How big is Southeastern Asset Management, Inc.'s plan?

Southeastern Asset Management, Inc.'s plan reported $35.5M in assets and 21 participants for 2025.

Original filing (PDF)20260318162422NAL0003316929001

Southeastern Asset Management, Inc.

Name: Southeastern Asset Management, Inc. — Southeastern, Form 5500 (2025)
Creator: Southeastern Asset Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southeastern Asset Management, Inc. Profit Sharing Plan

Defined-contribution retirement plan · Southeastern Asset Management, Inc.'s Southeastern Asset Management, Inc. Profit Sharing Plan held $35.5M in plan assets for 21 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

Plan identifiers

Southeastern Asset Management, Inc.'s EIN is 62-0951781.

EIN 62-0951781

Plan number 001

Plan year 2025

ACK ID 20260318162422NAL0003316929001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southeastern Asset Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southeastern Asset Management, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SOUTHEASTERN ASSET MANAGEMENT, INC.

EIN

all filings

Address

5100 POPLAR · SUITE 2450 · MEMPHIS, TN · 38137

Phone

(901) 761-2474

Industry

Finance & Insurance

Plan administrator