Raymond James Financial, Inc. & Affiliates Employee Stock Ownership 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 Employee Stock Ownership Plan is a benefit plan reported by Raymond James Financial, Inc. under EIN 59-1517485 and plan number 002. The latest loaded filing year is 2023. The filing reports 17,018 participants and $836,004,639 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$836MPlan net assets, end of year$836,004,639
Participants17KCovered participants reported17,018
Assets / participant$49.1KComputed: assets ÷ participants$49,125 (computed)
Provider compensation$379.5K1 Schedule C provider row(s)$379,532
- Plan sponsor
- Raymond James Financial, Inc.
- EIN
- 59-1517485
- Plan number
- 002
- Plan type
- 2
- Location
- St Petersburg, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,018 | H, C | 20250702203249NAL0000097824001 |
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)$836M total assets
Net assets$836MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $836,004,639
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $836,004,639
- Net assets (BOY)
- $661,618,269
Income & contributions
- Employer contributions
- $77,980,049
- Total contributions
- $77,980,049
- Total income / additions
- $234,215,908
Expenses & distributions
- Benefits paid
- $59,450,006
- Administrative expenses
- $379,532
- Total expenses
- $59,829,538
- Net increase / (decrease)
- $174,386,370
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $379,532 | $0 | 2023 |