401(k) · DOL Form 5500 · 2023

MICROSTRATEGY 401(k) Plan

Data updated 2026-08-25

$237M
Total assets Near avg plan size
725
Participants Near avg headcount
95th
Percentile by assets National rank
$327,332
Avg per participant High balance/head
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Official DOL plan name: Microstrategy 401(k) Savings Plan · Sponsored by MICROSTRATEGY · Virginia · Professional & Technical Services

$237M in assets, 725 participants

MICROSTRATEGY's Microstrategy 401(k) Savings Plan reported $237M in total assets and 725 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,611 in Professional & Technical Services (20,321 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, $237M for 725 participants (~$327,332/participant), up 18.6% in 2023.

#19,611
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY
2.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$237,316,050 Top 5% higher than 95% 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

Microstrategy 401(k) Savings 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. Microstrategy 401(k) Savings Plan sits mid-pack in the medium band (725 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Microstrategy 401(k) Savings Plan reported net income rose from -$45M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Microstrategy 401(k) Savings Plan end-of-year assets rose from $200M in the plan year 2022 filing to $237M in the plan year 2023 filing.
  • Microstrategy 401(k) Savings Plan reported participants fell from 832 in the plan year 2022 filing to 725 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510323571 · MICROSTRATEGY PY 2023 · 401(k)

Microstrategy 401(k) Savings Plan · $237M · 725 · 95th

  • SCH $237M
  • SCH 725
  • SCH 95th
  • SCH 401(k)
  • SCH near Thompson Tractor Co., Inc. Profit Sharing Plan and Trust Agreement
  • SCH ind #19611

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

1st Source Corporation Employee Stock Ownership and Profit Sharing Plan1st Source Corporation Emplo…$237MFoster Garvey 401(k) Plan$237MMicrostrategy 401(k) Savings PlanMicrostrategy 401(k) Savings…$237MThompson Tractor Co., Inc. Profit Sharing Plan and Trust AgreementThompson Tractor Co., Inc. P…$237MVibrantz 401(k) Plan$237M
End-of-year total assets ($M) among Microstrategy 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$237M
Net Income$37M
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. -50000050000100000150000 -10010203040 Total assets ($B) Participants Microstrategy 401(k) Savings Plan, Total assets ($B): 0.23731605 · Participants: 725Microstrategy 401(k) Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae 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 Thompson Tractor Co., Inc. Profit Sharing Plan and Trust Agreement in AL ($237M); by covered participants it is Psi 401(k) Plan in IL (725 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (725 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 did Microstrategy 401(k) Savings Plan assets move in 2023? ▼
Microstrategy 401(k) Savings Plan grew sharply - up 18.6% during 2023, from $200M to $237M. Reported net income was $37M.
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 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Thompson Tractor Co., Inc. Profit Sharing Plan and Trust Agreement in AL ($237M, 1,535 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 Psi 401(k) Plan in IL (725 participants, $33M 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 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.