Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$707,381
2025 Contributions
$355
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $707,381 | $0 | - |
| Jeffries Inc. Retirement Plan | - | 3 | $707,381 | - | - |
| 2024 | 1 | 3 | $583,064 | $355 | $118iApproximate average salary by contribution assumption: employee only about $2,958 at 4% or $1,972 at 6%; with 50% employer match about $1,972 at 4% or $1,315 at 6%; with 100% employer match about $1,479 at 4% or $986 at 6%. |
| Jeffries Inc. Retirement Plan | - | 3 | $583,064 | $355 | $118iApproximate average salary by contribution assumption: employee only about $2,958 at 4% or $1,972 at 6%; with 50% employer match about $1,972 at 4% or $1,315 at 6%; with 100% employer match about $1,479 at 4% or $986 at 6%. |
| 2023 | 1 | 3 | $425,528 | $602 | $201iApproximate average salary by contribution assumption: employee only about $5,017 at 4% or $3,344 at 6%; with 50% employer match about $3,344 at 4% or $2,230 at 6%; with 100% employer match about $2,508 at 4% or $1,672 at 6%. |
| Jeffries Inc. Retirement Plan | - | 3 | $425,528 | $602 | $201iApproximate average salary by contribution assumption: employee only about $5,017 at 4% or $3,344 at 6%; with 50% employer match about $3,344 at 4% or $2,230 at 6%; with 100% employer match about $2,508 at 4% or $1,672 at 6%. |
| 2022 | 1 | 3 | $604,778 | $552 | $184iApproximate average salary by contribution assumption: employee only about $4,600 at 4% or $3,067 at 6%; with 50% employer match about $3,067 at 4% or $2,044 at 6%; with 100% employer match about $2,300 at 4% or $1,533 at 6%. |
| Jeffries Inc. Retirement Plan | - | 3 | $604,778 | $552 | $184iApproximate average salary by contribution assumption: employee only about $4,600 at 4% or $3,067 at 6%; with 50% employer match about $3,067 at 4% or $2,044 at 6%; with 100% employer match about $2,300 at 4% or $1,533 at 6%. |
| 2021 | 1 | 2 | $376,106 | $508 | $254iApproximate average salary by contribution assumption: employee only about $6,350 at 4% or $4,233 at 6%; with 50% employer match about $4,233 at 4% or $2,822 at 6%; with 100% employer match about $3,175 at 4% or $2,117 at 6%. |
| Jeffries Inc. Retirement Plan | - | 2 | $376,106 | $508 | $254iApproximate average salary by contribution assumption: employee only about $6,350 at 4% or $4,233 at 6%; with 50% employer match about $4,233 at 4% or $2,822 at 6%; with 100% employer match about $3,175 at 4% or $2,117 at 6%. |
| 2020 | 1 | 1 | $319,514 | $0 | - |
| Jeffries Inc. Retirement Plan | - | 1 | $319,514 | - | - |
| 2019 | 1 | 1 | $319,514 | $0 | - |
| Jeffries Inc. Retirement Plan | - | 1 | $319,514 | - | - |
| 2018 | 1 | 1 | $319,514 | $392,230 | $392,230iApproximate average salary by contribution assumption: employee only about $9,805,750 at 4% or $6,537,167 at 6%; with 50% employer match about $6,537,167 at 4% or $4,358,111 at 6%; with 100% employer match about $4,902,875 at 4% or $3,268,583 at 6%. |
| Jeffries Inc. Retirement Plan | - | 1 | $319,514 | $392,230 | $392,230iApproximate average salary by contribution assumption: employee only about $9,805,750 at 4% or $6,537,167 at 6%; with 50% employer match about $6,537,167 at 4% or $4,358,111 at 6%; with 100% employer match about $4,902,875 at 4% or $3,268,583 at 6%. |