401(k) · DOL Form 5500 · 2023

Southwood Realty Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 513
Participants Below avg headcount: 45th
Percentile by assets National rank: $9,847
Avg per participant Low balance/head

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Official DOL plan name: Southwood Realty 401(k) Plan · Sponsored by Southwood Realty Company · North Carolina · Real Estate

$5M in assets, 513 participants

Southwood Realty Company's Southwood Realty 401(k) Plan reported $5M in total assets and 513 participants in its 2023 DOL Form 5500 filing, ranking in the 45th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#3,029 in Real Estate (4,727 peers)

Southwood Realty Company multi-year trail

Southwood Realty Company's plans moved +95.2% in assets from 2022 to 2024; this filing shows Southwood Realty 401(k) Plan at $5M / 513 participants.

#3,029
in Real Estate (4,727 peers): +45.0%
assets growth YoY

Southwood Realty 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Southwood Realty 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,051,385 45th percentile higher than 45% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Southwood Realty 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwood Realty 401(k) Plan sits mid-pack in the medium band (513 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Southwood Realty 401(k) Plan reported net income rose from $879K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Southwood Realty 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Southwood Realty 401(k) Plan reported participants rose from 503 in the plan year 2022 filing to 513 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561186105 · Southwood Realty Company PY 2023 · 401(k)

Southwood Realty 401(k) Plan · $5M · 513 · 45th

PHOTO $5M
PHOTO 513
PHOTO 45th
PHOTO 401(k)
PHOTO near Cosmetic Solutions, LLC 401(k) Plan
PHOTO ind #3029

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in North Carolina →

End-of-year total assets ($M) among Southwood Realty 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwood Realty Company multi-year asset trail

Latest sponsor-wide plan assets: $7M 95.16839670791389% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	503	$3M
2023	1	513	$5M
2024	1	514	$7M

Southwood Realty Company filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	561186105
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwood Realty 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Southwood Realty 401(k) Plan side-by-side with 3 peers →

Southwood Realty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cosmetic Solutions, LLC 401(k) Plan in FL ($5M); by covered participants it is Arbor Management, Inc. Employee's Retirement/Saving Plan in IL (513 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Cosmetic Solutions, LLC 401(k) Plan (FL) $5M · 156
Yf Fc Operations LLC 401(k) Plan (FL) $5M · 910
Peters Scofield, Apc 401(k) Profit Sharing Plan (UT) $5M · 4
Datum Filing Systems, Inc. 401(k) Plan (PA) $5M · 72

Similar participant headcount

Nearest other-state filings by covered participants (513 participants); asset peers above are excluded.

Arbor Management, Inc. Employee's Retirement/Saving Plan (IL) 513 · 0 off
Gopro 401(k) Plan (CA) 513 · 0 off
Wish Farms 401(k) Plan (FL) 513 · 0 off
Bucher Hydraulics, Inc. 401(k) Savings and Profit Sharing Plan (MI) 513 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwood Realty 401(k) Plan assets move in 2023? ▼

Southwood Realty 401(k) Plan surged - up 45.0% during 2023, from $3M to $5M. Reported net income was $2M.

How have Southwood Realty Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southwood Realty Company's sponsor-wide assets grew 95.2%, from $3M to $7M.

Which 401(k) plans are similar in size to Southwood Realty 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cosmetic Solutions, LLC 401(k) Plan in FL ($5M, 156 participants).

Which 401(k) plans cover a similar participant headcount to Southwood Realty 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Arbor Management, Inc. Employee's Retirement/Saving Plan in IL (513 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561186105.