Raymond James Financial, Inc. & Affiliates Profit Sharing Plan — Form 5500 plan (Raymond James Financial, Inc.)
Plain-English plan 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, Raymond James Financial, Inc. & Affiliates Profit Sharing Plan is a benefit plan reported by Raymond James Financial, Inc. under EIN 59-1517485 and plan number 001. The latest loaded filing year is 2023. The filing reports 17,109 participants and $1,237,831,199 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.2BPlan net assets, end of year$1,236,881,331
Participants17.1KCovered participants reported17,109
Assets / participant$72.3KComputed: assets ÷ participants$72,350 (computed)
Provider compensation$348.2K1 Schedule C provider row(s)$348,201
- Plan sponsor
- Raymond James Financial, Inc.
- EIN
- 59-1517485
- Plan number
- 001
- Plan type
- 2
- Location
- St Petersburg, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,109 | H, C | 20250702203345NAL0000026080001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.2B total assets
Net assets$1.2BLiabilities$949.9K
Full reported line items
Net assets
- Total assets (EOY)
- $1,237,831,199
- Total liabilities (EOY)
- $949,868
- Net assets (EOY)
- $1,236,881,331
- Net assets (BOY)
- $985,420,266
Income & contributions
- Employer contributions
- $114,858,868
- Total contributions
- $114,858,868
- Total income / additions
- $328,321,754
Expenses & distributions
- Benefits paid
- $76,512,183
- Administrative expenses
- $348,487
- Total expenses
- $76,860,689
- Net increase / (decrease)
- $251,461,065
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $348,201 | $0 | 2023 |