Profit Sharing · DOL Form 5500 · 2022
Jeffries Inc. Profit Sharing Plan
Data updated 2026-08-25
- $605K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $302,389
- Avg per participant High balance/head
Official DOL plan name: Jeffries Inc. Retirement Plan · Sponsored by Jeffries Inc. · Missouri · Other Services
$605K in assets, 2 participants
Jeffries Inc.'s Jeffries Inc. Retirement Plan reported $605K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,500 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Jeffries Inc. Retirement Plan ranks #3,500 of 8,398 2022 filers by assets (3319% of the sector average)-$605K for 2 participants.
- #3,500
- in Other Services (8,398 peers)
- +60.8%
- assets growth YoY
Jeffries Inc. Retirement Plan among the smaller filed plans by assets
Jeffries Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$604,778 20th percentile higher than 20% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Jeffries Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jeffries Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 824858404 · Jeffries Inc. PY 2022 · Profit Sharing
Jeffries Inc. Retirement Plan · $605K · 2 · 20th
- RANK $605K
- RANK 2
- RANK 20th
- RANK Profit Sharing
- RANK near Jmj Crown Inc. Retirement Plan
- RANK ind #3500
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Missouri →
Jeffries Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $376K |
|---|---|
| Net Assets (End of Year) | $605K |
| Net Income | $229K |
| Employer EIN | 824858404 |
| Plan Effective Date | 2018-04-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jeffries Inc.)
Sponsor-wide plan assets over time
All Jeffries Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $583K 3.5904083812572547% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $605K |
| 2023 | 1 | 4 | $426K |
| 2024 | 1 | 3 | $583K |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.2B · 18,584
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $490M · 4,856
- I. B. E. W. Local Union No. 124 Annuity Plan $328M · 3,250
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $325M · 3,378
- Iron Workers St. Louis District Council Annuity Trust Fund $302M · 6,869
Jeffries Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Jmj Crown Inc. Retirement Plan in KS ($605K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($605K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.