Stifel Financial Corp 401(k) Plan: Login, Facts & Contact Information

Stifel Financial Corp 401(k) Plan Facts

Plan name
STIFEL FINANCIAL PROFIT SHARING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STIFEL FINANCIAL CORP.
Participants
10,139 (8,303 active employees)
Former employees with a balance
1,726
Plan assets
$2,319,960,096 at Dec 31, 2024
Average account balance
$230,086 across 10,083 accounts
Employer contributions
$14,422,254 in plan year 2024 (9% of all contributions)
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 20, 1954
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $168.5 million went into the plan in contributions, $14.4 million of it from the employer (9%).
  • $183.6 million was paid out to participants.
  • Investment and other income added $349.0 million.
  • Administrative expenses were $394,367, about $39 per account.

How the Stifel Financial Corp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20198,520$1.35 billion$11.8 million$122.0 million
20209,148$1.64 billion$12.6 million$90.6 million
20219,296$1.91 billion$12.2 million$136.7 million
20229,663$1.69 billion$13.2 million$112.7 million
202310,021$1.98 billion$14.1 million$177.3 million
202410,139$2.32 billion$14.4 million$183.6 million

Stifel Financial Corp 401(k) Contact Information

Phone
314-342-2000
Mailing address
501 N. BROADWAY 11TH FLOOR, ST LOUIS MO 63102
Plan sponsor
STIFEL FINANCIAL CORP.
Plan administrator
STIFEL ADMINISTRATIVE COMMITTEE
Employer identification number (EIN)
43-1273600
Plan number
001

Questions about the Stifel Financial Corp 401(k)

Does Stifel Financial Corp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $14.4 million, 9% of all contributions.

Does the Stifel Financial Corp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Stifel Financial Corp 401(k) plan?

10,139 participants at the start of plan year 2024, 8,303 of them active employees, and 1,726 former employees who still had money in the plan.

What is the average 401(k) balance at Stifel Financial Corp?

About $230,086 per account: $2.32 billion in plan assets across 10,083 accounts with a balance at the end of plan year 2024.

Who manages the Stifel Financial Corp 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Stifel Financial Corp. How do I access my 401(k)?

Your account stays with Empower 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.

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