Who sponsors the Raymond James Financial, Inc. 401(K) Plan?

Raymond James Financial, Inc. 401(K) Plan is reported as sponsored by Raymond James Financial, Inc. (EIN 59-1517485, plan number 010) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Raymond James Financial, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for Raymond James Financial, Inc. 401(K) Plan is 2023.

How many participants does Raymond James Financial, Inc. 401(K) Plan report?

Raymond James Financial, Inc. 401(K) Plan reports 16,693 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Raymond James Financial, Inc. 401(K) Plan?

Raymond James Financial, Inc. 401(K) Plan reports $2,439,364,616 in end-of-year plan assets in its latest loaded Form 5500 filing.

Raymond James Financial, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Raymond James Financial, Inc. under EIN 59-1517485 and plan number 010. The latest loaded filing year is 2023. The filing reports 16,693 participants and $2,439,364,616 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.4BPlan net assets, end of year$2,439,364,616

Participants16.7KCovered participants reported16,693

Assets / participant$146.1KComputed: assets ÷ participants$146,131 (computed)

Provider compensation$627.4K1 Schedule C provider row(s)$627,447

Plan sponsor: Raymond James Financial, Inc.
EIN: 59-1517485
Plan number: 010
Plan type: 2
Location: St Petersburg, FL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	16,693	H, C	20240709151401NAL0008853459001

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)$2.4B total assets

Net assets$2.4BLiabilities$0

Money in vs. money out

Total income / additions$619.1M

Total expenses$154.2M

Benefits paid / distributions$153.1M

Contributions

Employer$13.9M

Participant$180.1M

Full reported line items

Net assets

Total assets (EOY): $2,439,364,616
Total liabilities (EOY): $0
Net assets (EOY): $2,439,364,616
Net assets (BOY): $1,921,507,413

Income & contributions

Employer contributions: $13,858,990
Participant contributions: $180,095,295
Total contributions: $238,632,452
Total income / additions: $619,128,730

Expenses & distributions

Benefits paid: $153,061,902
Administrative expenses: $627,447
Total expenses: $154,170,355
Net increase / (decrease): $464,958,375

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$627,447	$0	2023