2023 Form 5500 filing — Raymond James Financial, Inc. & Affiliates Employee Stock Ownership 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 20250702203249NAL0000097824001) for Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, reported by Raymond James Financial, Inc. under EIN 59-1517485 and plan number 002. It reports 17,018 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)$836MReported net assets$836,004,639
Participants17K17,018
Provider compensation$379.5K1 Schedule C row(s)$379,532
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250702203249NAL0000097824001
- Plan sponsor
- Raymond James Financial, Inc.
- EIN
- 59-1517485
- Plan number
- 002
- 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)$836M total assets
Net assets$836MLiabilities$0
Full reported line items
- Total assets (EOY)
- $836,004,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $836,004,639
- Employer contributions
- $77,980,049
- Total income / additions
- $234,215,908
- Benefits paid
- $59,450,006
- Administrative expenses
- $379,532
- Total expenses
- $59,829,538
- Net increase / (decrease)
- $174,386,370
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $379,532 | $0 |