Jefferies Financial Group, Inc. 401(k) Plan: Login, Facts & Contact Information
Jefferies Financial Group, Inc. 401(k) Login
229 former Jefferies Financial Group, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Jefferies Financial Group, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $3.99 million went into the plan in contributions, $812,806 of it from the employer (20%).
- $8.53 million was paid out to participants.
- Investment and other income added $13.6 million.
- Administrative expenses were $2,520, about $6 per account.
How the Jefferies Financial Group, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 503 | $72.4 million | $1.09 million | $8.23 million |
| 2020 | 514 | $75.1 million | $1.10 million | $11.7 million |
| 2021 | 510 | $85.1 million | $1.12 million | $5.78 million |
| 2022 | 550 | $70.3 million | $995,734 | $3.60 million |
| 2023 | 560 | $83.6 million | $806,747 | $4.64 million |
| 2024 | 544 | $92.6 million | $812,806 | $8.53 million |
Jefferies Financial Group, Inc. 401(k) Contact Information
Questions about the Jefferies Financial Group, Inc. 401(k)
Does Jefferies Financial Group, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $812,806, 20% of all contributions.
Does the Jefferies Financial Group, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Jefferies Financial Group, Inc 401(k) plan?
544 participants at the start of plan year 2024, 207 of them active employees, and 229 former employees who still had money in the plan.
What is the average 401(k) balance at Jefferies Financial Group, Inc?
About $217,421 per account: $92.6 million in plan assets across 426 accounts with a balance at the end of plan year 2024.
Who manages the Jefferies Financial Group, Inc 401(k) accounts?
T. Rowe Price is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Jefferies Financial Group, Inc. How do I access my 401(k)?
Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.