ESOP · DOL Form 5500 · 2024
Raymond James Financial, Inc. ESOP
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 16,036
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $70,487
- Avg per participant Below avg balance/head
Official DOL plan name: Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan · Sponsored by Raymond James Financial, Inc. · Florida · Finance & Insurance
$1.1B in assets, 16,036 participants
Raymond James Financial, Inc.'s Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan reported $1.1B in total assets and 16,036 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.
- #8,324 in Finance & Insurance (8,549 peers)
Coverage in Florida
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan covers 16,036 participants in Florida, 26x the typical Florida plan (state average ~628 per filing). Assets: $1.1B.
- #8,324
- in Finance & Insurance (8,549 peers)
- +35.2%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan's outsized position by total assets
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,130,328,955 Top 1% higher than 99% of 123,620 filed plans
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 Employee Stock Ownership 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 Employee Stock Ownership Plan is a mega filing (16,036 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 Employee Stock Ownership Plan reported net income rose from $174M in the plan year 2023 filing to $294M in the plan year 2024 filing.
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan end-of-year assets rose from $836M in the plan year 2023 filing to $1.1B in the plan year 2024 filing.
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan reported participants rose from 15,500 in the plan year 2023 filing to 16,036 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 591517485 · Raymond James Financial, Inc. PY 2024 · ESOP
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan · $1.1B · 16,036 · 99th
- BOY $1.1B
- SCH 16,036
- EBSA 99th
- PART ESOP
- TYPE near The Bank of America Transferred Savings Account Plan
- NET ind #8324
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 What is an ESOP? → · Plans in Florida →
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $836M |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $294M |
| Employer EIN | 591517485 |
| Plan Effective Date | 1976-09-27 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 41,803 | $3.6B |
| 2023 | 3 | 45,304 | $4.5B |
| 2024 | 3 | 47,617 | $5.4B |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $14.3B · 149,213
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $754M · 354
- Thirty Fifteen Employee Stock Ownership Plan $725M · 4,730
- Western Global Airlines, Inc. Employee Stock Ownership Plan $441M · 353
- Rsr Employee Stock Ownership Plan $386M · 366
Scale composition for Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan reports $1.1B in end-of-year assets across 16,036 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $70,487 per participant (51% of the national average assets-per-participant) . Net income for plan year 2024 was $294M.
This plan identity (EIN 591517485, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $662M to $1.1B (+70.8%) while covered participants moved from 14,200 to 16,036 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,200 | $662M | Open filing |
| 2023 | 15,500 | $836M | Open filing |
| 2024 · index core | 16,036 | $1.1B | 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 Profit Sharing Plan (Profit Sharing, $1.3B, 16,046 participants)
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is The Bank of America Transferred Savings Account Plan in RI ($1.1B); by covered participants it is Winco Employee Stock Ownership Plan in ID (17,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- The Bank of America Transferred Savings Account Plan (RI) $1.1B · 4,298
- Evapco, Inc. Employee Stock Ownership Plan (MD) $1.1B · 1,803
- Hypertherm Associate Stock Ownership Plan (NH) $1.1B · 1,481
- Bdo USA Employee Stock Ownership Plan (IL) $1.1B · 9,258
Similar participant headcount
Nearest other-state filings by covered participants (16,036 participants); asset peers above are excluded.
- Winco Employee Stock Ownership Plan (ID) 17,054 · 1,018 off
- Sheetz, Inc. Employee Stock Ownership Plan (PA) 14,939 · 1,097 off
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan (OK) 11,991 · 4,045 off
- K-Va-T Employees Profit Sharing and Stock Ownership Plan (VA) 11,521 · 4,515 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.