Stifel Financial Corp.
Plan context: Stifel Financial Profit Sharing 401(K) Plan
EIN 43-1273600 • St. Louis, MO • 41 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
8,303
2024 Assets
$2,319,960,096
2024 Contributions
$168,460,630
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 8,303 | $2,319,960,096 | $168,460,630 | $20,289iApproximate average salary by contribution assumption: employee only about $507,228 at 4% or $338,152 at 6%; with 50% employer match about $338,152 at 4% or $225,435 at 6%; with 100% employer match about $253,614 at 4% or $169,076 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 8,303 | $2,319,960,096 | $168,460,630 | $20,289iApproximate average salary by contribution assumption: employee only about $507,228 at 4% or $338,152 at 6%; with 50% employer match about $338,152 at 4% or $225,435 at 6%; with 100% employer match about $253,614 at 4% or $169,076 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 8,236 | - | - | - |
| 2023 | 2 | 8,189 | $1,982,716,271 | $163,853,638 | $20,009iApproximate average salary by contribution assumption: employee only about $500,225 at 4% or $333,483 at 6%; with 50% employer match about $333,483 at 4% or $222,322 at 6%; with 100% employer match about $250,112 at 4% or $166,742 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 8,189 | $1,982,716,271 | $163,853,638 | $20,009iApproximate average salary by contribution assumption: employee only about $500,225 at 4% or $333,483 at 6%; with 50% employer match about $333,483 at 4% or $222,322 at 6%; with 100% employer match about $250,112 at 4% or $166,742 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 6,606 | - | - | - |
| 2022 | 2 | 8,119 | $1,692,036,588 | $144,661,383 | $17,818iApproximate average salary by contribution assumption: employee only about $445,441 at 4% or $296,961 at 6%; with 50% employer match about $296,961 at 4% or $197,974 at 6%; with 100% employer match about $222,720 at 4% or $148,480 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 8,119 | $1,692,036,588 | $144,661,383 | $17,818iApproximate average salary by contribution assumption: employee only about $445,441 at 4% or $296,961 at 6%; with 50% employer match about $296,961 at 4% or $197,974 at 6%; with 100% employer match about $222,720 at 4% or $148,480 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 6,612 | - | - | - |
| 2021 | 2 | 8,047 | $1,908,005,705 | $145,907,414 | $18,132iApproximate average salary by contribution assumption: employee only about $453,298 at 4% or $302,198 at 6%; with 50% employer match about $302,198 at 4% or $201,466 at 6%; with 100% employer match about $226,649 at 4% or $151,099 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 7,968 | $1,908,005,705 | $145,907,414 | $18,312iApproximate average salary by contribution assumption: employee only about $457,792 at 4% or $305,195 at 6%; with 50% employer match about $305,195 at 4% or $203,463 at 6%; with 100% employer match about $228,896 at 4% or $152,597 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 8,047 | - | - | - |
| 2020 | 2 | 7,765 | $1,636,535,094 | $131,212,240 | $16,898iApproximate average salary by contribution assumption: employee only about $422,448 at 4% or $281,632 at 6%; with 50% employer match about $281,632 at 4% or $187,755 at 6%; with 100% employer match about $211,224 at 4% or $140,816 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 7,765 | $1,636,535,094 | $131,212,240 | $16,898iApproximate average salary by contribution assumption: employee only about $422,448 at 4% or $281,632 at 6%; with 50% employer match about $281,632 at 4% or $187,755 at 6%; with 100% employer match about $211,224 at 4% or $140,816 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 7,733 | - | - | - |
| 2019 | 2 | 7,573 | $1,346,311,145 | $129,347,634 | $17,080iApproximate average salary by contribution assumption: employee only about $427,003 at 4% or $284,668 at 6%; with 50% employer match about $284,668 at 4% or $189,779 at 6%; with 100% employer match about $213,501 at 4% or $142,334 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 7,573 | $1,346,311,145 | $129,347,634 | $17,080iApproximate average salary by contribution assumption: employee only about $427,003 at 4% or $284,668 at 6%; with 50% employer match about $284,668 at 4% or $189,779 at 6%; with 100% employer match about $213,501 at 4% or $142,334 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 7,523 | - | - | - |
