401(k) · DOL Form 5500 · 2024

Jefferies Financial Group Inc. 401(k) Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
192
Participants Below avg headcount
90th
Percentile by assets National rank
$482,404
Avg per participant High balance/head
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Official DOL plan name: Jefferies Financial Group Inc. Savings and Retirement Plan · Sponsored by Jefferies Financial Group Inc. · New York · Management of Enterprises

$93M in assets, 192 participants

Jefferies Financial Group Inc.'s Jefferies Financial Group Inc. Savings and Retirement Plan reported $93M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #857 in Management of Enterprises (1,133 peers)

Coverage in New York

Jefferies Financial Group Inc. Savings and Retirement Plan covers 192 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $93M.

#857
in Management of Enterprises (1,133 peers)
+10.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Jefferies Financial Group Inc. Savings and Retirement Plan's outsized position by total assets

Jefferies Financial Group Inc. Savings and Retirement Plan vs every filed plan by assets

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

$92,621,538 Top 10% higher than 90% 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 Financial Group Inc. Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jefferies Financial Group Inc. Savings and Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jefferies Financial Group Inc. Savings and Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Jefferies Financial Group Inc. Savings and Retirement Plan reported participants fell from 217 in the plan year 2023 filing to 192 in the plan year 2024 filing.
  • Jefferies Financial Group Inc. Savings and Retirement Plan end-of-year assets rose from $84M in the plan year 2023 filing to $93M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132615557 · Jefferies Financial Group Inc. PY 2024 · 401(k)

Jefferies Financial Group Inc. Savings and Retirement Plan · $93M · 192 · 90th

  • EOY $93M
  • EOY 192
  • EOY 90th
  • EOY 401(k)
  • EOY near Cives Corporation Savings and Retirement Plan
  • EOY ind #857

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 →

Jefferies Financial Group Inc. Savings and Retirement Plan in the asset neighbourhood

Dhi 401(k) Plan$93MJefferies Financial Group Inc. Savings and Retirement PlanJefferies Financial Group In…$93MCives Corporation Savings and Retirement PlanCives Corporation Savings an…$93MIcr, Inc. Retirement Trust$93MArclin 401(k) Savings Plan$93M
End-of-year total assets ($M) among Jefferies Financial Group Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$93M
Net Income$9M
Employer EIN132615557
Plan Effective Date1982-01-01
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 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Jefferies Financial Group Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jefferies Financial Group Inc. Savings and Retirement Plan, Total assets ($B): 0.092621538 · Participants: 192Jefferies Financial Group Inc. Savings and Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Jefferies Financial Group Inc. Savings and Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jefferies Financial Group Inc. Savings and Retirement Plan side-by-side with 3 peers →

Jefferies Financial Group Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cives Corporation Savings and Retirement Plan in GA ($93M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Financial Group Inc. Savings and Retirement Plan assets move in 2024? ▼
Jefferies Financial Group Inc. Savings and Retirement Plan grew at a solid clip - up 10.7% during 2024, from $84M to $93M. Reported net income was $9M.
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 Financial Group Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Jefferies Financial Group Inc. Savings and Retirement Plan ranks in the 90th 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 401(k) plans are similar in size to Jefferies Financial Group Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cives Corporation Savings and Retirement Plan in GA ($93M, 1,208 participants).
Which 401(k) plans cover a similar participant headcount to Jefferies Financial Group Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawley Motors, LLC 401(k) Plan in AZ (192 participants, $8M 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.