401(k) · DOL Form 5500 · 2023

Drury Southwest, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
173
Participants Small participant base
77th
Percentile by assets National rank
$149,783
Avg per participant Above avg balance/head
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Official DOL plan name: Drury Southwest, Inc. · Sponsored by Drury Southwest, Inc. · Missouri · Real Estate

$26M in assets, 173 participants

Drury Southwest, Inc.'s Drury Southwest, Inc. reported $26M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,235 in Real Estate (4,727 peers)

Coverage in Missouri

Drury Southwest, Inc. covers 173 participants in Missouri, about 23% of the average Missouri filer (state average ~737 per filing). Assets: $26M.

#4,235
in Real Estate (4,727 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Drury Southwest, Inc.'s outsized position by total assets

Drury Southwest, Inc. vs every filed plan by assets

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

$25,912,458 Top 23% higher than 77% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Drury Southwest, Inc. 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. Drury Southwest, Inc. sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Drury Southwest, Inc. reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Drury Southwest, Inc. end-of-year assets rose from $23M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Drury Southwest, Inc. reported participants rose from 160 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431386167 · Drury Southwest, Inc. PY 2023 · 401(k)

Drury Southwest, Inc. · $26M · 173 · 77th

  • BOOK $26M
  • BOOK 173
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near E.I. Microcircuits 401(k) Profit Sharing Plan
  • BOOK ind #4235

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 Missouri →

Drury Southwest, Inc. in the asset neighbourhood

Drury Southwest, Inc.$26ME.I. Microcircuits 401(k) Profit Sharing PlanE.I. Microcircuits 401(k) Pr…$26MJacob Stern & Sons, Inc. 401(k) Profit Sharing PlanJacob Stern & Sons, Inc. 401…$26MLobar Retirement Plan$26MInspirus Credit Union 401(k) PlanInspirus Credit Union 401(k)…$26M
End-of-year total assets ($M) among Drury Southwest, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN431386167
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Drury Southwest, Inc.)

Sponsor-wide plan assets over time

All Drury Southwest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 35.18962109452307% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $30.8M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 160 $23M
2023 1 173 $26M
2024 1 186 $31M

Nearby 401(k) Plans in Missouri

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

Drury Southwest, Inc. vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Drury Southwest, Inc., Total assets ($B): 0.025912458 · Participants: 173Drury Southwest, Inc.Edward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Drury Southwest, Inc. vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Drury Southwest, Inc. side-by-side with 3 peers →

Drury Southwest, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is E.I. Microcircuits 401(k) Profit Sharing Plan in MN ($26M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

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 Drury Southwest, Inc. assets move in 2023? ▼
Drury Southwest, Inc. grew at a solid clip - up 13.6% during 2023, from $23M to $26M. Reported net income was $3M.
How have Drury Southwest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Drury Southwest, Inc.'s sponsor-wide assets grew 35.2%, from $23M to $31M.
Where does Drury Southwest, Inc. rank by assets among Form 5500 filers? ▼
Drury Southwest, Inc. ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Drury Southwest, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is E.I. Microcircuits 401(k) Profit Sharing Plan in MN ($26M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Drury Southwest, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A 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 431386167.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.