2023 Form 5500 filing — Raymond James Financial, Inc. & Affiliates Profit Sharing 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 20250702203345NAL0000026080001) for Raymond James Financial, Inc. & Affiliates Profit Sharing Plan, reported by Raymond James Financial, Inc. under EIN 59-1517485 and plan number 001. It reports 17,109 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)$1.2BReported net assets$1,236,881,331
Participants17.1K17,109
Provider compensation$348.2K1 Schedule C row(s)$348,201
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250702203345NAL0000026080001
- Plan sponsor
- Raymond James Financial, Inc.
- EIN
- 59-1517485
- Plan number
- 001
- 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)$1.2B total assets
Net assets$1.2BLiabilities$949.9K
Full reported line items
- Total assets (EOY)
- $1,237,831,199
- Total liabilities (EOY)
- $949,868
- Net assets (EOY)
- $1,236,881,331
- Employer contributions
- $114,858,868
- Total income / additions
- $328,321,754
- Benefits paid
- $76,512,183
- Administrative expenses
- $348,487
- Total expenses
- $76,860,689
- Net increase / (decrease)
- $251,461,065
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $348,201 | $0 |