Profit Sharing · DOL Form 5500 · 2022
Raymond James Financial, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $985M
- Total assets
- 14,201
- Participants
- 99th
- Percentile by assets
- $69,393
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $985M
- total plan assets (2022 EOY)
- 14,201
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $69,393
- avg assets per participant
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reports 14,201 participants - 23x that state average ($985M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $859M |
|---|---|
| Net Assets (End of Year) | $985M |
| Net Income | $126M |
| Employer EIN | 591517485 |
| Plan Effective Date | 1964-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Raymond James Financial, Inc.)
| 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
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP $4.1B · 44,915
- Orlando Health, Inc. Retirement Savings Plan 401a $418M · 23,825
- Shands Health Care Matched Savings Account 401(a) $349M · 9,486
- American Maritime Officers Defined Contribution Plan $245M · 4,132
- Retirement Wealth Builder Plan for Business Services Staff of Pricewaterhousecoopers LLP $201M · 4,949
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. 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Raymond James Financial, Inc. & Affiliates Profit Sharing Plan by total assets, not by location.
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $993M · 88,468
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) $958M · 3,904
- Major League Baseball Players Investment Plan (MD) $928M · 4,122
- H-E-B Partner Stock Plan (TX) $1.0B · 71,666
Frequently Asked Questions
How did Raymond James Financial, Inc. & Affiliates Profit Sharing Plan assets move in 2022? ▼
How have Raymond James Financial, Inc. plan assets changed over time? ▼
Where does Raymond James Financial, Inc. & Affiliates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Raymond James Financial, Inc. & Affiliates Profit Sharing Plan? ▼
Next read for Raymond James Financial, Inc. & Affiliat…
Filing takeaways
Ways to act on Raymond James Financial, Inc. & Affiliates Profit Sharing Plan's numbers.
- By total assets, Raymond James Financial, Inc. & Affiliates Profit Sharing Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Raymond James Financial, Inc.'s sponsor-wide assets have grown 50.0% since 2022 across 3 plan years on file. More Finance & Insurance plans