Defined Benefit (Pension) · DOL Form 5500 · 2022
Jefferies Financial Group Inc. Pension Plan
Data updated 2026-08-11
- $99M
- Total assets
- N/A
- Participants
- 93rd
- Percentile by assets
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $99M
- total plan assets (2022 EOY)
- N/A
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- -28.5%
- assets change YoY
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.
Where Wiltel Communications, LLC Pension Plan sits 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
Wiltel Communications, LLC Pension Plan vs the 2022 asset distribution
By assets, Wiltel Communications, LLC Pension Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
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.)
| 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.
Wiltel Communications, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Wiltel Communications, LLC Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Wiltel Communications, LLC Pension Plan assets move in 2022? ▼
How have Jefferies Financial Group Inc. plan assets changed over time? ▼
Where does Wiltel Communications, LLC Pension Plan rank by assets among Form 5500 filers? ▼
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Next read for Wiltel Communications, LLC Pension Plan
Scale reading
Ways to act on Wiltel Communications, LLC Pension Plan's numbers.
- By total assets, Wiltel Communications, LLC Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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