Profit Sharing · DOL Form 5500 · 2023

Raymond James Financial, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
15,503
Participants Very large workforce
99th
Percentile by assets National rank
$79,845
Avg per participant Below avg balance/head
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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.

  • #8,680 in Finance & Insurance (8,869 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 ~628 per filing). Assets: $1.2B.

#8,680
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY
12×
vs typical plan assets (national mean)

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan's outsized position by total assets

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,237,831,199 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. & Affiliates Profit Sharing 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. & Affiliates Profit Sharing Plan is a mega filing (15,503 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 591517485 · Raymond James Financial, Inc. PY 2023 · Profit Sharing

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan · $1.2B · 15,503 · 99th

  • BOOK $1.2B
  • BOOK 15,503
  • BOOK 99th
  • BOOK Profit Sharing
  • BOOK near Boilermakers National Annuity Trust
  • BOOK ind #8680

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. & Affiliates Profit Sharing Plan in the asset neighbourhood

North Atlantic States Carpenters Annuity PlanNorth Atlantic States Carpen…$1.3BCharter Communications, Inc. Retirement Accumulation PlanCharter Communications, Inc.…$1.3BBoilermakers National Annuity TrustBoilermakers National Annuit…$1.3BRaymond James Financial, Inc. & Affiliates Profit Sharing PlanRaymond James Financial, Inc…$1.2BThe Research Foundation for Suny Retirement PlanThe Research Foundation for …$1.2B
End-of-year total assets ($B) among Raymond James Financial, Inc. & Affiliates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$985M
Net Assets (End of Year)$1.2B
Net Income$251M
Employer EIN591517485
Plan Effective Date1964-09-25
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 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 Scatter plot of 6 data points. 01000020000300004000050000 -20246 Total assets ($B) Participants Raymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution PlanRetirement Wealth Builder Plan for Business Services Staff of Pwc, Total assets ($B): 0.231034484 · Participants: 4716Retirement Wealth Builder Plan for Business Services Staff of Pwc
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Raymond James Financial, Inc. & Affiliates Profit Sharing Plan side-by-side with 3 peers →

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 (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 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 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 Open filing
2023 15,503 $1.2B This page
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. & Affiliates Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Boilermakers National Annuity Trust in MO ($1.3B); by covered participants it is Essentia Health Retirement Plan in MN (15,491 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.2B here).

Similar participant headcount

Nearest other-state filings by covered participants (15,503 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. & Affiliates Profit Sharing Plan assets move in 2023? ▼
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan grew sharply - up 25.6% during 2023, from $985M to $1.2B. Reported net income was $251M.
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. & Affiliates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Raymond James Financial, Inc. & Affiliates Profit Sharing 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 Profit Sharing plans are similar in size to Raymond James Financial, Inc. & Affiliates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Boilermakers National Annuity Trust in MO ($1.3B, 18,088 participants).
Which Profit Sharing plans cover a similar participant headcount to Raymond James Financial, Inc. & Affiliates Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Essentia Health Retirement Plan in MN (15,491 participants, $1.9B 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.