401(k) · DOL Form 5500 · 2024

Raymond James Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
15,535
Participants Very large workforce
99th
Percentile by assets National rank
$185,012
Avg per participant Above avg balance/head
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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.

  • #8,448 in Finance & Insurance (8,549 peers)

Coverage in Florida

Raymond James Financial, Inc. 401(k) Plan covers 15,535 participants in Florida, 25x the typical Florida plan (state average ~628 per filing). Assets: $2.9B.

#8,448
in Finance & Insurance (8,549 peers)
+17.8%
assets growth YoY
29×
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 2024 · DOL Form 5500

$2,874,162,263 Top 1% higher than 99% of 123,620 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 2024

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

Plan-year 2024 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 (15,535 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 591517485 · Raymond James Financial, Inc. PY 2024 · 401(k)

Raymond James Financial, Inc. 401(k) Plan · $2.9B · 15,535 · 99th

  • ASSETS $2.9B
  • PCT 15,535
  • EIN 99th
  • RANK 401(k)
  • PHOTO near Ally Financial Inc. Retirement Savings Plan
  • IND ind #8448

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

Ally Financial Inc. Retirement Savings PlanAlly Financial Inc. Retireme…$2.9BCenterpoint Energy Savings PlanCenterpoint Energy Savings P…$2.9BRaymond James Financial, Inc. 401(k) PlanRaymond James Financial, Inc…$2.9BGundersen Lutheran Employees' Retirement PlanGundersen Lutheran Employees…$2.9BHartford Healthcare 401(k) Retirement PlanHartford Healthcare 401(k) R…$2.9B
End-of-year total assets ($B) among Raymond James Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$2.4B
Net Assets (End of Year)$2.9B
Net Income$435M
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. 0100000200000300000400000 05101520 Total assets ($B) Participants Raymond James Financial, Inc. 401(k) Plan, Total assets ($B): 2.874162263 · Participants: 15535Raymond James Financial, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings 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 $2.9B in end-of-year assets across 15,535 participants (0.023% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $185,012 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $435M.

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 Open filing
2024 · index core 15,535 $2.9B This page

The same sponsor also keeps 2 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 Ally Financial Inc. Retirement Savings Plan in MI ($2.9B); by covered participants it is Paychex, Inc. 401(k) Incentive Retirement Plan in NY (15,547 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (15,535 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 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 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 123,622 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).
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 Paychex, Inc. 401(k) Incentive Retirement Plan in NY (15,547 participants, $2.3B in assets).

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.