Department of Labor filing

PUBLIX SUPER MARKETS, INC.

PUBLIX SUPER MARKETS, INC. 401(K) SMART PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 3, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

42filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$239

Reported employer contributions per active participant.

Higher than about 21% of comparable plans

#People in the filing

209,120

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$11 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 93% of comparable plans

↗Investment performance

Not available

Plan assets changed 22.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202442out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions21st percentileTypical peer $473 · based on 87 comparable plans

Lower reported administrative expense93rd percentileTypical peer $27 · based on 90 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PUBLIX SUPER MARKETS, INC. reported $49,898,186 in employer contributions across the plan and 209,120 active participants. That works out to $239 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy87%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 3.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 3.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context42/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $49,898,186
Participant contributions: $347,882,373
Other contributions: Not reported
Employer share of reported contributions: 12.5%
Beginning assets: $6,572,590,596
Ending assets: $8,068,866,271
Ending net assets: $8,055,807,954
Ending liabilities: $13,058,317
Total income: $2,022,709,142
Total expenses: $527,756,945
Administrative expenses: $2,479,303
Participant loans: $159,639,599

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$248

2023

$242

2024

$239

Plan-paid administrative expenses per participant

2022

$11

2023

$11

2024

$11

Active participants

2022

184,674

2023

197,102

2024

209,120

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$239	209,120	8.1B	20251003152925NAL0001566353001
2023	$242	197,102	6.6B	20241003113000NAL0004833763001
2022	$248	184,674	6.1B	20231013130441NAL0033295265001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 590324412-004

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1995
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3F3H2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VOYA INSTITUTIONAL PLAN SERVICES	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251003152925NAL0001566353001

Data sourceDOL Form 5500 bulk data ↗

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