401(k) · DOL Form 5500 · 2024
Southwood Realty Company 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 514
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $13,231
- Avg per participant Low balance/head
Official DOL plan name: Southwood Realty 401(k) Plan · Sponsored by Southwood Realty Company · North Carolina · Real Estate
$7M in assets, 514 participants
Southwood Realty Company's Southwood Realty 401(k) Plan reported $7M in total assets and 514 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #3,092 in Real Estate (4,605 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 $7M / 514 participants.
- #3,092
- in Real Estate (4,605 peers)
- +34.6%
- 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 2024 · DOL Form 5500
$6,800,836 48th percentile higher than 48% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Southwood Realty 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 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 (514 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southwood Realty 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Southwood Realty 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 561186105 · Southwood Realty Company PY 2024 · 401(k)
Southwood Realty 401(k) Plan · $7M · 514 · 48th
- EBSA $7M
- PART 514
- TYPE 48th
- NET 401(k)
- BOOK near The Loomis Corporation Profit Sharing Plan
- VS-ST ind #3092
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 →
Southwood Realty 401(k) Plan in the asset neighbourhood
Southwood Realty Company multi-year asset trail
Sponsor-wide plan assets over time
All Southwood Realty Company plans reported in each filing year
- 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 (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| 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.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
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 The Loomis Corporation Profit Sharing Plan in TX ($7M); by covered participants it is University Physicians of Brooklyn, Inc. Incentive Savings Trust in NY (514 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (514 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.