401(k) · DOL Form 5500 · 2023

Jefferies Financial Group Inc. 401(k) Plan

Data updated 2026-08-11

$84M
Total assets
217
Participants
90th
Percentile by assets
$385,438
Avg per participant
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Official DOL plan name: Jefferies Financial Group Inc. Savings and Retirement Plan · Sponsored by Jefferies Financial Group Inc. · New York · Management of Enterprises

$84M in assets, 217 participants

Jefferies Financial Group Inc.'s Jefferies Financial Group Inc. Savings and Retirement Plan reported $84M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #844 in Management of Enterprises (1,137 peers)

Coverage in New York

Jefferies Financial Group Inc. Savings and Retirement Plan covers 217 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $84M.

$84M
total plan assets (2023 EOY)
217
covered participants
90th
percentile by assets (of 127,072 plans)
$385,438
avg assets per participant

Where Jefferies Financial Group Inc. Savings and Retirement Plan sits by total assets

Jefferies Financial Group Inc. Savings and Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$83,639,978 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jefferies Financial Group Inc. Savings and Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Jefferies Financial Group Inc. Savings and Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Jefferies Financial Group Inc. Savings and Retirement Plan reported participants fell from 237 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Management of Enterprises

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 217 participants - about 27% of that state average ($84M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$84M
Net Income$13M
Employer EIN132615557
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jefferies Financial Group Inc.)

$1B$1.2B$1.4B$1.6B$1.8B 202220232024 $1.14B $1.66B ▲ +45.6%
Total plan assets by year, all Jefferies Financial Group Inc. plans on file
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

Jefferies Financial Group Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jefferies Financial …IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
Jefferies Financial Group Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jefferies Financial Group Inc. Savings a… side-by-side with 3 peers →

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

How did Jefferies Financial Group Inc. Savings and Retirement Plan assets move in 2023? ▼
Jefferies Financial Group Inc. Savings and Retirement Plan grew sharply - up 19.0% during 2023, from $70M to $84M. Reported net income was $13M.
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 Financial Group Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Jefferies Financial Group Inc. Savings and Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Jefferies Financial Group Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Octapharma Plasma, Inc. 401 K Plan in NC ($84M, 4,880 participants).

Next read for Jefferies Financial Group Inc. Savings a…

Filing takeaways

Ways to act on Jefferies Financial Group Inc. Savings and Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.