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  2. Southwood Realty Company

Filings through Sep 24, 2026.

Sponsor portfolio

Southwood Realty Company

EIN 56-1186105-real estate-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$3.0M premiums
Participants
902
165 SOUTH YORK STREET - GASTONIA, NC 28052704-869-6024southwoodrealty.comLinkedIn501-1000 employeesreal estate
Plans on this EIN
2 filings
#002401(k)-$9.0M - 571 part#504Fully insured-$3.0M - 430 lives

Benefits portfolio analytics

1 plan / $3.0M premiums / 430 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Health$2.6M
  • Prescription drug$2.6M
  • Dental$158K
  • Life$102K
  • Short-term disability$76K
  • +2 more
Total $3.0M8 rows
See carrier and broker market share with Solo.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOUTHWOOD REALTY 401(K) PLAN

401(k)

Assets$9.0M
Participants571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SOUTHWOOD REALTY COMPANY HEALTH AND WELFARE PLAN

Fully insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$3.0M
Covered lives430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SOUTHWOOD REALTY 401(K) PLAN401(k)$9.0M5712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SOUTHWOOD REALTY COMPANY HEALTH AND WELFARE PLANFully insuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$3.0M4302025
Retirement plans
Welfare plans
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