401(k) · DOL Form 5500 · 2022

MICROSTRATEGY 401(k) Plan

Data updated 2026-08-25

$200M
Total assets Near avg plan size
832
Participants Near avg headcount
96th
Percentile by assets National rank
$240,421
Avg per participant Above avg balance/head
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Official DOL plan name: Microstrategy 401(k) Savings Plan · Sponsored by MICROSTRATEGY · Virginia · Professional & Technical Services

$200M in assets, 832 participants

MICROSTRATEGY's Microstrategy 401(k) Savings Plan reported $200M in total assets and 832 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,849 in Professional & Technical Services (21,562 peers)

Where Microstrategy 401(k) Savings Plan sits by assets

Microstrategy 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $200M for 832 participants (~$240,421/participant), down 18.4% in 2022.

#20,849
in Professional & Technical Services (21,562 peers)
-18.4%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Microstrategy 401(k) Savings Plan's outsized position by total assets

Microstrategy 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$200,030,581 Top 4% higher than 96% of 139,123 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 2022

Microstrategy 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Microstrategy 401(k) Savings Plan sits mid-pack in the medium band (832 participants).

Plan-year Form 5500 strip

Filing strip 510323571 · MICROSTRATEGY PY 2022 · 401(k)

Microstrategy 401(k) Savings Plan · $200M · 832 · 96th

  • EBSA $200M
  • EBSA 832
  • EBSA 96th
  • EBSA 401(k)
  • EBSA near Union Bank & Trust Company Profit Sharing Plan
  • EBSA ind #20849

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Microstrategy 401(k) Savings Plan in the asset neighbourhood

Godfrey & Kahn, S.C. 401(k) Retirement PlanGodfrey & Kahn, S.C. 401(k) …$200MTrident Seafoods Corporation 401(k) Retirement PlanTrident Seafoods Corporation…$200MMenard, Inc. 401(k) Plan$200MUnion Bank & Trust Company Profit Sharing PlanUnion Bank & Trust Company P…$200MMicrostrategy 401(k) Savings PlanMicrostrategy 401(k) Savings…$200M
End-of-year total assets ($M) among Microstrategy 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$245M
Net Assets (End of Year)$200M
Net Income-$45M
Employer EIN510323571
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (MICROSTRATEGY)

Sponsor-wide plan assets over time

All MICROSTRATEGY plans reported in each filing year

Latest sponsor-wide plan assets
$254M 27.125269410680758% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $200M $254M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 832 $200M
2023 1 725 $237M
2024 1 637 $254M

Nearby 401(k) Plans in Virginia

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

Microstrategy 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Microstrategy 401(k) Savings Plan, Total assets ($B): 0.200030581 · Participants: 832Microstrategy 401(k) Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Microstrategy 401(k) Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Microstrategy 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Union Bank & Trust Company Profit Sharing Plan in NE ($200M); by covered participants it is Belgioioso Cheese, Inc. 401(k) Profit Sharing Plan in WI (832 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($200M here).

Similar participant headcount

Nearest other-state filings by covered participants (832 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Microstrategy 401(k) Savings Plan assets move in 2022? ▼
Microstrategy 401(k) Savings Plan declined sharply - down 18.4% during 2022, from $245M to $200M. Reported net income was -$45M.
How have MICROSTRATEGY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), MICROSTRATEGY's sponsor-wide assets grew 27.1%, from $200M to $254M.
Where does Microstrategy 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Microstrategy 401(k) Savings Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Microstrategy 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Union Bank & Trust Company Profit Sharing Plan in NE ($200M, 998 participants).
Which 401(k) plans cover a similar participant headcount to Microstrategy 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belgioioso Cheese, Inc. 401(k) Profit Sharing Plan in WI (832 participants, $125M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510323571.

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.