Profit Sharing · DOL Form 5500 · 2022

Raymond James Financial, Inc. Profit Sharing Plan

Data updated 2026-08-25

$985M
Total assets Above avg plan size
14,201
Participants Very large workforce
99th
Percentile by assets National rank
$69,393
Avg per participant Below avg balance/head
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Official DOL plan name: Raymond James Financial, Inc. & Affiliates Profit Sharing Plan · Sponsored by Raymond James Financial, Inc. · Florida · Finance & Insurance

$985M in assets, 14,201 participants

Raymond James Financial, Inc.'s Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reported $985M in total assets and 14,201 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.

  • #9,055 in Finance & Insurance (9,261 peers)

Coverage in Florida

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan covers 14,201 participants in Florida, 23x the typical Florida plan (state average ~628 per filing). Assets: $985M.

#9,055
in Finance & Insurance (9,261 peers)
+14.7%
assets growth YoY
9.9×
vs typical plan assets (national mean)

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan's outsized position by total assets

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$985,447,533 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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. & Affiliates Profit Sharing 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. & Affiliates Profit Sharing Plan is a mega filing (14,201 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 591517485 · Raymond James Financial, Inc. PY 2022 · Profit Sharing

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan · $985M · 14,201 · 99th

  • IND $985M
  • IND 14,201
  • IND 99th
  • IND Profit Sharing
  • IND near Charter Communications, Inc. Retirement Accumulation Plan
  • IND ind #9055

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. & Affiliates Profit Sharing Plan in the asset neighbourhood

H-E-B Partner Stock Plan$1.0BRaymond James Financial, Inc. & Affiliates Profit Sharing PlanRaymond James Financial, Inc…$985MCharter Communications, Inc. Retirement Accumulation PlanCharter Communications, Inc.…$993MInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanInternational Brotherhood of…$958MMajor League Baseball Players Investment PlanMajor League Baseball Player…$928M
End-of-year total assets ($B) among Raymond James Financial, Inc. & Affiliates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$859M
Net Assets (End of Year)$985M
Net Income$126M
Employer EIN591517485
Plan Effective Date1964-09-25
Filing StatusFILING 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
$3B$4B$5B$6B 202220232024 $3.57B $5.35B ▲ +49.9%
Year Plans Participants Total Assets
2022 3 41,803 $3.6B
2023 3 45,304 $4.5B
2024 3 47,617 $5.4B

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 012345 Total assets ($B) Participants Raymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 0.985447533 · Participants: 14201Raymond James Financial, Inc. & Affiliates Profit Sharing PlanRetirement Wealth Builder Plan of Pricewaterhousecoopers LLP, Total assets ($B): 4.132962154 · Participants: 44915Retirement Wealth Builder Plan of Pricewaterhousecoopers LLPOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.418369277 · Participants: 23825Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.348694251 · Participants: 9486Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.245151121 · Participants: 4132American Maritime Officers Defined Contribution PlanRetirement Wealth Builder Plan for Business Services Staff of Pricewaterhousecoopers LLP, Total assets ($B): 0.200944488 · Participants: 4949Retirement Wealth Builder Plan for Business Services Staff of Pricewaterhousecoopers LLP
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Raymond James Financial, Inc. & Affiliates Profit Sharing Plan side-by-side with 3 peers →

Scale composition for Raymond James Financial, Inc. & Affiliates Profit Sharing Plan

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reports $985M in end-of-year assets across 14,201 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $69,393 per participant (50% of the national average assets-per-participant) . Net income for plan year 2022 was $126M.

This plan identity (EIN 591517485, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $985M to $1.3B (+36.7%) while covered participants moved from 14,201 to 16,046 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,201 $985M This page
2023 15,503 $1.2B Open filing
2024 · index core 16,046 $1.3B Open filing

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Charter Communications, Inc. Retirement Accumulation Plan in NC ($993M); by covered participants it is Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan in PA (14,363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14,201 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Raymond James Financial, Inc. & Affiliates Profit Sharing Plan assets move in 2022? ▼
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan grew at a solid clip - up 14.7% during 2022, from $859M to $985M. Reported net income was $126M.
How have Raymond James Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raymond James Financial, Inc.'s sponsor-wide assets grew 50.0%, from $3.6B to $5.4B.
Where does Raymond James Financial, Inc. & Affiliates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Raymond James Financial, Inc. & Affiliates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charter Communications, Inc. Retirement Accumulation Plan in NC ($993M, 88,468 participants).
Which Profit Sharing plans cover a similar participant headcount to Raymond James Financial, Inc. & Affiliates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lehigh Valley Health Network, Inc. Defined Contribution Retirement Plan in PA (14,363 participants, $415M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591517485.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.