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. 401(K) Smart Plan is a benefit plan reported by Publix Super Markets, Inc. under EIN 59-0324412 and plan number 004. The latest loaded filing year is 2023. The filing reports 212,580 participants and $6,572,590,596 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,572,590,596
- Total liabilities (EOY)
- $11,734,839
- Net assets (EOY)
- $6,560,855,757
- Net assets (BOY)
- $6,048,022,432
Income & contributions
- Employer contributions
- $47,676,953
- Participant contributions
- $324,444,505
- Total contributions
- $372,121,458
- Total income / additions
- $986,342,139
Expenses & distributions
- Benefits paid
- $466,131,216
- Administrative expenses
- $2,283,079
- Total expenses
- $473,508,814
- Net increase / (decrease)
- $512,833,325