Jefferies Employees' Profit Sharing 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 Employees' Profit Sharing Plan is a benefit plan reported by Jefferies Financial Group, Inc. under EIN 13-2615557 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,213 participants and $1,287,589,543 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.3BPlan net assets, end of year$1,287,589,543
Participants5.2KCovered participants reported5,213
Assets / participant$247KComputed: assets ÷ participants$246,996 (computed)
Provider compensationNone reported2 Schedule C provider row(s)
- Plan sponsor
- Jefferies Financial Group, Inc.
- EIN
- 13-2615557
- Plan number
- 005
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,213 | H, C | 20250722085318NAL0001065155001 |
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)$1.3B total assets
Net assets$1.3BLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,287,589,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,287,589,543
- Net assets (BOY)
- $927,856,632
Income & contributions
- Employer contributions
- $13,067,608
- Participant contributions
- $71,355,186
- Total contributions
- $103,055,670
- Total income / additions
- $428,792,620
Expenses & distributions
- Benefits paid
- $68,977,813
- Administrative expenses
- -$61,350
- Total expenses
- $69,059,709
- Net increase / (decrease)
- $359,732,911
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.
15%85%
Employer 15%Participant 85%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $31,578 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$88,334 | $0 | 2023 |