401(k) · DOL Form 5500 · 2022
MICROSTRATEGY 401(k) Plan
Data updated 2026-08-11
- $200M
- Total assets
- 832
- Participants
- 96th
- Percentile by assets
- $240,421
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $200M
- total plan assets (2022 EOY)
- 832
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $240,421
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Microstrategy 401(k) Savings Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $245M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | -$45M |
| Employer EIN | 510323571 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (MICROSTRATEGY)
| 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
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Microstrategy 401(k) Savings Plan by total assets, not by location.
- Union Bank & Trust Company Profit Sharing Plan (NE) $200M · 998
- Menard, Inc. 401(k) Plan (WI) $200M · 47,135
- Trident Seafoods Corporation 401(k) Retirement Plan (WA) $200M · 3,237
- Godfrey & Kahn, S.C. 401(k) Retirement Plan (WI) $200M · 362
Frequently Asked Questions
How did Microstrategy 401(k) Savings Plan assets move in 2022? ▼
How have MICROSTRATEGY plan assets changed over time? ▼
Where does Microstrategy 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Microstrategy 401(k) Savings Plan? ▼
Next read for Microstrategy 401(k) Savings Plan
Scale reading
Ways to act on Microstrategy 401(k) Savings Plan's numbers.
- By total assets, Microstrategy 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- MICROSTRATEGY's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans