Profit Sharing · DOL Form 5500 · 2024

Raymond James Financial, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
16,046
Participants Very large workforce
99th
Percentile by assets National rank
$83,943
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

$1.3B in assets, 16,046 participants

Raymond James Financial, Inc.'s Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reported $1.3B in total assets and 16,046 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.

  • #8,359 in Finance & Insurance (8,549 peers)

Coverage in Florida

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan covers 16,046 participants in Florida, 26x the typical Florida plan (state average ~628 per filing). Assets: $1.3B.

#8,359
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY
14×
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 2024 · DOL Form 5500

$1,346,943,817 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. & Affiliates Profit Sharing 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. & Affiliates Profit Sharing Plan is a mega filing (16,046 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reported net income fell from $251M in the plan year 2023 filing to $110M in the plan year 2024 filing.
  • Raymond James Financial, Inc. & Affiliates Profit Sharing Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
  • Raymond James Financial, Inc. & Affiliates Profit Sharing Plan reported participants rose from 15,503 in the plan year 2023 filing to 16,046 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591517485 · Raymond James Financial, Inc. PY 2024 · Profit Sharing

Raymond James Financial, Inc. & Affiliates Profit Sharing Plan · $1.3B · 16,046 · 99th

  • ASSETS $1.3B
  • PCT 16,046
  • EIN 99th
  • RANK Profit Sharing
  • PHOTO near North Atlantic States Carpenters Annuity Plan
  • IND ind #8359

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

Carle Foundation Hospital and Affiliates Matching Tsa PlanCarle Foundation Hospital an…$1.4BRaymond James Financial, Inc. & Affiliates Profit Sharing PlanRaymond James Financial, Inc…$1.3BNorth Atlantic States Carpenters Annuity PlanNorth Atlantic States Carpen…$1.3BShv Profit Sharing Plan$1.3BBoilermakers National Annuity TrustBoilermakers National Annuit…$1.3B
End-of-year total assets ($B) among Raymond James Financial, Inc. & Affiliates Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.3B
Net Income$110M
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): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution PlanRetirement Wealth Builder Plan for Business Services Staff of Pwc, Total assets ($B): 0.265251036 · Participants: 4360Retirement 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 $1.3B in end-of-year assets across 16,046 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $83,943 per participant (61% of the national average assets-per-participant) . Net income for plan year 2024 was $110M.

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 Open filing
2024 · index core 16,046 $1.3B This page

The same sponsor also keeps 2 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 North Atlantic States Carpenters Annuity Plan in CT ($1.3B); by covered participants it is St. Luke's Health Network Defined Contribution Plan in PA (15,648 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (16,046 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. & Affiliates Profit Sharing Plan assets move in 2024? ▼
Raymond James Financial, Inc. & Affiliates Profit Sharing Plan grew at a solid clip - up 8.8% during 2024, from $1.2B to $1.3B. Reported net income was $110M.
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 123,622 plans that reported assets for plan year 2024 (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 North Atlantic States Carpenters Annuity Plan in CT ($1.3B, 10,631 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 St. Luke's Health Network Defined Contribution Plan in PA (15,648 participants, $423M 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.