Defined Benefit (Pension) · DOL Form 5500 · 2024

Jefferies Financial Group Inc. Pension Plan

Data updated 2026-08-11

$103M
Total assets
N/A
Participants
91st
Percentile by assets
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Official DOL plan name: Wiltel Communications, LLC Pension Plan · Sponsored by Jefferies Financial Group Inc. · New York · Management of Enterprises

$103M in assets, N/A participants

Jefferies Financial Group Inc.'s Wiltel Communications, LLC Pension Plan reported $103M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #873 in Management of Enterprises (1,133 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, $103M for N/A participants, down 2.1% in 2024.

$103M
total plan assets (2024 EOY)
N/A
covered participants
91st
percentile by assets (of 123,622 plans)
-2.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Wiltel Communications, LLC Pension Plan sits by total assets

Wiltel Communications, LLC Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$102,673,808 Top 9% higher than 91% of 123,620 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 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wiltel Communications, LLC Pension Plan reported net income fell from $6M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Wiltel Communications, LLC Pension Plan end-of-year assets fell from $105M in the plan year 2023 filing to $103M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Management of Enterprises

Wiltel Communications, LLC Pension Plan vs the 2024 asset distribution

By assets, Wiltel Communications, LLC Pension Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$103M
Net Income-$2M
Employer EIN132615557
Plan Effective Date2001-01-01
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 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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Wiltel Communication…, Total assets ($B): 0.102673808 · Participants: 0Wiltel Communication…IBM Personal Pension…, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension…1199seiu Health Care…, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care…Consolidated Edison …, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison …Pfizer Consolidated …, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated …GE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Wiltel Communications, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Wiltel Communications, LLC Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Wiltel Communications, LLC Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Wiltel Communications, LLC Pension Plan assets move in 2024? ▼
Wiltel Communications, LLC Pension Plan edged down modestly - down 2.1% during 2024, from $105M to $103M. Reported net income was -$2M.
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 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Clearwater Paper Hourly Retirement Plan in WA ($103M, 173 participants).

Next read for Wiltel Communications, LLC Pension Plan

Scale reading

Ways to act on Wiltel Communications, LLC Pension Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.