Southeastern Grocers 401(k) plan

Southeastern Grocers LLC, Jacksonville, FL. EIN 27-1845190. Annual reports 2009–2024. Also filed as Bi-Lo.

Southeastern Grocers LLC has one active retirement plan on file, the Southeastern Grocers 401(k) Savings Plan, with 26,265 participants and $941 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Southeastern Grocers's filings since 2009.

Active plans: 1
Participants: 26,265
Plan assets: $941 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Retail

The plan

Southeastern Grocers 401(k) Savings Plan

401(k)Active

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

Plan number: 001Employer EIN 27-1845190
Participants (2024): 26,265
Net assets (2024): $941 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Southeastern Grocers LLC
8928 Prominence Parkway, Building 200
Jacksonville, FL 32256
(904) 783-5000As filed for 2024
In effect since: February 21, 2005

Plans merged into this one: Winn-Dixie Stores, Inc. Profit SHARING/401(k) Plan (2013).

Earlier sponsor: Bi-Lo (2009–2020).

Earlier plan names: Bi-Lo 401(k) Savings Plan; Bi-Lo Holdings 401(k) Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	26,265	$941 million	Fidelity
2023	31,194	$914 million	Fidelity
2022	35,249	$837 million	Fidelity
2021	36,585	$1.1 billion	Fidelity
2020	33,615	$983 million	Fidelity
2019	33,908	$923 million	Fidelity
2018	34,615	$817 million	Fidelity
2017	55,664	$898 million	Fidelity
2016	54,744	$825 million	Fidelity
2015	47,074	$807 million	Fidelity
2014	64,436	$830 million	Fidelity
2013	57,013	$824 million	Fidelity
2012	11,501	$137 million	Fidelity
2011	11,748	$124 million	Fidelity
2009	11,532	$110 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Southeastern Grocers 401(k) Savings 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 ((904) 783-5000). 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.

The plan

Southeastern Grocers 401(k) Savings Plan

If you had money in one of these plans

What these numbers are

Other retail employers in FL