401(k) · DOL Form 5500 · 2023

Raymond James Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$2.4B
Total assets Very large vs avg
14,301
Participants Very large workforce
99th
Percentile by assets National rank
$170,573
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,764
in Finance & Insurance (8,869 peers)
+27.0%
assets growth YoY
24×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$2,439,364,616 Top 1% higher than 99% of 127,068 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 2023

Raymond James Financial, Inc. 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 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 (14,301 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591517485 · Raymond James Financial, Inc. PY 2023 · 401(k)

Raymond James Financial, Inc. 401(k) Plan · $2.4B · 14,301 · 99th

  • PCT $2.4B
  • EIN 14,301
  • RANK 99th
  • PHOTO 401(k)
  • IND near Transamerica 401(k) Retirement Savings Plan
  • EOY ind #8764

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

Raymond James Financial, Inc. 401(k) PlanRaymond James Financial, Inc…$2.4BTransamerica 401(k) Retirement Savings PlanTransamerica 401(k) Retireme…$2.4BU.S. Anesthesia Partners, Inc. 401(k) PlanU.S. Anesthesia Partners, In…$2.4BPeter Kiewit Sons, Inc. Retirement Savings PlanPeter Kiewit Sons, Inc. Reti…$2.4BNtt Data Americas 401(k) Plan$2.4B
End-of-year total assets ($B) among Raymond James Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$2.4B
Net Income$465M
Employer EIN591517485
Plan Effective Date1987-05-01
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 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 Scatter plot of 6 data points. -1000000100000200000300000400000 05101520 Total assets ($B) Participants Raymond James Financial, Inc. 401(k) Plan, Total assets ($B): 2.439364616 · Participants: 14301Raymond James Financial, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Raymond James Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Raymond James Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Transamerica 401(k) Retirement Savings Plan in IA ($2.4B); by covered participants it is Arctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan in AK (14,281 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (14,301 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Raymond James Financial, Inc. 401(k) Plan assets move in 2023? ▼
Raymond James Financial, Inc. 401(k) Plan grew sharply - up 27.0% during 2023, from $1.9B to $2.4B. Reported net income was $465M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Raymond James Financial, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Raymond James Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transamerica 401(k) Retirement Savings Plan in IA ($2.4B, 6,999 participants).
Which 401(k) plans cover a similar participant headcount to Raymond James Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan in AK (14,281 participants, $1.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.