| 2018 | 2 | 7,193 | $1,055,616,858 | $95,393,230 | $13,262iApproximate average salary by contribution assumption: employee only about $331,549 at 4% or $221,033 at 6%; with 50% employer match about $221,033 at 4% or $147,355 at 6%; with 100% employer match about $165,774 at 4% or $110,516 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 7,039 | $1,055,616,858 | $95,393,230 | $13,552iApproximate average salary by contribution assumption: employee only about $338,802 at 4% or $225,868 at 6%; with 50% employer match about $225,868 at 4% or $150,579 at 6%; with 100% employer match about $169,401 at 4% or $112,934 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 7,193 | - | - | - |
| 2017 | 2 | 6,834 | $1,123,157,128 | $91,661,333 | $13,413iApproximate average salary by contribution assumption: employee only about $335,314 at 4% or $223,542 at 6%; with 50% employer match about $223,542 at 4% or $149,028 at 6%; with 100% employer match about $167,657 at 4% or $111,771 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 6,637 | $1,123,157,128 | $91,661,333 | $13,811iApproximate average salary by contribution assumption: employee only about $345,266 at 4% or $230,178 at 6%; with 50% employer match about $230,178 at 4% or $153,452 at 6%; with 100% employer match about $172,633 at 4% or $115,089 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 6,834 | - | - | - |
| 2016 | 2 | 6,761 | $918,711,629 | $90,995,580 | $13,459iApproximate average salary by contribution assumption: employee only about $336,472 at 4% or $224,315 at 6%; with 50% employer match about $224,315 at 4% or $149,543 at 6%; with 100% employer match about $168,236 at 4% or $112,157 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 6,748 | $918,711,629 | $90,995,580 | $13,485iApproximate average salary by contribution assumption: employee only about $337,121 at 4% or $224,747 at 6%; with 50% employer match about $224,747 at 4% or $149,831 at 6%; with 100% employer match about $168,560 at 4% or $112,374 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 6,761 | - | - | - |
| 2015 | 2 | 6,735 | $776,990,224 | $73,409,901 | $10,900iApproximate average salary by contribution assumption: employee only about $272,494 at 4% or $181,663 at 6%; with 50% employer match about $181,663 at 4% or $121,108 at 6%; with 100% employer match about $136,247 at 4% or $90,831 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 6,735 | $776,990,224 | $73,409,901 | $10,900iApproximate average salary by contribution assumption: employee only about $272,494 at 4% or $181,663 at 6%; with 50% employer match about $181,663 at 4% or $121,108 at 6%; with 100% employer match about $136,247 at 4% or $90,831 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 6,506 | - | - | - |
| 2014 | 2 | 5,938 | $768,539,681 | $69,732,687 | $11,743iApproximate average salary by contribution assumption: employee only about $293,587 at 4% or $195,724 at 6%; with 50% employer match about $195,724 at 4% or $130,483 at 6%; with 100% employer match about $146,793 at 4% or $97,862 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 5,938 | $768,539,681 | $69,732,687 | $11,743iApproximate average salary by contribution assumption: employee only about $293,587 at 4% or $195,724 at 6%; with 50% employer match about $195,724 at 4% or $130,483 at 6%; with 100% employer match about $146,793 at 4% or $97,862 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 5,795 | - | - | - |
| 2013 | 3 | 5,225 | $717,879,405 | $248,474,419 | $47,555iApproximate average salary by contribution assumption: employee only about $1,188,873 at 4% or $792,582 at 6%; with 50% employer match about $792,582 at 4% or $528,388 at 6%; with 100% employer match about $594,436 at 4% or $396,291 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 5,225 | $717,879,405 | $248,334,721 | $47,528iApproximate average salary by contribution assumption: employee only about $1,188,204 at 4% or $792,136 at 6%; with 50% employer match about $792,136 at 4% or $528,091 at 6%; with 100% employer match about $594,102 at 4% or $396,068 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 0 | - | $139,698 | - |
