Profit Sharing · DOL Form 5500 · 2024
Strategix Management, LLC Profit Sharing Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 457
- Participants Below avg headcount
Official DOL plan name: Strategix Management, LLC Pw Plan · Sponsored by Strategix Management, LLC · District of Columbia · Educational Services
N/A in assets, 457 participants
Strategix Management, LLC's Strategix Management, LLC Pw Plan reported N/A in total assets and 457 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in District of Columbia
Strategix Management, LLC Pw Plan covers 457 participants in District of Columbia, about 31% of the average District of Columbia filer (state average ~1,456 per filing). Assets: N/A.
- $1M
- reported net income
Strategix Management, LLC Pw Plan among mid-size filed plans by headcount
Plan-year 2024 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 (457 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Strategix Management, LLC Pw Plan reported participants rose from 359 in the plan year 2023 filing to 457 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 811479787 · Strategix Management, LLC PY 2024 · Profit Sharing
Strategix Management, LLC Pw Plan · N/A · 457
- EOY N/A
- EOY 457
- EOY PY 2024
- EOY Profit Sharing
- EOY near Autocentro Toyota 1165(e) Savings Plan
- EOY $1M
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 →
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $1M |
| Employer EIN | 811479787 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING 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
| 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.
- I.a.M. National Plan $972M · 33,236
- Arentfox Schiff Profit Sharing Plan $297M · 708
- Williams & Connolly LLP Profit Sharing Plan and Trust $283M · 702
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $193M · 555
- World Resources Institute Pension Plan $127M · 684
Strategix Management, LLC Pw Plan's closest out-of-state Profit Sharing peers by headcount
Outside District of Columbia, the nearest Profit Sharing by covered participants is Autocentro Toyota 1165(e) Savings Plan in PR (457 participants; this filing: 457 participants).
Similar participant headcount
Nearest other-state filings by covered participants (457 participants); asset peers above are excluded.
- Autocentro Toyota 1165(e) Savings Plan (PR) 457 · 0 off
- Srk Retirement Savings & Investment Plan (OH) 457 · 0 off
- Prent Corporation Employees' Profit Sharing Plan (WI) 457 · 0 off
- United Security, Inc. Retirement Plan (NJ) 456 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.