401(k) · DOL Form 5500 · 2024
Jefferies Financial Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 3,644
- Participants
- 99th
- Percentile by assets
- $391,789
- Avg per participant
Official DOL plan name: Jefferies Employees' Profit Sharing Plan · Sponsored by Jefferies Financial Group, Inc. · New York · Finance & Insurance
$1.4B in assets, 3,644 participants
Jefferies Financial Group, Inc.'s Jefferies Employees' Profit Sharing Plan reported $1.4B in total assets and 3,644 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 123,622 plans)
- #8,368 in Finance & Insurance (8,549 peers)
Coverage in New York
Jefferies Employees' Profit Sharing Plan covers 3,644 participants in New York, 4.6x the typical New York plan (state average ~798 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 3,644
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $391,789
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jefferies Employees' Profit Sharing Plan reported net income fell from $360M in the plan year 2023 filing to $140M in the plan year 2024 filing.
- Jefferies Employees' Profit Sharing Plan reported participants rose from 3,285 in the plan year 2023 filing to 3,644 in the plan year 2024 filing.
- Jefferies Employees' Profit Sharing Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Jefferies Employees' Profit Sharing Plan reports 3,644 participants - 4.6x that state average ($1.4B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $140M |
| Employer EIN | 132615557 |
| Plan Effective Date | 1964-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jefferies Financial Group, Inc.)
| 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 Employees' Profit Sharing 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Jefferies Employees' Profit Sharing Plan by total assets, not by location.
- Umass Memorial Health Care 401(k) Plan (MA) $1.4B · 13,351
- Millerknoll Retirement Plan (MI) $1.4B · 6,998
- Aramark Retirement Savings Plan for Salaried Employees (PA) $1.4B · 20,664
- Uber Technologies, Inc. 401(k) Plan (CA) $1.4B · 10,014
Frequently Asked Questions
How did Jefferies Employees' Profit Sharing Plan assets move in 2024? ▼
How have Jefferies Financial Group, Inc. plan assets changed over time? ▼
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Next read for Jefferies Employees' Profit Sharing Plan
Filing takeaways
Ways to act on Jefferies Employees' Profit Sharing Plan's numbers.
- By total assets, Jefferies Employees' Profit Sharing Plan ranks among the largest 1% of all filed plans. 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 Finance & Insurance plans