Publix Super Markets, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Publix Super Markets, Inc. (EIN 59-0324412) is a plan sponsor located in Lakeland, FL with 9 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 59-0324412
- Location
- Lakeland, FL
- Loaded plans
- 9
- Total reported participants
- 822,745
- Total reported plan assets (EOY)
- $18,383,021,269
- Plans with financial data
- 2
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust | 002 | 186,957 | $11,810,430,673 | 2023 |
| Publix Super Markets, Inc. 401(K) Smart Plan | 004 | 212,580 | $6,572,590,596 | 2023 |
| Publix Super Markets, Inc. Group Dental Plan | 504 | 100,177 | not reported in the loaded dataset | 2023 |
| Publix Super Markets, Inc. Group Term Life Insurance | 502 | 88,750 | not reported in the loaded dataset | 2023 |
| Publix Super Markets, Inc. Group Vision Plan | 509 | 87,813 | not reported in the loaded dataset | 2023 |
| Publix Super Markets, Inc. Group Health Benefit Plan | 505 | 84,028 | not reported in the loaded dataset | 2023 |
| Publix Super Markets, Inc. Group Long-Term Disability Plan | 508 | 40,067 | not reported in the loaded dataset | 2023 |
| Publix Super Markets, Inc. Group Supplemental Life Insurance Plan | 510 | 19,720 | not reported in the loaded dataset | 2023 |
| Publix Super Markets, Inc. Accidental Death & Dismemberment Plan | 503 | 2,653 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Publix Super Markets, Inc. Group Term Life Insurance | 88,750 | — | 20240909100526NAL0007730928001 |
| 2023 | Publix Super Markets, Inc. Accidental Death & Dismemberment Plan | 2,653 | — | 20240909100626NAL0005358129001 |
| 2023 | Publix Super Markets, Inc. Group Dental Plan | 100,177 | — | 20240909100728NAL0005359265001 |
| 2023 | Publix Super Markets, Inc. Group Long-Term Disability Plan | 40,067 | — | 20240909100935NAL0007594032001 |
| 2023 | Publix Super Markets, Inc. Group Vision Plan | 87,813 | — | 20240909101043NAL0007741424001 |
| 2023 | Publix Super Markets, Inc. Group Supplemental Life Insurance Plan | 19,720 | — | 20240909101139NAL0007598096001 |
| 2023 | Publix Super Markets, Inc. Group Health Benefit Plan | 84,028 | — | 20240909101143NAL0007743024001 |
| 2023 | Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust | 186,957 | H | 20241003091210NAL0010316801001 |