401(k) · DOL Form 5500 · 2024
MICROSTRATEGY 401(k) Plan
Data updated 2026-08-11
- $254M
- Total assets
- 637
- Participants
- 95th
- Percentile by assets
- $399,198
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $254M
- total plan assets (2024 EOY)
- 637
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $399,198
- avg assets per participant
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.
Microstrategy 401(k) Savings Plan vs the 2024 asset distribution
By assets, Microstrategy 401(k) Savings Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
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)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Microstrategy 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Microstrategy 401(k) Savings Plan assets move in 2024? ▼
How have MICROSTRATEGY plan assets changed over time? ▼
Where does Microstrategy 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Microstrategy 401(k) Savings Plan? ▼
Next read for Microstrategy 401(k) Savings Plan
Scale reading
Ways to act on Microstrategy 401(k) Savings Plan's numbers.
- By total assets, Microstrategy 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- MICROSTRATEGY's sponsor-wide assets have grown 27.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans