Defined Benefit (Pension) · DOL Form 5500 · 2023

Jefferies Financial Group Inc. Pension Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size: N/A
Participants Small participant base: 92nd
Percentile by assets National rank

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Official DOL plan name: Wiltel Communications, LLC Pension Plan · Sponsored by Jefferies Financial Group Inc. · New York · Management of Enterprises

$105M in assets, N/A participants

Jefferies Financial Group Inc.'s Wiltel Communications, LLC Pension Plan reported $105M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

#875 in Management of Enterprises (1,137 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, $105M for N/A participants, up 5.7% in 2023.

#875
in Management of Enterprises (1,137 peers): +5.7%
assets growth YoY: 1.1×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$104,868,663 Top 8% higher than 92% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wiltel Communications, LLC Pension Plan reported net income rose from -$39M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Wiltel Communications, LLC Pension Plan end-of-year assets rose from $99M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Wiltel Communications, LLC Pension Plan · $105M · N/A · 92nd

EIN $105M
RANK N/A
PHOTO 92nd
IND Defined Benefit (Pension)
EOY near Aviall, Inc. Retirement Plan
5500 ind #875

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 →

End-of-year total assets ($M) among Wiltel Communications, LLC 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)	$99M
Net Assets (End of Year)	$105M
Net Income	$6M
Employer EIN	132615557
Plan Effective Date	2001-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jefferies Financial Group Inc.)

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.

Wiltel Communications, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $25.0B · 14,881
Consolidated Edison Retirement Plan $16.2B · 10,779
1199seiu Health Care Employees Pension Fund $16.2B · 107,582
Pfizer Consolidated Pension Plan $11.0B · 9,616
Pepsico Employees Retirement Plan I $7.6B · 12,289

Compare Wiltel Communications, LLC Pension Plan side-by-side with 3 peers →

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 Aviall, Inc. Retirement Plan in WA at $105M (this filing: $105M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Aviall, Inc. Retirement Plan (WA) $105M · 494
Bekaert Corporation Retirement Income Plan (GA) $105M · 149
Kansas City Cement Masons Pension Fund (MO) $105M · 509
Roofers Local No. 20 Pension Plan (MO) $105M · 504

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 Wiltel Communications, LLC Pension Plan assets move in 2023? ▼

Wiltel Communications, LLC Pension Plan grew at a solid clip - up 5.7% during 2023, from $99M to $105M. Reported net income was $6M.

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 Wiltel Communications, LLC Pension Plan rank by assets among Form 5500 filers? ▼

Wiltel Communications, LLC Pension Plan ranks in the 92nd 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 Defined Benefit (Pension) plans are similar in size to Wiltel Communications, LLC Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Aviall, Inc. Retirement Plan in WA ($105M, 494 participants).

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.