401k Record

Employers › Jefferies Financial Group

Jefferies Financial Group 401(k)

Recordkeeping fees per participant · largest plan, Jefferies Employees' Profit Sharing Plan · plan year 2024

$11.21

Higher than 15% of the 790 plans over $1B that report it.

Source

= $56,641 / 5,052
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260707121703NAL0019551681001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707121703NAL0019551681001, received 2026-07-07

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-12-01 to 2025-11-30, filing received 2026-07-07.

Largest plan, all six figures: Jefferies Employees' Profit Sharing Plan

Recordkeeping fees per participantheadline

$11.21

10th: $6.72median $34.2890th: $56.58

Higher than 15% of the 790 plans over $1B that report it.

Source

= $56,641 / 5,052
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260707121703NAL0019551681001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707121703NAL0019551681001, received 2026-07-07

Administrative expenses excluding investment management, per participant

$11.21

10th: $9.43median $44.4790th: $97.55

Higher than 11% of the 1,045 plans over $1B that report it.

Source

= $56,641 / 5,052
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260707121703NAL0019551681001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707121703NAL0019551681001, received 2026-07-07

Administrative expenses per participant

$23.53

10th: $24.33median $70.0390th: $174.36

Higher than 10% of the 1,076 plans over $1B that report it.

Source

= $118,868 / 5,052
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260707121703NAL0019551681001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707121703NAL0019551681001, received 2026-07-07

Administrative expenses as a share of assets

0.008%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 6% of the 1,076 plans over $1B that report it.

Source

= $118,868 / $1,427,677,572
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260707121703NAL0019551681001, received 2026-07-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260707121703NAL0019551681001, received 2026-07-07

Employer contributions per participant

$2,793

10th: $1,442median $3,74490th: $8,760

Higher than 34% of the 1,135 plans over $1B that report it.

Source

= $14,107,838 / 5,052
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260707121703NAL0019551681001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707121703NAL0019551681001, received 2026-07-07

Employer share of total contributions

13.3%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 4% of the 1,135 plans over $1B that report it.

Source

= $14,107,838 / $106,396,554
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260707121703NAL0019551681001, received 2026-07-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260707121703NAL0019551681001, received 2026-07-07

Plan terms, as stated in Jefferies Financial Group Inc.'s SEC filings

Employer match

“In fiscal 2025, the rate of match was 25%.”

Form 11-K filed 2026-05-22, for the year ended 2025-11-30 · plan description note, contributions · source document

Vesting

“Vesting in the Company’s contribution portion of their accounts is based on years of continuous service as follows:”

Form 11-K filed 2026-05-22, for the year ended 2025-11-30 · plan description note, vesting · source document

Terms quoted from the filing for the year ended 2025-11-30. Figures cover plan year 2024. The plan document governs.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Jefferies Employees' Profit Sharing Plan$1,427,677,5725,052 $11.21 recordkeeping fees per participant2024
Jefferies Financial Group Inc. Savings and Retirement Plan$92,621,538426 $5.92 administrative expenses excl. investment management, per participant2024

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Jefferies Financial Group's plans appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: JEFFERIES FINANCIAL GROUP, INC.; SEC registrant: Jefferies Financial Group Inc. (CIK 96223, matched by EIN; display name from the Form 11-K cover).