Publix Super Markets 401(k) and retirement plans

Publix Super Markets, Inc., Lakeland, FL. EIN 59-0324412. Annual reports 2009–2024.

Publix Super Markets, Inc. has 2 active retirement plans on file. The largest is the Publix Super Markets, Inc. 401(k) Smart Plan, with 239,138 participants and $8.1 billion in assets in 2024. Voya has been its recordkeeper since 2009. No traditional pension plan appears in Publix Super Markets's filings since 2009.

Active plans: 2
Participants: 453,564
Plan assets: $22.3 billion
401(k) recordkeeper: Voya
Plans on file: 2
Industry: Retail

All 2 plans

Active plans first

Publix Super Markets, Inc. 401(k) Smart Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 59-0324412
Participants (2024): 239,138
Net assets (2024): $8.1 billion
Recordkeeper: Voya2009–2024
Plan administrator: Publix Super Markets, Inc.
3300 Publix Corporate Parkway
Lakeland, FL 33811
(863) 688-1188As filed for 2024
In effect since: January 1, 1995

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	239,138	$8.1 billion	Voya
2023	225,961	$6.6 billion	Voya
2022	212,580	$6.0 billion	Voya
2021	201,897	$6.1 billion	Voya
2020	205,525	$5.3 billion	Voya
2019	190,737	$4.4 billion	Voya
2018	182,839	$3.8 billion	Voya
2017	174,080	$3.6 billion	Voya
2016	169,583	$3.5 billion	Voya
2015	164,409	$3.8 billion	Voya
2014	157,621	$3.3 billion	Voya
2013	150,209	$2.6 billion	Voya
2012	144,203	$2.0 billion	Voya
2011	139,439	$1.8 billion	Voya
2010	134,803	$1.6 billion	Voya
2009	132,577	$1.3 billion	Voya

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

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 59-0324412
Participants (2024): 214,426
Net assets (2024): $14.3 billion
Plan administrator: Publix Super Markets, Inc.
3300 Publix Corporate Parkway
Lakeland, FL 33811
(863) 688-1188As filed for 2024
In effect since: October 1, 1974

Earlier plan names: Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust (Esop).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	214,426	$14.3 billion	not listed
2023	205,737	$11.8 billion	not listed
2022	186,957	$11.7 billion	not listed
2021	192,503	$11.7 billion	not listed
2020	183,334	$10.8 billion	not listed
2019	177,554	$9.3 billion	not listed
2018	162,180	$8.4 billion	not listed
2017	158,512	$8.5 billion	not listed
2016	153,940	$8.8 billion	not listed
2015	147,951	$10.3 billion	not listed
2014	141,530	$9.3 billion	not listed
2013	122,173	$7.5 billion	not listed
2012	119,615	$5.9 billion	not listed
2011	115,230	$5.7 billion	not listed
2010	113,320	$5.4 billion	not listed
2009	111,613	$4.5 billion	not listed

If you had money in one of these plans

Call Voya (voya.com), which runs the Publix Super Markets, Inc. 401(k) Smart Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((863) 688-1188). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Publix Super Markets, Inc. 401(k) Smart Plan

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

If you had money in one of these plans

What these numbers are

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