401(k) · DOL Form 5500 · 2024
MICROSTRATEGY 401(k) Plan
Data updated 2026-08-25
- $254M
- Total assets Near avg plan size
- 637
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $399,198
- Avg per participant High balance/head
Official DOL plan name: Microstrategy 401(k) Savings Plan · Sponsored by MICROSTRATEGY · Virginia · Professional & Technical Services
$254M in assets, 637 participants
MICROSTRATEGY's Microstrategy 401(k) Savings Plan reported $254M in total assets and 637 participants in its 2024 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.
- #19,430 in Professional & Technical Services (20,173 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, $254M for 637 participants (~$399,198/participant), up 7.2% in 2024.
- #19,430
- in Professional & Technical Services (20,173 peers)
- +7.2%
- assets growth YoY
- 2.6×
- 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 2024 · DOL Form 5500
$254,289,415 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Microstrategy 401(k) Savings 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. Microstrategy 401(k) Savings Plan sits mid-pack in the medium band (637 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Microstrategy 401(k) Savings Plan reported net income fell from $37M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Microstrategy 401(k) Savings Plan reported participants fell from 725 in the plan year 2023 filing to 637 in the plan year 2024 filing.
- Microstrategy 401(k) Savings Plan end-of-year assets rose from $237M in the plan year 2023 filing to $254M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510323571 · MICROSTRATEGY PY 2024 · 401(k)
Microstrategy 401(k) Savings Plan · $254M · 637 · 95th
- BOY $254M
- BOY 637
- BOY 95th
- BOY 401(k)
- BOY near Inland Empire IBEW-NECA Defined Contribution Plan
- BOY ind #19430
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $237M |
|---|---|
| Net Assets (End of Year) | $254M |
| Net Income | $17M |
| Employer EIN | 510323571 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING 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
| 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.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
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 Inland Empire IBEW-NECA Defined Contribution Plan in PA ($254M); by covered participants it is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($254M here).
- Inland Empire IBEW-NECA Defined Contribution Plan (PA) $254M · 6,273
- The National Football League Capital Accumulation Plan (NY) $254M · 2,118
- Suburban Propane Retirement Savings and Investment Plan (NJ) $254M · 3,381
- Border States Electric Supply 401(k) Plan (ND) $254M · 3,095
Similar participant headcount
Nearest other-state filings by covered participants (637 participants); asset peers above are excluded.
- Metrolina Greenhouses, Inc. Profit Sharing Plan (NC) 637 · 0 off
- Cu Direct Corporation Capital Accumulation Plan (CA) 637 · 0 off
- J & B Group, Inc. 401(k) Plan and Trust (MN) 637 · 0 off
- The Southern Devall Group 401(k) Plan (LA) 637 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.