Jefferies Financial Group Inc. Savings And Retirement Plan — Form 5500 plan (Jefferies Financial Group Inc.)
Plain-English plan 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. Savings And Retirement Plan is a benefit plan reported by Jefferies Financial Group Inc. under EIN 13-2615557 and plan number 002. The latest loaded filing year is 2023. The filing reports 560 participants and $83,639,978 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$83.6MPlan net assets, end of year$83,639,978
Participants560Covered participants reported
Assets / participant$149.4KComputed: assets ÷ participants$149,357 (computed)
Provider compensation$2.6K1 Schedule C provider row(s)$2,580
- Plan sponsor
- Jefferies Financial Group Inc.
- EIN
- 13-2615557
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 560 | H, C | 20241014110108NAL0025989825001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$83.6M total assets
Net assets$83.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $83,639,978
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $83,639,978
- Net assets (BOY)
- $70,311,123
Income & contributions
- Employer contributions
- $806,747
- Participant contributions
- $2,791,050
- Total contributions
- $4,086,235
- Total income / additions
- $18,010,248
Expenses & distributions
- Benefits paid
- $4,635,570
- Administrative expenses
- $2,584
- Total expenses
- $4,681,393
- Net increase / (decrease)
- $13,328,855
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price | NONE | $2,580 | $0 | 2023 |