| Stifel Financial Corp. Group Benefits Plan | - | 4,423 | - | - | - |
| 2012 | 3 | 4,774 | $421,531,553 | $49,276,654 | $10,322iApproximate average salary by contribution assumption: employee only about $258,047 at 4% or $172,031 at 6%; with 50% employer match about $172,031 at 4% or $114,688 at 6%; with 100% employer match about $129,023 at 4% or $86,016 at 6%. |
| Stifel Financial Profit Sharing 401(K) Plan | - | 4,774 | $395,604,283 | $48,997,258 | $10,263iApproximate average salary by contribution assumption: employee only about $256,584 at 4% or $171,056 at 6%; with 50% employer match about $171,056 at 4% or $114,037 at 6%; with 100% employer match about $128,292 at 4% or $85,528 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 4,197 | $25,927,270 | $279,396 | $67iApproximate average salary by contribution assumption: employee only about $1,664 at 4% or $1,110 at 6%; with 50% employer match about $1,110 at 4% or $740 at 6%; with 100% employer match about $832 at 4% or $555 at 6%. |
| Stifel Financial Corp. Group Benefits Plan | - | 4,086 | - | - | - |
| 2011 | 1 | 4,138 | $27,209,593 | $279,395 | $68iApproximate average salary by contribution assumption: employee only about $1,688 at 4% or $1,125 at 6%; with 50% employer match about $1,125 at 4% or $750 at 6%; with 100% employer match about $844 at 4% or $563 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 4,138 | $27,209,593 | $279,395 | $68iApproximate average salary by contribution assumption: employee only about $1,688 at 4% or $1,125 at 6%; with 50% employer match about $1,125 at 4% or $750 at 6%; with 100% employer match about $844 at 4% or $563 at 6%. |
| 2010 | 1 | 3,281 | $36,579,481 | $279,395 | $85iApproximate average salary by contribution assumption: employee only about $2,129 at 4% or $1,419 at 6%; with 50% employer match about $1,419 at 4% or $946 at 6%; with 100% employer match about $1,064 at 4% or $710 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 3,281 | $36,579,481 | $279,395 | $85iApproximate average salary by contribution assumption: employee only about $2,129 at 4% or $1,419 at 6%; with 50% employer match about $1,419 at 4% or $946 at 6%; with 100% employer match about $1,064 at 4% or $710 at 6%. |
| 2009 | 1 | 2,554 | $35,953,953 | $279,395 | $109iApproximate average salary by contribution assumption: employee only about $2,735 at 4% or $1,823 at 6%; with 50% employer match about $1,823 at 4% or $1,216 at 6%; with 100% employer match about $1,367 at 4% or $912 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 2,554 | $35,953,953 | $279,395 | $109iApproximate average salary by contribution assumption: employee only about $2,735 at 4% or $1,823 at 6%; with 50% employer match about $1,823 at 4% or $1,216 at 6%; with 100% employer match about $1,367 at 4% or $912 at 6%. |
| 2008 | 1 | 1,614 | $28,600,633 | $279,396 | $173iApproximate average salary by contribution assumption: employee only about $4,328 at 4% or $2,885 at 6%; with 50% employer match about $2,885 at 4% or $1,923 at 6%; with 100% employer match about $2,164 at 4% or $1,443 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 1,614 | $28,600,633 | $279,396 | $173iApproximate average salary by contribution assumption: employee only about $4,328 at 4% or $2,885 at 6%; with 50% employer match about $2,885 at 4% or $1,923 at 6%; with 100% employer match about $2,164 at 4% or $1,443 at 6%. |
| 2007 | 1 | 1,388 | $23,050,306 | $279,396 | $201iApproximate average salary by contribution assumption: employee only about $5,032 at 4% or $3,355 at 6%; with 50% employer match about $3,355 at 4% or $2,237 at 6%; with 100% employer match about $2,516 at 4% or $1,677 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 1,388 | $23,050,306 | $279,396 | $201iApproximate average salary by contribution assumption: employee only about $5,032 at 4% or $3,355 at 6%; with 50% employer match about $3,355 at 4% or $2,237 at 6%; with 100% employer match about $2,516 at 4% or $1,677 at 6%. |
| 2006 | 1 | 1,519 | $18,078,921 | $279,395 | $184iApproximate average salary by contribution assumption: employee only about $4,598 at 4% or $3,066 at 6%; with 50% employer match about $3,066 at 4% or $2,044 at 6%; with 100% employer match about $2,299 at 4% or $1,533 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 1,519 | $18,078,921 | $279,395 | $184iApproximate average salary by contribution assumption: employee only about $4,598 at 4% or $3,066 at 6%; with 50% employer match about $3,066 at 4% or $2,044 at 6%; with 100% employer match about $2,299 at 4% or $1,533 at 6%. |
