Jefferies Financial Group 401(k) and pension plans

Jefferies Financial Group, Inc., New York, NY. EIN 13-2615557. Annual reports 2009–2025. Also filed as Jefferies Group, Inc.; Jefferies Group LLC; Jefferies Financial Group Inc.; Leucadia National Corporation.

Jefferies Financial Group, Inc. has 4 active retirement plans on file. The largest is the Jefferies Financial Group Inc. Savings and Retirement Plan, with 460 participants and $96.1 million in assets in 2025. T. Rowe Price has been its recordkeeper since 2010.

Active plans: 4
Participants: 8,714
Plan assets: $1.7 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Finance and insurance

All 5 plans

Active plans first

Jefferies Financial Group Inc. Savings and Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 13-2615557
Participants (2025): 460
Net assets (2025): $96.1 million
Recordkeeper: T. Rowe Price2010–2025
Plan administrator: Jefferies Financial Group Inc.
520 Madison Ave.
New York, NY 10022
(212) 460-1900As filed for 2025
In effect since: January 1, 1982

Earlier sponsor: Leucadia National Corporation (2009–2017).

Earlier plan names: Leucadia National Corporation Savings and Retirement Plan; Jefferies Financial Group Inc Savings and Retirement Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	460	$96.1 million	T. Rowe Price
2024	462	$92.6 million	T. Rowe Price
2023	544	$83.6 million	T. Rowe Price
2022	560	$70.3 million	T. Rowe Price
2021	550	$85.1 million	T. Rowe Price
2020	510	$75.1 million	T. Rowe Price
2019	514	$72.4 million	T. Rowe Price
2018	503	$62.9 million	T. Rowe Price
2017	510	$63.6 million	T. Rowe Price
2016	514	$57.4 million	T. Rowe Price
2015	488	$53.3 million	T. Rowe Price
2014	481	$59.1 million	T. Rowe Price
2013	483	$55.1 million	T. Rowe Price
2012	514	$51.8 million	T. Rowe Price
2011	548	$47.4 million	T. Rowe Price
2010	766	$47.7 million	T. Rowe Price
2009	522	$44.2 million	not listed

Jefferies Employees' Profit Sharing Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 13-2615557
Participants (2024): 5,450
Net assets (2024): $1.4 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Jefferies Financial Group, Inc.
520 Madison Avenue
New York, NY 10022
(212) 284-2300As filed for 2024
In effect since: July 1, 1964

Plans merged into this one: The Jefferies Group, Inc. Employee Stock Ownership Plan (2013).

Earlier sponsor: Jefferies Group, Inc. (2009–2020).

Earlier plan names: Jefferies Group Inc. Employees' Profit Sharing Plan; Jefferies Group, Inc. Employees' Profit Sharing Plan; Jefferies Group LLC Employees' Profit Sharing Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,450	$1.4 billion	Fidelity
2023	5,610	$1.3 billion	Fidelity
2022	5,213	$928 million	Fidelity
2021	4,851	$820 million	Fidelity
2020	4,729	$901 million	Fidelity
2019	4,319	$729 million	Fidelity
2018	4,248	$614 million	Fidelity
2017	4,244	$531 million	Fidelity
2016	3,972	$523 million	Fidelity
2015	3,871	$429 million	Fidelity
2014	4,677	$406 million	Fidelity
2013	4,420	$402 million	Fidelity
2012	3,575	$322 million	Fidelity
2011	3,733	$251 million	Fidelity
2010	3,858	$210 million	Fidelity
2009	4,271	$211 million	Fidelity

Wiltel Communications, LLC Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 13-2615557
Participants (2024): 2,363
Net assets (2024): $103 million
Plan administrator: Jefferies Financial Group Inc.
520 Madison Avenue, Attn - Tax Dept
New York, NY 10022
(212) 460-1900As filed for 2024
In effect since: January 1, 2001

Earlier sponsor: Leucadia National Corporation (2009–2017).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,363	$103 million	not listed
2023	2,409	$105 million	not listed
2022	2,468	$98.9 million	not listed
2021	2,493	$138 million	not listed
2020	2,517	$132 million	not listed
2019	2,565	$113 million	not listed
2018	2,598	$90.9 million	not listed
2017	2,634	$101 million	not listed
2016	2,660	$85.5 million	not listed
2015	2,685	$86.3 million	not listed
2014	5,147	$189 million	not listed
2013	5,256	$192 million	not listed
2012	5,287	$198 million	not listed
2011	5,334	$190 million	not listed
2010	5,378	$184 million	not listed
2009	5,392	$129 million	not listed

Jefferies Employees' Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 13-2615557
Participants (2024): 441
Net assets (2024): $41.9 million
Plan administrator: Jefferies Financial Group Inc.
520 Madison Ave., Attn Tax Dept
New York, NY 10022
(212) 284-2300As filed for 2024
In effect since: July 1, 1964

Earlier sponsor: Jefferies Group, Inc. (2009–2021).

Earlier plan names: Jefferies Group, Inc. Employees' Pension Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	441	$41.9 million	not listed
2023	470	$46.0 million	not listed
2022	479	$44.9 million	not listed
2021	500	$63.6 million	not listed
2020	520	$63.6 million	not listed
2019	533	$57.0 million	not listed
2018	550	$48.1 million	not listed
2017	571	$55.0 million	not listed
2016	585	$51.4 million	not listed
2015	600	$45.8 million	not listed
2014	613	$51.2 million	not listed
2013	621	$48.2 million	not listed
2012	633	$43.4 million	not listed
2011	648	$39.2 million	not listed
2010	662	$38.6 million	not listed
2009	678	$35.8 million	not listed

Leucadia National Corporation Retirement Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2010, which means its assets were paid out or moved and it no longer exists.

Plan number: 003Employer EIN 13-2615557
Participants (2009): 1,216
Net assets (2009): $50.6 million
Plan administrator: Leucadia National Corporation
315 Park Avenue South, 20TH Floor
New York, NY 10010
(212) 460-1900As filed for 2010
In effect since: December 1, 1962

Year by year, 2009 to 2010

Plan year	Participants	Net assets	Recordkeeper
2010	0	$0	not listed
2009	1,216	$50.6 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Jefferies Employees' Profit Sharing Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((212) 460-1900). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 5 plans

Jefferies Financial Group Inc. Savings and Retirement Plan

Jefferies Employees' Profit Sharing Plan

Wiltel Communications, LLC Pension Plan

Jefferies Employees' Pension Plan

Leucadia National Corporation Retirement Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in NY