401(k) · DOL Form 5500 · 2023

Southeastern Grocers LLC 401(k) Plan

Data updated 2026-08-25

$914M
Total assets Above avg plan size
30,611
Participants Very large workforce
98th
Percentile by assets National rank
$29,863
Avg per participant Low balance/head
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Official DOL plan name: Southeastern Grocers 401(k) Savings Plan · Sponsored by Southeastern Grocers LLC · Florida · Retail Trade

$914M in assets, 30,611 participants

Southeastern Grocers LLC's Southeastern Grocers 401(k) Savings Plan reported $914M in total assets and 30,611 participants in its 2023 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,332 in Retail Trade (8,414 peers)

Coverage in Florida

Southeastern Grocers 401(k) Savings Plan covers 30,611 participants in Florida, 49x the typical Florida plan (state average ~628 per filing). Assets: $914M.

#8,332
in Retail Trade (8,414 peers)
+9.2%
assets growth YoY
9.2×
vs typical plan assets (national mean)

Southeastern Grocers 401(k) Savings Plan's outsized position by total assets

Southeastern Grocers 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$914,148,829 Top 2% higher than 98% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Southeastern Grocers 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southeastern Grocers 401(k) Savings Plan is a mega filing (30,611 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeastern Grocers 401(k) Savings Plan reported net income rose from -$214M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • Southeastern Grocers 401(k) Savings Plan end-of-year assets rose from $837M in the plan year 2022 filing to $914M in the plan year 2023 filing.
  • Southeastern Grocers 401(k) Savings Plan reported participants fell from 31,947 in the plan year 2022 filing to 30,611 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 522260130 · Southeastern Grocers LLC PY 2023 · 401(k)

Southeastern Grocers 401(k) Savings Plan · $914M · 30,611 · 98th

  • SCH $914M
  • EBSA 30,611
  • PART 98th
  • TYPE 401(k)
  • NET near The Atlas Air, Inc. Retirement Plan
  • BOOK ind #8332

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Florida →

Southeastern Grocers 401(k) Savings Plan in the asset neighbourhood

Securian Financial Group, Inc. Performance Share PlanSecurian Financial Group, In…$916MCurtiss Wright Corporation Savings & Investment PlanCurtiss Wright Corporation S…$915MThe Atlas Air, Inc. Retirement PlanThe Atlas Air, Inc. Retireme…$914MSoutheastern Grocers 401(k) Savings PlanSoutheastern Grocers 401(k) …$914MYale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings PlanYale-New Haven Hospital and …$912M
End-of-year total assets ($M) among Southeastern Grocers 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$837M
Net Assets (End of Year)$914M
Net Income$77M
Employer EIN522260130
Plan Effective Date2005-02-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Grocers LLC)

Sponsor-wide plan assets over time

All Southeastern Grocers LLC plans reported in each filing year

Latest sponsor-wide plan assets
$914M 9.225195746521804% vs 2022
2023 filing year
$800M$850M$900M$950M 20222023 $837M $914M ▲ +9.2%
Year Plans Participants Total Assets
2022 1 31,947 $837M
2023 1 30,611 $914M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southeastern Grocers 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. 0100000200000300000400000 05101520 Total assets ($B) Participants Southeastern Grocers 401(k) Savings Plan, Total assets ($B): 0.914148829 · Participants: 30611Southeastern Grocers 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Southeastern Grocers 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Southeastern Grocers 401(k) Savings Plan side-by-side with 3 peers →

Southeastern Grocers 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Atlas Air, Inc. Retirement Plan in NY ($914M); by covered participants it is Cardinal Health 401(k) Savings Plan in OH (30,598 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30,611 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southeastern Grocers 401(k) Savings Plan assets move in 2023? ▼
Southeastern Grocers 401(k) Savings Plan grew at a solid clip - up 9.2% during 2023, from $837M to $914M. Reported net income was $77M.
How have Southeastern Grocers LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southeastern Grocers LLC's sponsor-wide assets grew 9.2%, from $837M to $914M.
Where does Southeastern Grocers 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Southeastern Grocers 401(k) Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Southeastern Grocers 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Atlas Air, Inc. Retirement Plan in NY ($914M, 4,674 participants).
Which 401(k) plans cover a similar participant headcount to Southeastern Grocers 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cardinal Health 401(k) Savings Plan in OH (30,598 participants, $4.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 522260130.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.