401(k) · DOL Form 5500 · 2024

Micro Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
100
Participants Small participant base
73rd
Percentile by assets National rank
$229,198
Avg per participant Above avg balance/head
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Official DOL plan name: Micro Strategies, Inc 401(k) Profit Sharing Plan · Sponsored by Micro Strategies, Inc. · New Jersey · Professional & Technical Services

$23M in assets, 100 participants

Micro Strategies, Inc.'s Micro Strategies, Inc 401(k) Profit Sharing Plan reported $23M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,591 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Micro Strategies, Inc 401(k) Profit Sharing Plan covers 100 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $23M.

#14,591
in Professional & Technical Services (20,173 peers)
+17.6%
assets growth YoY

Micro Strategies, Inc 401(k) Profit Sharing Plan's outsized position by total assets

Micro Strategies, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$22,919,848 Top 27% higher than 73% of 123,620 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 2024

Micro Strategies, Inc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Micro Strategies, Inc 401(k) Profit Sharing Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Micro Strategies, Inc 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Micro Strategies, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Micro Strategies, Inc 401(k) Profit Sharing Plan reported participants fell from 105 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 222464278 · Micro Strategies, Inc. PY 2024 · 401(k)

Micro Strategies, Inc 401(k) Profit Sharing Plan · $23M · 100 · 73rd

  • BOOK $23M
  • BOOK 100
  • BOOK 73rd
  • BOOK 401(k)
  • BOOK near Redwood Living, Inc. 401(k) Plan
  • BOOK ind #14591

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 New Jersey →

Micro Strategies, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Micro Strategies, Inc 401(k) Profit Sharing PlanMicro Strategies, Inc 401(k)…$23MRedwood Living, Inc. 401(k) PlanRedwood Living, Inc. 401(k) …$23MDanville Metal Stamping Company, Inc. Employees' Savings PlanDanville Metal Stamping Comp…$23MIvar's, Inc. 401(k) Profit Sharing Plan & TrustIvar's, Inc. 401(k) Profit S…$23MLoeb Electric Company 401(k) Profit Sharing Plan & TrustLoeb Electric Company 401(k)…$23M
End-of-year total assets ($M) among Micro Strategies, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN222464278
Plan Effective Date1993-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Micro Strategies, Inc.)

Sponsor-wide plan assets over time

All Micro Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 36.086615786639% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $16.8M $22.9M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 99 $17M
2023 1 105 $19M
2024 1 100 $23M

Nearby 401(k) Plans in New Jersey

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

Micro Strategies, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Micro Strategies, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.022919848 · Participants: 100Micro Strategies, Inc 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Micro Strategies, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Micro Strategies, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Micro Strategies, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Redwood Living, Inc. 401(k) Plan in OH ($23M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Micro Strategies, Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Micro Strategies, Inc 401(k) Profit Sharing Plan grew sharply - up 17.6% during 2024, from $19M to $23M. Reported net income was $3M.
How have Micro Strategies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Micro Strategies, Inc.'s sponsor-wide assets grew 36.1%, from $17M to $23M.
Which 401(k) plans are similar in size to Micro Strategies, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redwood Living, Inc. 401(k) Plan in OH ($23M, 603 participants).
Which 401(k) plans cover a similar participant headcount to Micro Strategies, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222464278.

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.