401(k) · DOL Form 5500 · 2023
Southern Real Estate Company of Charlotte, Inc. Dba Nai Southern Real 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $166,993
- Avg per participant Above avg balance/head
Official DOL plan name: Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan · Sponsored by Southern Real Estate Company of Charlotte, Inc. Dba Nai Southern Real · North Carolina · Real Estate
$5M in assets, 30 participants
Southern Real Estate Company of Charlotte, Inc. Dba Nai Southern Real's Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #3,020 in Real Estate (4,727 peers)
Real Estate sector rank
Within Real Estate, Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan ranks #3,020 of 4,727 2023 filers by assets (518% of the sector average)-$5M for 30 participants.
- #3,020
- in Real Estate (4,727 peers)
- +3.7%
- assets growth YoY
Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,009,793 44th percentile higher than 44% 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
Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $176K in the plan year 2023 filing.
- Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan reported participants fell from 33 in the plan year 2022 filing to 30 in the plan year 2023 filing.
- Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 560408435 · Southern Real Estate Company of Charlotte, Inc. Dba Nai Southern Real PY 2023 · 401(k)
Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan · $5M · 30 · 44th
- RANK $5M
- PHOTO 30
- IND 44th
- EOY 401(k)
- 5500 near Zentech Technical Services, Inc. Employees' 401(k) Plan
- ASSETS ind #3020
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 →
Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $176K |
| Employer EIN | 560408435 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Real Estate Company of Charlotte, Inc. Dba Nai Southern Real)
Sponsor-wide plan assets over time
All Southern Real Estate Company of Charlotte, Inc. Dba Nai Southern Real plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 2.7664588817351397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $5M |
| 2023 | 1 | 30 | $5M |
| 2024 | 1 | 26 | $5M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Southern Real Estate Company of Charlotte, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Zentech Technical Services, Inc. Employees' 401(k) Plan in TX ($5M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 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.