| 2005 | 1 | 1,039 | $18,168,240 | $279,395 | $269iApproximate average salary by contribution assumption: employee only about $6,723 at 4% or $4,482 at 6%; with 50% employer match about $4,482 at 4% or $2,988 at 6%; with 100% employer match about $3,361 at 4% or $2,241 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 1,039 | $18,168,240 | $279,395 | $269iApproximate average salary by contribution assumption: employee only about $6,723 at 4% or $4,482 at 6%; with 50% employer match about $4,482 at 4% or $2,988 at 6%; with 100% employer match about $3,361 at 4% or $2,241 at 6%. |
| 2004 | 1 | 1,056 | $10,562,301 | $279,395 | $265iApproximate average salary by contribution assumption: employee only about $6,614 at 4% or $4,410 at 6%; with 50% employer match about $4,410 at 4% or $2,940 at 6%; with 100% employer match about $3,307 at 4% or $2,205 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 1,056 | $10,562,301 | $279,395 | $265iApproximate average salary by contribution assumption: employee only about $6,614 at 4% or $4,410 at 6%; with 50% employer match about $4,410 at 4% or $2,940 at 6%; with 100% employer match about $3,307 at 4% or $2,205 at 6%. |
| 2003 | 1 | 1,030 | $7,760,689 | $279,395 | $271iApproximate average salary by contribution assumption: employee only about $6,781 at 4% or $4,521 at 6%; with 50% employer match about $4,521 at 4% or $3,014 at 6%; with 100% employer match about $3,391 at 4% or $2,260 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 1,030 | $7,760,689 | $279,395 | $271iApproximate average salary by contribution assumption: employee only about $6,781 at 4% or $4,521 at 6%; with 50% employer match about $4,521 at 4% or $3,014 at 6%; with 100% employer match about $3,391 at 4% or $2,260 at 6%. |
| 2002 | 1 | 1,013 | $4,756,629 | $279,395 | $276iApproximate average salary by contribution assumption: employee only about $6,895 at 4% or $4,597 at 6%; with 50% employer match about $4,597 at 4% or $3,065 at 6%; with 100% employer match about $3,448 at 4% or $2,298 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 1,013 | $4,756,629 | $279,395 | $276iApproximate average salary by contribution assumption: employee only about $6,895 at 4% or $4,597 at 6%; with 50% employer match about $4,597 at 4% or $3,065 at 6%; with 100% employer match about $3,448 at 4% or $2,298 at 6%. |
| 2001 | 1 | 984 | $4,848,376 | $279,395 | $284iApproximate average salary by contribution assumption: employee only about $7,098 at 4% or $4,732 at 6%; with 50% employer match about $4,732 at 4% or $3,155 at 6%; with 100% employer match about $3,549 at 4% or $2,366 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 984 | $4,848,376 | $279,395 | $284iApproximate average salary by contribution assumption: employee only about $7,098 at 4% or $4,732 at 6%; with 50% employer match about $4,732 at 4% or $3,155 at 6%; with 100% employer match about $3,549 at 4% or $2,366 at 6%. |
| 2000 | 1 | 870 | $5,513,331 | $279,395 | $321iApproximate average salary by contribution assumption: employee only about $8,029 at 4% or $5,352 at 6%; with 50% employer match about $5,352 at 4% or $3,568 at 6%; with 100% employer match about $4,014 at 4% or $2,676 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 870 | $5,513,331 | $279,395 | $321iApproximate average salary by contribution assumption: employee only about $8,029 at 4% or $5,352 at 6%; with 50% employer match about $5,352 at 4% or $3,568 at 6%; with 100% employer match about $4,014 at 4% or $2,676 at 6%. |
| 1999 | 1 | 725 | $5,105,268 | $279,395 | $385iApproximate average salary by contribution assumption: employee only about $9,634 at 4% or $6,423 at 6%; with 50% employer match about $6,423 at 4% or $4,282 at 6%; with 100% employer match about $4,817 at 4% or $3,211 at 6%. |
| Stifel Financial Corp. Stock Ownership Plan & Trust | - | 725 | $5,105,268 | $279,395 | $385iApproximate average salary by contribution assumption: employee only about $9,634 at 4% or $6,423 at 6%; with 50% employer match about $6,423 at 4% or $4,282 at 6%; with 100% employer match about $4,817 at 4% or $3,211 at 6%. |