Defined Benefit (Pension) · DOL Form 5500 · 2022

Jefferies Financial Group Inc. Pension Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
35
Participants Small participant base
87th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Jefferies Employees' Pension Plan · Sponsored by Jefferies Financial Group Inc. · New York · Finance & Insurance

$45M in assets, 35 participants

Jefferies Financial Group Inc.'s Jefferies Employees' Pension Plan reported $45M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,344 in Finance & Insurance (9,261 peers)

Where Jefferies Employees' Pension Plan sits by assets

Jefferies Employees' Pension Plan sits in the top quartile of all filed plans by assets, $45M for 35 participants (~$1.3M/participant), down 29.3% in 2022.

#7,344
in Finance & Insurance (9,261 peers)
-29.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jefferies Employees' Pension Plan's outsized position by total assets

Jefferies Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$45,014,392 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Jefferies Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferies Employees' Pension Plan is a small filing (35 participants) on this national headcount ladder.

DOL schedule card

Filing strip 132615557 · Jefferies Financial Group Inc. PY 2022 · Defined Benefit (Pension)

Jefferies Employees' Pension Plan · $45M · 35 · 87th

  • PART $45M
  • TYPE 35
  • NET 87th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Flexi-Van Pension Plan
  • BOY ind #7344

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 Finance & Insurance retirement plans → · Plans in New York →

Jefferies Employees' Pension Plan in the asset neighbourhood

Kern Regional Center Defined Benefit Retirement PlanKern Regional Center Defined…$45MFlexi-Van Pension Plan$45MJefferies Employees' Pension PlanJefferies Employees' Pension…$45MThe Star Enterprise Retirement PlanThe Star Enterprise Retireme…$45MHeat and Frost Insulators and Allied Workers Local 47 Retirment Trust FundHeat and Frost Insulators an…$45M
End-of-year total assets ($M) among Jefferies Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$45M
Net Income-$19M
Employer EIN132615557
Plan Effective Date1964-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferies Financial Group Inc.)

Sponsor-wide plan assets over time

All Jefferies Financial Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 45.73966156191937% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B$1.8B 202220232024 $1.14B $1.66B ▲ +45.6%
Year Plans Participants Total Assets
2022 4 3,342 $1.1B
2023 4 3,535 $1.5B
2024 4 3,869 $1.7B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Jefferies Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Jefferies Employees' Pension Plan, Total assets ($B): 0.045014392 · Participants: 35Jefferies Employees' Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Jefferies Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jefferies Employees' Pension Plan side-by-side with 3 peers →

Jefferies Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Flexi-Van Pension Plan in AZ ($45M); by covered participants it is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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.

Frequently Asked Questions

How did Jefferies Employees' Pension Plan assets move in 2022? ▼
Jefferies Employees' Pension Plan declined sharply - down 29.3% during 2022, from $64M to $45M. Reported net income was -$19M.
How have Jefferies Financial Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jefferies Financial Group Inc.'s sponsor-wide assets grew 45.7%, from $1.1B to $1.7B.
Where does Jefferies Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Jefferies Employees' Pension Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jefferies Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flexi-Van Pension Plan in AZ ($45M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jefferies Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132615557.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.