LPL Financial Holdings LPLA Deferred Compensation Arrangement, Rabbi Trust, Recorded Liability
Deferred Compensation Arrangement, Rabbi Trust, Recorded Liability at other companies
Other financials
Where this comes from
Reported directly by LPL Financial Holdings in its filing.
Tagged under the XBRL concept lpla:DeferredCompensationArrangementRabbiTrustRecordedLiability.
The source filing: LPL Financial Holdings’s 10-K, filed February 23, 2026.
- Filed
- Feb 23, 2026, 4:48 PM EST
- Fiscal year
- FY2025
- Accession
- 0001628280-26-010705
Certain employees of the Company participate in a non-qualified deferred compensation plan that permits participants to defer portions of their compensation and may receive a return based on the allocation of notional investments offered under the plan. Plan assets are held by the Company in a Rabbi Trust and accounted for in the manner described above. As of December 31, 2025, the Company has recorded assets of $73.8 million and liabilities of $67.0 million, which are included in other assets and other liabilities, respectively, in the consolidated statements of financial condition. As of December 31, 2024, the Company had recorded assets of $47.2 million and liabilities of $45.2 million.
Item 8. Financial Statements and Supplementary Data
FAQ
- What is LPL Financial Holdings's deferred compensation arrangement, rabbi trust, recorded liability?
- LPL Financial Holdings (LPLA) reported deferred compensation arrangement, rabbi trust, recorded liability of $67M in Q4 2025.
- How has LPL Financial Holdings's deferred compensation arrangement, rabbi trust, recorded liability changed year-over-year?
- LPL Financial Holdings's deferred compensation arrangement, rabbi trust, recorded liability increased by 48.2% year-over-year, from $45.2M to $67M.
- What is the long-term trend for LPL Financial Holdings's deferred compensation arrangement, rabbi trust, recorded liability?
- Over 5 years (2020 to 2025), LPL Financial Holdings's deferred compensation arrangement, rabbi trust, recorded liability has grown at a 46.0% compound annual growth rate (CAGR), from $10.1M to $67M.
- What does deferred compensation arrangement, rabbi trust, recorded liability mean?
- The recorded liability representing the firm's obligation to pay deferred compensation, which is backed by the assets in the Rabbi Trust. This metric tracks the total amount owed to participants under these specific arrangements. It is the counterpart to the trust assets and reflects the firm's total deferred compensation burden.
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