Plan5500

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
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    560 participants · 2Sch HSch C
    View filing →
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
Money in vs. money out
Total income / additions$18M
Total expenses$4.7M
Benefits paid / distributions$4.6M
Contributions
Employer$806.7K
Participant$2.8M
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.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    T. Rowe Price$2.6K
    NONE · Direct $2.6K · Indirect $0

Related Form 5500 pages