Defined Benefit (Pension) · DOL Form 5500 · 2023

Jefferies Financial Group Inc. Pension Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
33
Participants Small participant base
85th
Percentile by assets National rank
$1.4M
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

$46M in assets, 33 participants

Jefferies Financial Group Inc.'s Jefferies Employees' Pension Plan reported $46M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,790 in Finance & Insurance (8,869 peers)

Where Jefferies Employees' Pension Plan sits by assets

Jefferies Employees' Pension Plan sits in the top quartile of all filed plans by assets, $46M for 33 participants (~$1.4M/participant), up 2.3% in 2023.

#6,790
in Finance & Insurance (8,869 peers)
+2.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$46,038,160 Top 15% higher than 85% of 127,068 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 2023

Jefferies Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferies Employees' Pension Plan is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jefferies Employees' Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Jefferies Employees' Pension Plan reported participants fell from 35 in the plan year 2022 filing to 33 in the plan year 2023 filing.
  • Jefferies Employees' Pension Plan end-of-year assets rose from $45M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132615557 · Jefferies Financial Group Inc. PY 2023 · Defined Benefit (Pension)

Jefferies Employees' Pension Plan · $46M · 33 · 85th

  • PCT $46M
  • PCT 33
  • PCT 85th
  • PCT Defined Benefit (Pension)
  • PCT near Arclin Retirement Plan
  • PCT ind #6790

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

Titan Tire Corporation Employees' Pension PlanTitan Tire Corporation Emplo…$46MRicoh Printing Systems America, Inc. Restated Pension PlanRicoh Printing Systems Ameri…$46MJefferies Employees' Pension PlanJefferies Employees' Pension…$46MArclin Retirement Plan$46MLaborers' Pension Fund of Local Union No. 186Laborers' Pension Fund of Lo…$46M
End-of-year total assets ($M) among Jefferies Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$46M
Net Income$1M
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. -50000050000100000150000 -100102030 Total assets ($B) Participants Jefferies Employees' Pension Plan, Total assets ($B): 0.04603816 · Participants: 33Jefferies Employees' Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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 Arclin Retirement Plan in GA ($46M); by covered participants it is Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Jefferies Employees' Pension Plan edged up modestly - up 2.3% during 2023, from $45M to $46M. Reported net income was $1M.
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 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Arclin Retirement Plan in GA ($46M, 36 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 Vermont Gas Systems, Inc. Retirement Plan in VT (33 participants, $18M in assets).

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.