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.
Reported financial statement (2023 · Schedule H)
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