401(k) · DOL Form 5500 · 2024

Strategix Management, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
464
Participants Below avg headcount
48th
Percentile by assets National rank
$14,686
Avg per participant Low balance/head
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Official DOL plan name: Strategix Management 401(k) Plan · Sponsored by Strategix Management, LLC · District of Columbia · Educational Services

$7M in assets, 464 participants

Strategix Management, LLC's Strategix Management 401(k) Plan reported $7M in total assets and 464 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #1,148 in Educational Services (3,638 peers)

Coverage in District of Columbia

Strategix Management 401(k) Plan covers 464 participants in District of Columbia, about 32% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $7M.

#1,148
in Educational Services (3,638 peers)
+114.5%
assets growth YoY

Strategix Management 401(k) Plan's mid-pack asset rank among Educational Services and all filers

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

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

$6,814,357 48th percentile higher than 48% 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

Strategix Management 401(k) 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 401(k) Plan sits mid-pack in the medium band (464 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Strategix Management 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Strategix Management 401(k) Plan reported participants rose from 382 in the plan year 2023 filing to 464 in the plan year 2024 filing.
  • Strategix Management 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 811479787 · Strategix Management, LLC PY 2024 · 401(k)

Strategix Management 401(k) Plan · $7M · 464 · 48th

  • PCT $7M
  • EIN 464
  • RANK 48th
  • PHOTO 401(k)
  • IND near Adi Management, Inc. 401(k)/Profit Sharing Plan
  • EOY ind #1148

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 401(k) Plan in the asset neighbourhood

Adi Management, Inc. 401(k)/Profit Sharing PlanAdi Management, Inc. 401(k)/…$7MStellar Innovations & Solution 401(k) Profit Sharing Plan and TrustStellar Innovations & Soluti…$7MMiller Tabak & Co. , LLC Savings Investment PlanMiller Tabak & Co. , LLC Sav…$7MPauls Fruit Market 401(k) PlanPauls Fruit Market 401(k) Pl…$7MStrategix Management 401(k) PlanStrategix Management 401(k) …$7M
End-of-year total assets ($M) among Strategix Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$7M
Net Income$1M
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 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Strategix Management 401(k) Plan, Total assets ($B): 0.006814357 · Participants: 464Strategix Management 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Strategix Management 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Strategix Management 401(k) Plan side-by-side with 3 peers →

Strategix Management 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 Adi Management, Inc. 401(k)/Profit Sharing Plan in NY ($7M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (464 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (464 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 Strategix Management 401(k) Plan assets move in 2024? ▼
Strategix Management 401(k) Plan surged - up 114.5% during 2024, from $3M to $7M. Reported net income was $1M.
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 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adi Management, Inc. 401(k)/Profit Sharing Plan in NY ($7M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Strategix Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (464 participants, $6M 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 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.