ESOP · DOL Form 5500 · 2024
Raymond James Financial, Inc. ESOP
Data updated 2026-08-11
- $1.1B
- Total assets
- 16,036
- Participants
- 99th
- Percentile by assets
- $70,487
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.1B
- total plan assets (2024 EOY)
- 16,036
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $70,487
- avg assets per participant
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.
Participants vs Florida filers
In Florida, the average filing covers about 628 participants across 6,617 plans. Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan reports 16,036 participants - 26x that state average ($1.1B EOY assets).
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.)
| 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.
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
- 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)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan's numbers.
- By total assets, Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Florida. Compare plans
- Raymond James Financial, Inc.'s sponsor-wide assets have grown 50.0% since 2022 across 3 plan years on file. More Finance & Insurance plans