401(k) · DOL Form 5500 · 2022
Jefferies Financial Group Inc. 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 237
- Participants
- 91st
- Percentile by assets
- $296,671
- Avg per participant
Official DOL plan name: Jefferies Financial Group Inc. Savings and Retirement Plan · Sponsored by Jefferies Financial Group Inc. · New York · Management of Enterprises
$70M in assets, 237 participants
Jefferies Financial Group Inc.'s Jefferies Financial Group Inc. Savings and Retirement Plan reported $70M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #892 in Management of Enterprises (1,193 peers)
Coverage in New York
Jefferies Financial Group Inc. Savings and Retirement Plan covers 237 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $70M.
- $70M
- total plan assets (2022 EOY)
- 237
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $296,671
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Jefferies Financial Group Inc. Savings and Retirement Plan reports 237 participants - about 30% of that state average ($70M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$15M |
| Employer EIN | 132615557 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferies Financial Group Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 3,342 | $1.1B |
| 2023 | 4 | 3,535 | $1.5B |
| 2024 | 4 | 3,869 | $1.7B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Jefferies Financial Group Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jefferies Financial Group Inc. Savings and Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Jefferies Financial Group Inc. Savings and Retirement Plan's numbers.
- By total assets, Jefferies Financial Group Inc. Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Jefferies Financial Group Inc.'s sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Management of Enterprises plans