2023 Form 5500 filing — Raymond James Financial, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709151401NAL0008853459001) for Raymond James Financial, Inc. 401(K) Plan, reported by Raymond James Financial, Inc. under EIN 59-1517485 and plan number 010. It reports 16,693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.4BReported net assets$2,439,364,616
Participants16.7K16,693
Provider compensation$627.4K1 Schedule C row(s)$627,447
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240709151401NAL0008853459001
- Plan sponsor
- Raymond James Financial, Inc.
- EIN
- 59-1517485
- Plan number
- 010
- Location
- St Petersburg, FL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.4B total assets
Net assets$2.4BLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,439,364,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,439,364,616
- Employer contributions
- $13,858,990
- Participant contributions
- $180,095,295
- Total income / additions
- $619,128,730
- Benefits paid
- $153,061,902
- Administrative expenses
- $627,447
- Total expenses
- $154,170,355
- Net increase / (decrease)
- $464,958,375
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $627,447 | $0 |