401(k) · DOL Form 5500 · 2024

Raymond James Financial, Inc. 401(k) Plan

Data updated 2026-07-24

$2.9B
Total assets: 15,535
Participants: 99th
Percentile by assets: $185,012
Avg per participant

Official DOL plan name: Raymond James Financial, Inc. 401(k) Plan · Sponsored by Raymond James Financial, Inc. · Florida · Finance & Insurance

$2.9B in assets, 15,535 participants

Raymond James Financial, Inc.'s Raymond James Financial, Inc. 401(k) Plan reported $2.9B in total assets and 15,535 participants in its 2024 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 116,472 plans)

Coverage in Florida

Raymond James Financial, Inc. 401(k) Plan covers 15,535 participants in Florida, 25x the typical Florida plan (state average ~631 per filing). Assets: $2.9B.

$2.9B
total plan assets (2024 EOY): 15,535
covered participants: 99th
percentile by assets (of 116,472 plans): $185,012
avg assets per participant

Raymond James Financial, Inc. 401(k) Plan end-of-year assets rose from $2.4B in the plan year 2023 filing to $2.9B in the plan year 2024 filing.
Raymond James Financial, Inc. 401(k) Plan reported participants rose from 14,301 in the plan year 2023 filing to 15,535 in the plan year 2024 filing.
Raymond James Financial, Inc. 401(k) Plan reported net income fell from $465M in the plan year 2023 filing to $435M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Finance & Insurance

Participants vs Florida filers

In Florida, the average filing covers about 631 participants across 6,304 plans. Raymond James Financial, Inc. 401(k) Plan reports 15,535 participants - 25x that state average ($2.9B EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)	$2.4B
Net Assets (End of Year)	$2.9B
Net Income	$435M
Employer EIN	591517485
Plan Effective Date	1987-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Raymond James Financial, Inc.)

Total plan assets by year, all Raymond James Financial, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	3	41,803	$3.6B
2023	3	45,304	$4.5B
2024	1	15,535	$2.9B

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 $16.3B · 40,330
Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
Adp Totalsource Retirement Savings Plan $9.2B · 310,261
Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678

Compare Raymond James Financial, Inc. 401(k) Pla… side-by-side with 3 peers →

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.

Ally Financial Inc. Retirement Savings Plan (MI) $2.9B · 10,999
Gundersen Lutheran Employees' Retirement Plan (WI) $2.9B · 9,492
Hartford Healthcare 401(k) Retirement Plan (CT) $2.9B · 27,517
Centerpoint Energy Savings Plan (TX) $2.9B · 8,850

Frequently Asked Questions

How did Raymond James Financial, Inc. 401(k) Plan assets move in 2024? ▼

Raymond James Financial, Inc. 401(k) Plan grew sharply - up 17.8% during 2024, from $2.4B to $2.9B. Reported net income was $435M.

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 declined 19.5%, from $3.6B to $2.9B.

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 116,472 plans that reported assets for plan year 2024 (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 Ally Financial Inc. Retirement Savings Plan in MI ($2.9B, 10,999 participants).

Next read for Raymond James Financial, Inc. 401(k) Pla…

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 declined 19.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.