401(k) · DOL Form 5500 · 2024

Jefferies Financial Group Inc. 401(k) Plan

Data updated 2026-08-11

$93M
Total assets: 192
Participants: 90th
Percentile by assets: $482,404
Avg per participant

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.

90th percentile by assets (of 123,622 plans)
#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.

$93M
total plan assets (2024 EOY): 192
covered participants: 90th
percentile by assets (of 123,622 plans): $482,404
avg assets per participant

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 →

State

New York

Industry

Management of Enterprises

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Jefferies Financial Group Inc. Savings and Retirement Plan reports 192 participants - about 24% of that state average ($93M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$84M
Net Assets (End of Year)	$93M
Net Income	$9M
Employer EIN	132615557
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jefferies Financial Group Inc.)

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 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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Jefferies Financial Group Inc. Savings a… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Jefferies Financial Group Inc. Savings and Retirement Plan by total assets, not by location.

Cives Corporation Savings and Retirement Plan (GA) $93M · 1,208
Icr, Inc. Retirement Trust (CO) $93M · 596
Dhi 401(k) Plan (CO) $93M · 461
Arclin 401(k) Savings Plan (GA) $93M · 618

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).

Next read for Jefferies Financial Group Inc. Savings a…

Filing takeaways

Ways to act on Jefferies Financial Group Inc. Savings and Retirement Plan's numbers.

By total assets, Jefferies Financial Group Inc. Savings and Retirement Plan ranks in the top 10% of all filed plans by assets. 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 Management of Enterprises plans

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.