401(k) · DOL Form 5500 · 2022
Raymond James Financial, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 13,402
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $143,375
- Avg per participant Near avg balance/head
Official DOL plan name: Raymond James Financial, Inc. 401(k) Plan · Sponsored by Raymond James Financial, Inc. · Florida · Finance & Insurance
$1.9B in assets, 13,402 participants
Raymond James Financial, Inc.'s Raymond James Financial, Inc. 401(k) Plan reported $1.9B in total assets and 13,402 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #9,144 in Finance & Insurance (9,261 peers)
Coverage in Florida
Raymond James Financial, Inc. 401(k) Plan covers 13,402 participants in Florida, 21x the typical Florida plan (state average ~628 per filing). Assets: $1.9B.
- #9,144
- in Finance & Insurance (9,261 peers)
- -14.3%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $321M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Raymond James Financial, Inc. 401(k) Plan's outsized position by total assets
Raymond James Financial, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,921,507,413 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Raymond James Financial, Inc. 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raymond James Financial, Inc. 401(k) Plan is a mega filing (13,402 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 591517485 · Raymond James Financial, Inc. PY 2022 · 401(k)
Raymond James Financial, Inc. 401(k) Plan · $1.9B · 13,402 · 99th
- ASSETS $1.9B
- ASSETS 13,402
- ASSETS 99th
- ASSETS 401(k)
- ASSETS near The Investment-Incentive Plan for John Hancock Employees
- ASSETS ind #9144
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Florida →
Raymond James Financial, Inc. 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$321M |
| Employer EIN | 591517485 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Raymond James Financial, Inc.)
Sponsor-wide plan assets over time
All Raymond James Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.4B 49.960074029194324% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 41,803 | $3.6B |
| 2023 | 3 | 45,304 | $4.5B |
| 2024 | 3 | 47,617 | $5.4B |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Scale composition for Raymond James Financial, Inc. 401(k) Plan
Raymond James Financial, Inc. 401(k) Plan reports $1.9B in end-of-year assets across 13,402 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $143,375 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$321M.
This plan identity (EIN 591517485, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.9B (+49.6%) while covered participants moved from 13,402 to 15,535 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,402 | $1.9B | This page |
| 2023 | 14,301 | $2.4B | Open filing |
| 2024 · index core | 15,535 | $2.9B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Raymond James Financial, Inc. 401(k) Plan (401(k), $2.9B, 15,535 participants)
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (Profit Sharing, $1.3B, 16,046 participants)
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (ESOP, $1.1B, 16,036 participants)
Raymond James Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Investment-Incentive Plan for John Hancock Employees in MA ($1.9B); by covered participants it is Cgi Technologies and Solutions, Inc. 401(k) Savings Plan in VA (13,391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- The Investment-Incentive Plan for John Hancock Employees (MA) $1.9B · 5,050
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (AZ) $1.9B · 12,362
- Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan (IL) $1.9B · 4,651
- US Foods 401(k) Plan (IL) $1.9B · 27,026
Similar participant headcount
Nearest other-state filings by covered participants (13,402 participants); asset peers above are excluded.
- Cgi Technologies and Solutions, Inc. 401(k) Savings Plan (VA) 13,391 · 11 off
- Abb Inc. Retirement Savings Plan (NC) 13,390 · 12 off
- Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan (CA) 13,431 · 29 off
- United Airlines Pilot Retirement Account Plan (IL) 13,437 · 35 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.