Jefferies Financial Group Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Jefferies Financial Group Inc. (EIN 13-2615557) is a plan sponsor located in New York, NY with 8 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-2615557
- Location
- New York, NY
- Loaded plans
- 9
- Total reported participants
- 17,810
- Total reported plan assets (EOY)
- $1,522,136,344
- Plans with financial data
- 4
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Jefferies Employees' Profit Sharing Plan | 005 | 5,213 | $1,287,589,543 | 2023 |
| Wiltel Communications, LLC Pension Plan | 004 | 2,468 | $104,868,663 | 2023 |
| Jefferies Financial Group Inc. Savings And Retirement Plan | 002 | 560 | $83,639,978 | 2023 |
| Jefferies Employees' Pension Plan | 006 | 479 | $46,038,160 | 2023 |
| Jefferies Group LLC Severance Plan | 506 | 3,373 | not reported in the loaded dataset | 2023 |
| Jefferies Financial Group Inc. Group Benefit Plan | 501 | 3,366 | not reported in the loaded dataset | 2023 |
| Jefferies Financial Group Inc. Travel Accident Insurance Plan | 505 | 2,000 | not reported in the loaded dataset | 2023 |
| Jefferies Financial Group Inc. Life Insurance Plan | 502 | 177 | not reported in the loaded dataset | 2023 |
| Jefferies Financial Group Inc. Long Term Disability Insurance Plan | 504 | 174 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Jefferies Financial Group Inc. Group Benefit Plan | 3,366 | — | 20240701163546NAL0002964755001 |
| 2023 | Jefferies Financial Group Inc. Life Insurance Plan | 177 | — | 20240701163625NAL0008633698001 |
| 2023 | Jefferies Financial Group Inc. Long Term Disability Insurance Plan | 174 | — | 20240701163711NAL0002965059001 |
| 2023 | Jefferies Financial Group Inc. Travel Accident Insurance Plan | 2,000 | — | 20240701163750NAL0003018643001 |
| 2023 | Jefferies Financial Group Inc. Savings And Retirement Plan | 560 | H, C | 20241014110108NAL0025989825001 |
| 2023 | Jefferies Employees' Pension Plan | 479 | H, C | 20241014115017NAL0027194033001 |
| 2023 | Wiltel Communications, LLC Pension Plan | 2,468 | H, C | 20241014115143NAL0013232947001 |
| 2023 | Jefferies Employees' Profit Sharing Plan | 5,213 | H, C | 20250722085318NAL0001065155001 |