Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust — Form 5500 plan (Publix Super Markets, Inc.)
Plain-English plan 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. Employee Stock Ownership Plan & Trust is a benefit plan reported by Publix Super Markets, Inc. under EIN 59-0324412 and plan number 002. The latest loaded filing year is 2023. The filing reports 186,957 participants and $11,810,430,673 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Publix Super Markets, Inc.
- EIN
- 59-0324412
- Plan number
- 002
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
- Participants
- 186,957
- End-of-year plan assets
- $11,810,430,673
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 186,957 | H | 20241003091210NAL0010316801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,810,430,673
- Total liabilities (EOY)
- $10,079
- Net assets (EOY)
- $11,810,420,594
- Net assets (BOY)
- $11,726,763,382
Income & contributions
- Total contributions
- $490,995,978
- Total income / additions
- $1,265,814,940
Expenses & distributions
- Benefits paid
- $1,182,157,728
- Administrative expenses
- $0
- Total expenses
- $1,182,157,728
- Net increase / (decrease)
- $83,657,212
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.