401(k) · DOL Form 5500 · 2023
Raymond James Financial, Inc. 401(k) Plan
Data updated 2026-08-11
- $2.4B
- Total assets
- 14,301
- Participants
- 99th
- Percentile by assets
- $170,573
- Avg per participant
Official DOL plan name: Raymond James Financial, Inc. 401(k) Plan · Sponsored by Raymond James Financial, Inc. · Florida · Finance & Insurance
$2.4B in assets, 14,301 participants
Raymond James Financial, Inc.'s Raymond James Financial, Inc. 401(k) Plan reported $2.4B in total assets and 14,301 participants in its 2023 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 127,072 plans)
- #8,764 in Finance & Insurance (8,869 peers)
Coverage in Florida
Raymond James Financial, Inc. 401(k) Plan covers 14,301 participants in Florida, 23x the typical Florida plan (state average ~628 per filing). Assets: $2.4B.
- $2.4B
- total plan assets (2023 EOY)
- 14,301
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $170,573
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Raymond James Financial, Inc. 401(k) Plan reported net income rose from -$321M in the plan year 2022 filing to $465M in the plan year 2023 filing.
- Raymond James Financial, Inc. 401(k) Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.4B in the plan year 2023 filing.
- Raymond James Financial, Inc. 401(k) Plan reported participants rose from 13,402 in the plan year 2022 filing to 14,301 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Raymond James Financial, Inc. 401(k) Plan reports 14,301 participants - 23x that state average ($2.4B EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.4B |
| Net Income | $465M |
| Employer EIN | 591517485 |
| Plan Effective Date | 1987-05-01 |
| 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 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Raymond James Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Scale composition for Raymond James Financial, Inc. 401(k) Plan
Raymond James Financial, Inc. 401(k) Plan reports $2.4B in end-of-year assets across 14,301 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $170,573 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $465M.
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 | Open filing |
| 2023 | 14,301 | $2.4B | This page |
| 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Raymond James Financial, Inc. 401(k) Plan by total assets, not by location.
- Transamerica 401(k) Retirement Savings Plan (IA) $2.4B · 6,999
- U.S. Anesthesia Partners, Inc. 401(k) Plan (TX) $2.4B · 5,106
- Peter Kiewit Sons, Inc. Retirement Savings Plan (NE) $2.4B · 16,947
- Ntt Data Americas 401(k) Plan (TX) $2.4B · 14,854
Frequently Asked Questions
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Filing takeaways
Ways to act on Raymond James Financial, Inc. 401(k) Plan's numbers.
- By total assets, Raymond James Financial, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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