401(k) · DOL Form 5500 · 2023
Southeastern Grocers LLC 401(k) Plan
Data updated 2026-08-11
- $914M
- Total assets
- 30,611
- Participants
- 98th
- Percentile by assets
- $29,863
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $914M
- total plan assets (2023 EOY)
- 30,611
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $29,863
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Southeastern Grocers 401(k) Savings Plan reports 30,611 participants - 49x that state average ($914M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $837M |
|---|---|
| Net Assets (End of Year) | $914M |
| Net Income | $77M |
| Employer EIN | 522260130 |
| Plan Effective Date | 2005-02-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeastern Grocers LLC)
| 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
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Southeastern Grocers 401(k) Savings Plan by total assets, not by location.
- The Atlas Air, Inc. Retirement Plan (NY) $914M · 4,674
- Curtiss Wright Corporation Savings & Investment Plan (NJ) $915M · 4,833
- Securian Financial Group, Inc. Performance Share Plan (MN) $916M · 3,008
- Yale-New Haven Hospital and Tax-Exempt Affliliates Retirement Savings Plan (CT) $912M · 22,121
Frequently Asked Questions
How did Southeastern Grocers 401(k) Savings Plan assets move in 2023? ▼
How have Southeastern Grocers LLC plan assets changed over time? ▼
Where does Southeastern Grocers 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Southeastern Grocers 401(k) Savings Plan? ▼
Next read for Southeastern Grocers 401(k) Savings Plan
Filing takeaways
Ways to act on Southeastern Grocers 401(k) Savings Plan's numbers.
- By total assets, Southeastern Grocers 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Southeastern Grocers LLC's sponsor-wide assets have grown 9.2% since 2022 across 2 plan years on file. More Retail Trade plans