Profit Sharing · DOL Form 5500 · 2023

Strategix Management, LLC Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
359
Participants Below avg headcount
25th
Percentile by assets National rank
$3,250
Avg per participant Low balance/head
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Official DOL plan name: Strategix Management, LLC Pw Plan · Sponsored by Strategix Management, LLC · District of Columbia · Educational Services

$1M in assets, 359 participants

Strategix Management, LLC's Strategix Management, LLC Pw Plan reported $1M in total assets and 359 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #607 in Educational Services (3,735 peers)

Coverage in District of Columbia

Strategix Management, LLC Pw Plan covers 359 participants in District of Columbia, about 25% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $1M.

#607
in Educational Services (3,735 peers)
$1M
reported net income

Strategix Management, LLC Pw Plan among the smaller filed plans by assets

Strategix Management, LLC Pw Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,166,894 25th percentile higher than 25% of 127,068 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 2023

Strategix Management, LLC Pw Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strategix Management, LLC Pw Plan sits mid-pack in the medium band (359 participants).

EBSA filing schedule strip

Filing strip 811479787 · Strategix Management, LLC PY 2023 · Profit Sharing

Strategix Management, LLC Pw Plan · $1M · 359 · 25th

  • VS-ST $1M
  • VS-ST 359
  • VS-ST 25th
  • VS-ST Profit Sharing
  • VS-ST near Gary Montalvo Profit Sharing Retirement Plan
  • VS-ST ind #607

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 Pw Plan in the asset neighbourhood

Strategix Management, LLC Pw PlanStrategix Management, LLC Pw…$1MGary Montalvo Profit Sharing Retirement PlanGary Montalvo Profit Sharing…$1MOpi New York Inc. Retirement PlanOpi New York Inc. Retirement…$1MSteven a Greenfield$1MAprill Agency, Inc. Profit Sharing PlanAprill Agency, Inc. Profit S…$1M
End-of-year total assets ($M) among Strategix Management, LLC Pw Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN811479787
Plan Effective Date2023-01-01
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 Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Strategix Management, LLC Pw Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Strategix Management, LLC Pw Plan, Total assets ($M): 1.166894 · Participants: 359Strategix Management, LLC Pw PlanI.a.M. National 401(k) Plan, Total assets ($M): 828.140673 · Participants: 33154I.a.M. National 401(k) PlanWilliams & Connolly LLP Profit Sharing Plan and Trust, Total assets ($M): 255.449348 · Participants: 682Williams & Connolly LLP Profit Sharing Plan and TrustArentfox Schiff Profit Sharing Plan, Total assets ($M): 253.029043 · Participants: 763Arentfox Schiff Profit Sharing PlanTiaa-Cref Retirement Plan for All Employees of the Aspen Inst., Total assets ($M): 173.335713 · Participants: 531Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst.The Medical Faculty Associates 401(a) Retirement Plan, Total assets ($M): 114.280635 · Participants: 1042The Medical Faculty Associates 401(a) Retirement Plan
Strategix Management, LLC Pw Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants
Compare Strategix Management, LLC Pw Plan side-by-side with 3 peers →

Strategix Management, LLC Pw Plan's out-of-state Profit Sharing peers by assets and headcount

Outside District of Columbia, the nearest Profit Sharing by assets is Gary Montalvo Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Menard USA Employee Profit Sharing Plan in PA (359 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (359 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

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.
Where does Strategix Management, LLC Pw Plan rank by assets among Form 5500 filers? ▼
Strategix Management, LLC Pw Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Strategix Management, LLC Pw Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gary Montalvo Profit Sharing Retirement Plan in PR ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Strategix Management, LLC Pw Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Menard USA Employee Profit Sharing Plan in PA (359 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.