401(k) · DOL Form 5500 · 2023
Jefferies Financial Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 3,285
- Participants
- 99th
- Percentile by assets
- $391,960
- Avg per participant
Official DOL plan name: Jefferies Employees' Profit Sharing Plan · Sponsored by Jefferies Financial Group, Inc. · New York · Finance & Insurance
$1.3B in assets, 3,285 participants
Jefferies Financial Group, Inc.'s Jefferies Employees' Profit Sharing Plan reported $1.3B in total assets and 3,285 participants in its 2023 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.
- 99th percentile by assets (of 127,072 plans)
- #8,687 in Finance & Insurance (8,869 peers)
Coverage in New York
Jefferies Employees' Profit Sharing Plan covers 3,285 participants in New York, 4.1x the typical New York plan (state average ~798 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2023 EOY)
- 3,285
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $391,960
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jefferies Employees' Profit Sharing Plan reported net income rose from $108M in the plan year 2022 filing to $360M in the plan year 2023 filing.
- Jefferies Employees' Profit Sharing Plan end-of-year assets rose from $928M in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- Jefferies Employees' Profit Sharing Plan reported participants rose from 3,070 in the plan year 2022 filing to 3,285 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Jefferies Employees' Profit Sharing Plan reports 3,285 participants - 4.1x that state average ($1.3B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $928M |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $360M |
| Employer EIN | 132615557 |
| Plan Effective Date | 1964-07-01 |
| 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 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
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jefferies Employees' Profit Sharing Plan by total assets, not by location.
- Wpmg 401(k) Retirement Savings Plan (WA) $1.3B · 1,771
- Cambia Health Solutions, Inc. 401(k) Savings Plan (OR) $1.3B · 4,562
- Jackson National Life Insurance Company Defined Contribution Plan (MI) $1.3B · 3,890
- Gibson, Dunn & Crutcher LLP Retirement Plan (CA) $1.3B · 2,434
Frequently Asked Questions
How did Jefferies Employees' Profit Sharing Plan assets move in 2023? ▼
How have Jefferies Financial Group, Inc. plan assets changed over time? ▼
Where does Jefferies Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Jefferies Employees' Profit Sharing Plan? ▼
Next read for Jefferies Employees' Profit Sharing Plan
Filing takeaways
Ways to act on Jefferies Employees' Profit Sharing Plan's numbers.
- By total assets, Jefferies Employees' Profit Sharing Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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 Finance & Insurance plans