Defined Benefit (Pension) · DOL Form 5500 · 2022
Jefferies Financial Group Inc. Pension Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- N/A
- Participants Small participant base
- 93rd
- Percentile by assets National rank
Official DOL plan name: Wiltel Communications, LLC Pension Plan · Sponsored by Jefferies Financial Group Inc. · New York · Management of Enterprises
$99M in assets, N/A participants
Jefferies Financial Group Inc.'s Wiltel Communications, LLC Pension Plan reported $99M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #939 in Management of Enterprises (1,193 peers)
Where Wiltel Communications, LLC Pension Plan sits by assets
Wiltel Communications, LLC Pension Plan sits in the top 10% of all filed plans by assets, $99M for N/A participants, down 28.5% in 2022.
- #939
- in Management of Enterprises (1,193 peers)
- -28.5%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wiltel Communications, LLC Pension Plan's outsized position by total assets
Wiltel Communications, LLC Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$99,189,714 Top 7% higher than 93% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
DOL schedule card
Filing strip 132615557 · Jefferies Financial Group Inc. PY 2022 · Defined Benefit (Pension)
Wiltel Communications, LLC Pension Plan · $99M · N/A · 93rd
- ASSETS $99M
- PCT N/A
- EIN 93rd
- RANK Defined Benefit (Pension)
- PHOTO near Contitech USA, Inc. Defined Benefit Plan
- IND ind #939
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 Management of Enterprises retirement plans → · Plans in New York →
Wiltel Communications, LLC Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$39M |
| Employer EIN | 132615557 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING 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
| 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.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Wiltel Communications, LLC Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets
Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Contitech USA, Inc. Defined Benefit Plan in SC at $99M (this filing: $99M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Contitech USA, Inc. Defined Benefit Plan (SC) $99M · 428
- Monument Health, Inc. Pension Plan (SD) $99M · 3,417
- Loop LLC Employees' Retirement Plan (LA) $99M · 192
- American Savings Bank Retirement Plan (HI) $99M · 279
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.