401(k) · DOL Form 5500 · 2024
Publix Employees Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 254
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $71,140
- Avg per participant Below avg balance/head
Official DOL plan name: Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust · Sponsored by Publix Employees Federal Credit Union · Florida · Finance & Insurance
$18M in assets, 254 participants
Publix Employees Federal Credit Union's Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust reported $18M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #4,502 in Finance & Insurance (8,549 peers)
Coverage in Florida
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust covers 254 participants in Florida, about 40% of the average Florida filer (state average ~628 per filing). Assets: $18M.
- #4,502
- in Finance & Insurance (8,549 peers)
- +8.7%
- assets growth YoY
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,069,684 Top 32% higher than 68% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust reported participants fell from 265 in the plan year 2023 filing to 254 in the plan year 2024 filing.
DOL schedule card
Filing strip 590815534 · Publix Employees Federal Credit Union PY 2024 · 401(k)
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust · $18M · 254 · 68th
- SCH $18M
- SCH 254
- SCH 68th
- SCH 401(k)
- SCH near Maternal Fetal Medicine Associates, P.L.L.C. 401(k) Profit Sharing Plan
- SCH ind #4502
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 Finance & Insurance retirement plans → · Plans in Florida →
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 590815534 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Publix Employees Federal Credit Union)
Sponsor-wide plan assets over time
All Publix Employees Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 28.457256113556213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $14M |
| 2023 | 1 | 265 | $17M |
| 2024 | 1 | 254 | $18M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Publix Employees Federal Credit Union 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Maternal Fetal Medicine Associates, P.L.L.C. 401(k) Profit Sharing Plan in NY ($18M); by covered participants it is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan (NY) 254 · 0 off
- Swiss-American Cdmo 401(k) Savings Plan (TX) 254 · 0 off
- Casa Systems, Inc. 401(k) Plan (MA) 254 · 0 off
- Pernix Group 401(k) Retirement Plan (IL) 254 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.