2023 Form 5500 filing — Jefferies Employees' Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250722085318NAL0001065155001) for Jefferies Employees' Profit Sharing Plan, reported by Jefferies Financial Group, Inc. under EIN 13-2615557 and plan number 005. It reports 5,213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.3BReported net assets$1,287,589,543
Participants5.2K5,213
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250722085318NAL0001065155001
- Plan sponsor
- Jefferies Financial Group, Inc.
- EIN
- 13-2615557
- Plan number
- 005
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.3B total assets
Net assets$1.3BLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,287,589,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,287,589,543
- Employer contributions
- $13,067,608
- Participant contributions
- $71,355,186
- Total income / additions
- $428,792,620
- Benefits paid
- $68,977,813
- Administrative expenses
- -$61,350
- Total expenses
- $69,059,709
- Net increase / (decrease)
- $359,732,911
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $31,578 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$88,334 | $0 |