ESOP · DOL Form 5500 · 2024

Publix Super Markets, Inc. ESOP

Data updated 2026-08-25

$14.3B
Total assets Mega-plan scale
149,213
Participants Very large workforce
100th
Percentile by assets National rank
$95,745
Avg per participant Below avg balance/head
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Official DOL plan name: Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Publix Super Markets, Inc. · Florida · Retail Trade

$14.3B in assets, 149,213 participants

Publix Super Markets, Inc.'s Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reported $14.3B in total assets and 149,213 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,043 in Retail Trade (8,048 peers)

Coverage in Florida

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust covers 149,213 participants in Florida, 238x the typical Florida plan (state average ~628 per filing). Assets: $14.3B.

#8,043
in Retail Trade (8,048 peers)
+21.0%
assets growth YoY
143×
vs typical plan assets (national mean)

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,286,420,169 Highest reported value at or above every one of 123,620 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 2024

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust'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. Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust is a mega filing (149,213 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reported net income rose from $84M in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
  • Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $11.8B in the plan year 2023 filing to $14.3B in the plan year 2024 filing.
  • Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 141,229 in the plan year 2023 filing to 149,213 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 590324412 · Publix Super Markets, Inc. PY 2024 · ESOP

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust · $14.3B · 149,213 · 100th

  • EOY $14.3B
  • EOY 149,213
  • EOY 100th
  • EOY ESOP
  • EOY near Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan
  • EOY ind #8043

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 What is an ESOP? → · Plans in Florida →

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanProcter & Gamble Profit Shar…$22.0BPublix Super Markets, Inc. Employee Stock Ownership Plan & TrustPublix Super Markets, Inc. E…$14.3BWawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.5BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$5.5BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$5.0B
End-of-year total assets ($B) among Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$11.8B
Net Assets (End of Year)$14.3B
Net Income$2.5B
Employer EIN590324412
Plan Effective Date1974-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Publix Super Markets, Inc.)

Sponsor-wide plan assets over time

All Publix Super Markets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22.4B 25.68452074092036% vs 2022
2024 filing year
$16B$18B$20B$22B$24B 202220232024 $17.8B $22.4B ▲ +25.7%
Year Plans Participants Total Assets
2022 2 319,238 $17.8B
2023 2 325,903 $18.4B
2024 2 346,315 $22.4B

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -5051015 Total assets ($B) Participants Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.386084746 · Participants: 366Rsr Employee Stock Ownership Plan
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Florida, assets vs. participants
Compare Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Scale composition for Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust reports $14.3B in end-of-year assets across 149,213 participants (0.12% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.16% of 93,925,755 covered participants) - about $95,745 per participant (69% of the national average assets-per-participant) . Net income for plan year 2024 was $2.5B.

This plan identity (EIN 590324412, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $11.7B to $14.3B (+21.8%) while covered participants moved from 142,486 to 149,213 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 142,486 $11.7B Open filing
2023 141,229 $11.8B Open filing
2024 · index core 149,213 $14.3B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH ($22.0B); by covered participants it is U-Haul Holding Company Employee Stock Ownership Plan in AZ (21,253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149,213 participants); asset peers above are excluded.

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 Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust grew sharply - up 21.0% during 2024, from $11.8B to $14.3B. Reported net income was $2.5B.
How have Publix Super Markets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Publix Super Markets, Inc.'s sponsor-wide assets grew 25.7%, from $17.8B to $22.4B.
Where does Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼
Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan in OH ($22.0B, 33,639 participants).
Which ESOP plans cover a similar participant headcount to Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is U-Haul Holding Company Employee Stock Ownership Plan in AZ (21,253 participants, $561M 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 590324412.

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.