How big is Jefferson Financial, Inc.'s plan?

Jefferson Financial, Inc.'s plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250724102151NAL0005782384001

Jefferson Financial, Inc.

Name: Jefferson Financial, Inc. — Jefferson Financial, Form 5500 (2024)
Creator: Jefferson Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jefferson Financial 401(k) Plan

401(k) retirement plan · Jefferson Financial, Inc.'s Jefferson Financial 401(k) Plan held $2.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Jefferson Financial, Inc.'s EIN is 72-1508422.

EIN 72-1508422

Plan number 001

Plan year 2024

ACK ID 20250724102151NAL0005782384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jefferson Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jefferson Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFERSON FINANCIAL, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score