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.
Reported financial statement (2023 · Schedule H)
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