401(k) · DOL Form 5500 · 2022

Strategix Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
196
Participants Below avg headcount
31st
Percentile by assets National rank
$8,721
Avg per participant Low balance/head
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Official DOL plan name: Strategix Management LLC 401(k) Plan · Sponsored by Strategix Management LLC · District of Columbia · Educational Services

$2M in assets, 196 participants

Strategix Management LLC's Strategix Management LLC 401(k) Plan reported $2M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #860 in Educational Services (4,024 peers)

Coverage in District of Columbia

Strategix Management LLC 401(k) Plan covers 196 participants in District of Columbia, about 13% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $2M.

#860
in Educational Services (4,024 peers)
+86.0%
assets growth YoY

Strategix Management LLC 401(k) Plan among the smaller filed plans by assets

Strategix Management LLC 401(k) Plan vs every filed plan by assets

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

$1,709,366 31st percentile higher than 31% 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

Strategix Management LLC 401(k) 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. Strategix Management LLC 401(k) Plan sits mid-pack in the medium band (196 participants).

EBSA filing schedule strip

Filing strip 811479787 · Strategix Management LLC PY 2022 · 401(k)

Strategix Management LLC 401(k) Plan · $2M · 196 · 31st

  • EBSA $2M
  • PART 196
  • TYPE 31st
  • NET 401(k)
  • BOOK near Dick Poe Motors 401(k) Plan
  • VS-ST ind #860

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 Educational Services retirement plans → · Plans in District of Columbia →

Strategix Management LLC 401(k) Plan in the asset neighbourhood

Strategix Management LLC 401(k) PlanStrategix Management LLC 401…$2MDick Poe Motors 401(k) Plan$2MSaia Rpbs, LLC. 401(k) Plan$2MJob Squad, Inc. 401(k) Retirement PlanJob Squad, Inc. 401(k) Retir…$2MFull Circle Services, Inc. 401(k) PlanFull Circle Services, Inc. 4…$2M
End-of-year total assets ($M) among Strategix Management LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$919K
Net Assets (End of Year)$2M
Net Income$791K
Employer EIN811479787
Plan Effective Date2017-12-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Strategix Management LLC)

Sponsor-wide plan assets over time

All Strategix Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 298.64821226115413% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.71M $6.81M ▲ +298.2%
Year Plans Participants Total Assets
2022 1 196 $2M
2023 2 741 $4M
2024 2 921 $7M

Nearby 401(k) Plans in District of Columbia

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

Strategix Management LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Strategix Management LLC 401(k) Plan, Total assets ($B): 0.001709366 · Participants: 196Strategix Management LLC 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Strategix Management LLC 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Strategix Management LLC 401(k) Plan side-by-side with 3 peers →

Strategix Management LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Dick Poe Motors 401(k) Plan in TX ($2M); by covered participants it is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Strategix Management LLC 401(k) Plan assets move in 2022? ▼
Strategix Management LLC 401(k) Plan surged - up 86.0% during 2022, from $919K to $2M. Reported net income was $791K.
How have Strategix Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Strategix Management LLC's sponsor-wide assets grew 298.6%, from $2M to $7M.
Which 401(k) plans are similar in size to Strategix Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dick Poe Motors 401(k) Plan in TX ($2M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Strategix Management LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G.D. Barri & Associates, Inc. 401(k) Plan in AZ (196 participants, $3M 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 811479787.

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.