Profit Sharing · DOL Form 5500 · 2023
Raymond James Financial, Inc. Profit Sharing Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 15,503
- Participants
- 99th
- Percentile by assets
- $79,845
- Avg per participant
Official DOL plan name: Raymond James Financial, Inc. & Affiliates Profit Sharing Plan · Sponsored by Raymond James Financial, Inc. · Florida · Finance & Insurance
$1.2B in assets, 15,503 participants
Raymond James Financial, Inc.'s Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reported $1.2B in total assets and 15,503 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 126,618 plans)
- #8,663 in Finance & Insurance (8,852 peers)
Coverage in Florida
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan covers 15,503 participants in Florida, 25x the typical Florida plan (state average ~631 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 15,503
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $79,845
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reported net income rose from $126M in the plan year 2022 filing to $251M in the plan year 2023 filing.
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan end-of-year assets rose from $985M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reported participants rose from 14,201 in the plan year 2022 filing to 15,503 in the plan year 2023 filing.
Participants vs Florida filers
In Florida, the average filing covers about 631 participants across 6,304 plans. Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reports 15,503 participants - 25x that state average ($1.2B EOY assets).
Florida filing particulars
| Total Assets (Beginning of Year) | $985M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $251M |
| 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 | 1 | 15,535 | $2.9B |
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 Pwc $4.9B · 44,753
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
- Retirement Wealth Builder Plan for Business Services Staff of Pwc $231M · 4,716
Scale composition for Raymond James Financial, Inc. & Affiliates Profit Sharing Plan
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reports $1.2B in end-of-year assets across 15,503 participants (0.011% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.017% of 89,805,449 covered participants) - about $79,845 per participant (58% of the national average assets-per-participant) . Net income for plan year 2023 was $251M.
This plan identity (EIN 591517485, plan #001) has 2 Form 5500 filings on file from 2022 to 2023 , with end-of-year assets moving from $985M to $1.2B (+25.6%) while covered participants moved from 14,201 to 15,503 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,201 | $985M | Open filing |
| 2023 · index core | 15,503 | $1.2B | This page |
The same sponsor also keeps 2 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 Employee Stock Ownership Plan (ESOP, $836M, 15,500 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.
- Boilermakers National Annuity Trust (MO) $1.3B · 18,088
- Charter Communications, Inc. Retirement Accumulation Plan (NC) $1.3B · 96,058
- North Atlantic States Carpenters Annuity Plan (CT) $1.3B · 11,025
- The Research Foundation for Suny Retirement Plan (NY) $1.2B · 10,120
Frequently Asked Questions
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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 declined 19.5% since 2022 across 3 plan years on file. More Finance & Insurance plans