401(k) · DOL Form 5500 · 2024

Southeastern Grocers LLC 401(k) Plan

Data updated 2026-08-25

$941M
Total assets Above avg plan size: 26,424
Participants Very large workforce: 98th
Percentile by assets National rank: $35,620
Avg per participant Low balance/head

Official DOL plan name: Southeastern Grocers 401(k) Savings Plan · Sponsored by Southeastern Grocers LLC · Florida · Retail Trade

$941M in assets, 26,424 participants

Southeastern Grocers LLC's Southeastern Grocers 401(k) Savings Plan reported $941M in total assets and 26,424 participants in its 2024 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.

#7,958 in Retail Trade (8,048 peers)

Coverage in Florida

Southeastern Grocers 401(k) Savings Plan covers 26,424 participants in Florida, 42x the typical Florida plan (state average ~628 per filing). Assets: $941M.

#7,958
in Retail Trade (8,048 peers): +3.0%
assets growth YoY: 9.4×
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 2024 · DOL Form 5500

$941,231,505 Top 2% higher than 98% 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

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

Plan-year 2024 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 (26,424 participants), the rightmost band on the breakdown.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 271845190 · Southeastern Grocers LLC PY 2024 · 401(k)

Southeastern Grocers 401(k) Savings Plan · $941M · 26,424 · 98th

EOY $941M
EOY 26,424
EOY 98th
EOY 401(k)
EOY near Insight Enterprises, Inc. 401(k) Plan
EOY ind #7958

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 →

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 2024.

Florida filing particulars

Total Assets (Beginning of Year)	$914M
Net Assets (End of Year)	$941M
Net Income	$27M
Employer EIN	271845190
Plan Effective Date	2005-02-21
Filing Status	FILING RECEIVED

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 $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

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 Insight Enterprises, Inc. 401(k) Plan in AZ ($942M); by covered participants it is Unfi 401(k) Plan in RI (26,416 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($941M here).

Insight Enterprises, Inc. 401(k) Plan (AZ) $942M · 6,405
Mercury General Corporation Profit Sharing Plan (CA) $941M · 4,131
Bunzl USA, LLC Deferred Savings Plan (MO) $942M · 5,486
Cemex, Inc. Savings Plan (TX) $942M · 8,349

Similar participant headcount

Nearest other-state filings by covered participants (26,424 participants); asset peers above are excluded.

Unfi 401(k) Plan (RI) 26,416 · 8 off
Sprouts Farmers Markets Holdings, LLC Employee 401(k) Savings Plan (AZ) 26,444 · 20 off
New York Hotel Trades Council & Hotel Association of New York City, Inc. 401(k) Savings Plan (NY) 26,383 · 41 off
Fiserv 401(k) Savings Plan (WI) 26,372 · 52 off

DOL Form 5500 plan year 2024. 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 2024? ▼

Southeastern Grocers 401(k) Savings Plan edged up modestly - up 3.0% during 2024, from $914M to $941M. Reported net income was $27M.

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 123,622 plans that reported assets for plan year 2024 (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 Insight Enterprises, Inc. 401(k) Plan in AZ ($942M, 6,405 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 Unfi 401(k) Plan in RI (26,416 participants, $2.8B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271845190.