401(k) · DOL Form 5500 · 2022

Jefferies Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$928M
Total assets Above avg plan size
3,070
Participants Above avg headcount
99th
Percentile by assets National rank
$302,233
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jefferies Employees' Profit Sharing Plan · Sponsored by Jefferies Financial Group, Inc. · New York · Finance & Insurance

$928M in assets, 3,070 participants

Jefferies Financial Group, Inc.'s Jefferies Employees' Profit Sharing Plan reported $928M in total assets and 3,070 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,046 in Finance & Insurance (9,261 peers)

Coverage in New York

Jefferies Employees' Profit Sharing Plan covers 3,070 participants in New York, 3.8x the typical New York plan (state average ~798 per filing). Assets: $928M.

#9,046
in Finance & Insurance (9,261 peers)
+13.2%
assets growth YoY
9.3×
vs typical plan assets (national mean)

Jefferies Employees' Profit Sharing Plan's outsized position by total assets

Jefferies Employees' Profit Sharing Plan vs every filed plan by assets

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

$927,856,632 Top 1% higher than 99% 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' Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferies Employees' Profit Sharing Plan lands in the large band (3,070 participants).

DOL schedule card

Filing strip 132615557 · Jefferies Financial Group, Inc. PY 2022 · 401(k)

Jefferies Employees' Profit Sharing Plan · $928M · 3,070 · 99th

  • EOY $928M
  • 5500 3,070
  • ASSETS 99th
  • PCT 401(k)
  • EIN near Lear Corporation Salaried Retirement Program
  • RANK ind #9046

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' Profit Sharing Plan in the asset neighbourhood

Steris Corporation 401(k) PlanSteris Corporation 401(k) Pl…$930MJefferies Employees' Profit Sharing PlanJefferies Employees' Profit …$928MLear Corporation Salaried Retirement ProgramLear Corporation Salaried Re…$928MAkamai Technologies, Inc. 401(k) PlanAkamai Technologies, Inc. 40…$926MQorvo 401(k) Plan$926M
End-of-year total assets ($M) among Jefferies Employees' Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$820M
Net Assets (End of Year)$928M
Net Income$108M
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 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jefferies Employees' Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jefferies Employees' Profit Sharing Plan, Total assets ($B): 0.927856632 · Participants: 3070Jefferies Employees' Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Jefferies Employees' Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jefferies Employees' Profit Sharing Plan side-by-side with 3 peers →

Jefferies Employees' Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lear Corporation Salaried Retirement Program in MI ($928M); by covered participants it is Crowdstrike, Inc. Retirement Trust in CA (3,069 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($928M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,070 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' Profit Sharing Plan assets move in 2022? ▼
Jefferies Employees' Profit Sharing Plan grew at a solid clip - up 13.2% during 2022, from $820M to $928M. Reported net income was $108M.
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' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jefferies Employees' Profit Sharing Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Jefferies Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lear Corporation Salaried Retirement Program in MI ($928M, 2,925 participants).
Which 401(k) plans cover a similar participant headcount to Jefferies Employees' Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crowdstrike, Inc. Retirement Trust in CA (3,069 participants, $199M 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.