ESOP · DOL Form 5500 · 2022
Raymond James Financial, Inc. ESOP
Data updated 2026-08-06
- $662M
- Total assets
- 14,200
- Participants
- 98th
- Percentile by assets
- $46,593
- Avg per participant
Official DOL plan name: Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan · Sponsored by Raymond James Financial, Inc. · Florida · Finance & Insurance
$662M in assets, 14,200 participants
Raymond James Financial, Inc.'s Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan reported $662M in total assets and 14,200 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #8,977 in Finance & Insurance (9,267 peers)
Coverage in Florida
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan covers 14,200 participants in Florida, 23x the typical Florida plan (state average ~631 per filing). Assets: $662M.
- $662M
- total plan assets (2022 EOY)
- 14,200
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $46,593
- avg assets per participant
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan reports 14,200 participants - 23x that state average ($662M EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $684M |
|---|---|
| Net Assets (End of Year) | $662M |
| Net Income | -$23M |
| Employer EIN | 591517485 |
| Plan Effective Date | 1976-09-27 |
| 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 | 1 | 15,535 | $2.9B |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.7B · 142,486
- Thirty Fifteen Employee Stock Ownership Plan $425M · 6,258
- Rsr Employee Stock Ownership Plan $310M · 465
- Team Horner Employee Stock Ownership Plan $217M · 448
- United States Sugar Corporation - ESOP Ownership Plan $190M · 766
Scale composition for Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan reports $662M in end-of-year assets across 14,200 participants (0.006% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.016% of 89,805,449 covered participants) - about $46,593 per participant (34% of the national average assets-per-participant) . Net income for plan year 2022 was -$23M.
This plan identity (EIN 591517485, plan #002) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $662M to $836M (+26.4%) while covered participants moved from 14,200 to 15,500 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,200 | $662M | This page |
| 2023 · index core | 15,500 | $836M | 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, $1.2B, 15,503 participants)
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (ESOP, $836M, 15,500 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan assets move in 2022? ▼
How have Raymond James Financial, Inc. plan assets changed over time? ▼
Where does Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan? ▼
Next read for Raymond James Financial, Inc. & Affiliat…
Filing takeaways
Ways to act on Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan's numbers.
- By total assets, Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Raymond James Financial, Inc.'s sponsor-wide assets have declined 19.5% since 2022 across 3 plan years on file. More Finance & Insurance plans