Jefferies Financial Group 401(k) match, vesting and fees
What Jefferies Financial Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Tanner LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 118 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Jefferies Financial Group: employer contribution per participant | $2,793 | |
| Peer median | $3,354 |
| Jefferies Financial Group: average balance | $282,597 | |
| Peer median | $126,365 |
| Jefferies Financial Group: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $820M at the end of plan year 2021 to $1.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,450 | $1.4B | $14.1M | $2,793 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 5,610 | $1.3B | $13.1M | $2,579 | — | Not published | Form 5500 ↗ |
| 2022 | 5,213 | $928M | $11.8M | $2,500 | — | Not published | Form 5500 ↗ |
| 2021 | 4,851 | $820M | $10.5M | $2,383 | — | Not published | Form 5500 ↗ |
Other Jefferies Financial Group plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jefferies Financial Group Inc. Savings and Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T. Rowe Price | Schedule C ↗ |
| Independent auditor | Tanner LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Wiltel Communications, LLC Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Tanner, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Jefferies Employees' Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Tanner LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Jefferies Financial Group match 401(k) contributions?
The match terms for the Jefferies Employees' Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $14.1M in employer contributions, about $2,793 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jefferies Financial Group 401(k) match vested?
The vesting schedule for the Jefferies Employees' Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jefferies Financial Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Jefferies Financial Group, Inc..
I left Jefferies Financial Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jefferies Financial Group, Inc., (212) 284-2300) or the recordkeeper, Fidelity Investments Institutional. The Jefferies Financial Group old 401(k) page lists the contacts from every plan filing. Find an old Jefferies Financial Group 401(k)
Data from the public Form 5500 annual reports Jefferies Financial Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jefferies Financial Group. Not financial advice. Report a correction · Methodology