Defined Benefit (Pension) · DOL Form 5500 · 2024

Jefferies Financial Group Inc. Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
33
Participants Small participant base
82nd
Percentile by assets National rank
$1.3M
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

$42M in assets, 33 participants

Jefferies Financial Group Inc.'s Jefferies Employees' Pension Plan reported $42M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,173 in Finance & Insurance (8,549 peers)

Where Jefferies Employees' Pension Plan sits by assets

Jefferies Employees' Pension Plan sits in the top quartile of all filed plans by assets, $42M for 33 participants (~$1.3M/participant), down 9.0% in 2024.

#6,173
in Finance & Insurance (8,549 peers)
-9.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$41,915,966 Top 18% higher than 82% 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

Jefferies Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2024 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 2023 → plan year 2024

  • Jefferies Employees' Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Jefferies Employees' Pension Plan end-of-year assets fell from $46M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Jefferies Employees' Pension Plan · $42M · 33 · 82nd

  • PHOTO $42M
  • IND 33
  • EOY 82nd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Silgan Can Company Pension Plan for Hourly Employees
  • PCT ind #6173

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

Lifepoint Marquette Pension PlanLifepoint Marquette Pension …$42MJefferies Employees' Pension PlanJefferies Employees' Pension…$42MSilgan Can Company Pension Plan for Hourly EmployeesSilgan Can Company Pension P…$42MRetirement Plan for Employees of Garrett County Memorial HospitalRetirement Plan for Employee…$42MPension Plan for Employees of Unisource Energy ServicesPension Plan for Employees o…$42M
End-of-year total assets ($M) among Jefferies Employees' 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)$46M
Net Assets (End of Year)$42M
Net Income-$4M
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 -505101520 Total assets ($B) Participants Jefferies Employees' Pension Plan, Total assets ($B): 0.041915966 · Participants: 33Jefferies Employees' 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
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 Silgan Can Company Pension Plan for Hourly Employees in CA ($42M); by covered participants it is Bokers, Inc. Salaried Pension Plan in MN (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 2024. 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 2024? ▼
Jefferies Employees' Pension Plan pulled back noticeably - down 9.0% during 2024, from $46M to $42M. Reported net income was -$4M.
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 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Silgan Can Company Pension Plan for Hourly Employees in CA ($42M, 93 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 Bokers, Inc. Salaried Pension Plan in MN (33 participants, $14M in assets).

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.