Defined Benefit (Pension) · DOL Form 5500 · 2024

Jefferies Financial Group Inc. Pension Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
N/A
Participants Small participant base
91st
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

$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.

  • #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.

#873
in Management of Enterprises (1,133 peers)
-2.1%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

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 2024 · DOL Form 5500

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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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 →

Form 5500 schedule snapshot

Filing strip 132615557 · Jefferies Financial Group Inc. PY 2024 · Defined Benefit (Pension)

Wiltel Communications, LLC Pension Plan · $103M · N/A · 91st

  • EOY $103M
  • EOY N/A
  • EOY 91st
  • EOY Defined Benefit (Pension)
  • EOY near Clearwater Paper Hourly Retirement Plan
  • EOY ind #873

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 →

Wiltel Communications, LLC Pension Plan in the asset neighbourhood

Clearwater Paper Hourly Retirement PlanClearwater Paper Hourly Reti…$103MWiltel Communications, LLC Pension PlanWiltel Communications, LLC P…$103MBlue Diamond Growers Employees Pension PlanBlue Diamond Growers Employe…$103MTeamsters Local Union No. 716 Pension PlanTeamsters Local Union No. 71…$103MMichigan Upper Peninsula Intrl Brotherhood of Elec Workers Pension PlanMichigan Upper Peninsula Int…$103M
End-of-year total assets ($M) among Wiltel Communications, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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.)

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.

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 ($B) Participants Wiltel Communications, LLC Pension Plan, Total assets ($B): 0.102673808 · Participants: 0Wiltel Communications, LLC Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE 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 →

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 Clearwater Paper Hourly Retirement Plan in WA at $103M (this filing: $103M).

DOL Form 5500 plan year 2024. 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 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).

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.