Microsoft
Microsoft Corporation · REDMOND, WA · MSFT (Nasdaq) · Information · sponsor EIN 91-1144442 · 1 plan with Schedule H financials, latest plan year 2024
SEC registrant: Microsoft Corp.
Plan terms
Quoted from Microsoft Corporation's SEC filing covering the period ended 2025-12-31. The figures on this page cover the plan year ended 2024-12-31, a different period: terms may have changed between the two. The plan document governs; these are the filing's own words.
Employer match
“The Sponsor provides participants with a matching contribution on eligible pre-tax contributions up to 50 percent of the amount of the participant’s contribution.”
As stated in Microsoft Corporation's Form 11-K filed 2026-06-25, for the period ended 2025-12-31 (SEC): source document; plan description note, contributions section.
Eligibility
“Eligible employees may become a participant in the Plan immediately on their hire date since there is no service requirement to become a Plan participant.”
As stated in Microsoft Corporation's Form 11-K filed 2026-06-25, for the period ended 2025-12-31 (SEC): source document; plan description note, eligibility section.
Vesting
“Participants are fully vested in Plan accounts at all times.”
As stated in Microsoft Corporation's Form 11-K filed 2026-06-25, for the period ended 2025-12-31 (SEC): source document; plan description note, vesting section.
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
Plan year 2024-01-01 to 2024-12-31 · $65,646,011,638 in assets · 177,887 participants with a balance · >$1B bucket, single-employer · plan number 001
Filed as negative.Schedule H line 2i(3) is reported as -$248,284. The filing is shown as received; the derived figures below treat a negative amount as zero, and a percentile is only shown for positive values.
At a glance
Percentiles compare this plan with the Schedule H plans of the same asset bucket and plan year, excluding final filings; a percentile is shown only where at least 50 comparable plans report the figure. The match formula is not in the filing; only amounts are shown.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250627162504NAL0005423731001, received 2025-06-27
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| RUSSELL INVESTMENTS | NONE | 28 Investment management; 51 Investment management fees paid directly by plan | $13,313,150 | yes |
| ARTISAN PARTNERS LIMITED PARTNERSHI | NONE | 28 Investment management; 51 Investment management fees paid directly by plan; 68 Soft dollars commissions | $9,583,450 | yes |
| STRATEGIC ADVISORS, INC. | NONE | 27 Investment advisory (plan); 51 Investment management fees paid directly by plan | $3,520,925 | no |
| PIMCO | NONE | 28 Investment management; 51 Investment management fees paid directly by plan | $2,102,164 | yes |
| FIDELITY INVESTMENTS INSTITUTIONAL (recordkeeper) | NONE | 37 Participant loan processing; 71 Securities brokerage commissions and fees; 64 Recordkeeping fees; 51 Investment management fees paid directly by plan; 65 Account maintenance fees | $1,503,512 | yes |
| DIMENSIONAL FUND ADVISORS | NONE | 28 Investment management; 51 Investment management fees paid directly by plan | $1,367,280 | yes |
| SILVERCREST ASSET MANAGEMENT GROUP | NONE | 28 Investment management; 51 Investment management fees paid directly by plan; 68 Soft dollars commissions | $820,837 | yes |
| ARIEL INVESTMENTS | NONE | 28 Investment management; 51 Investment management fees paid directly by plan; 68 Soft dollars commissions | $328,560 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250627162504NAL0005423731001, received 2025-06-27.
Full record
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MICROSOFT CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Plan name | MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Sponsor EIN / plan number | 91-1144442 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Sponsor location | REDMOND, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Industry (business code) | 511210, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Filing received | 2025-06-27 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Participants, beginning of year | 177,531 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Active participants | 123,878 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Participants, end of year | 183,509 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Participants with an account balance | 177,887 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Total assets, beginning of year | $53,225,853,429 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Total assets, end of year | $65,646,011,638 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Net assets, end of year | $65,624,033,827 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Total income | $15,149,567,042 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Net income | $12,185,189,246 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Employer contributions | $1,159,497,574 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Participant contributions | $2,993,204,994 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Other contributions (incl. rollovers) | $418,009,289 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Total contributions | $4,570,711,857 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Benefit payments | $2,932,098,360 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Total expenses (incl. benefit payments) | $2,964,377,796 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Total administrative expenses | $32,279,436 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Contract administrator fees | $95,850 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Recordkeeping fees | -$248,284 (filed as negative) | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Investment advisory and management fees | $31,786,959 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Administrative expenses excluding investment management | $492,477 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Held in common/collective trusts | $38,688,110,749 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Held in mutual funds | $12,817,628,220 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250627162504NAL0005423731001, received 2025-06-27 |
| Independent auditor | DELOITTE & TOUCHE, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250627162504NAL0005423731001, received 2025-06-27 |
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $53,225,853,429 | $65,646,011,638 | 23.3% |
| Participants with a balance | 172,201 | 177,887 | 3.3% |
| Administrative expenses | $21,737,806 | $32,279,436 | 48.5% |
| Recordkeeping fees per participant | $2.97 | not reported | |
| Employer contributions | $1,104,421,787 | $1,159,497,574 | 5.0% |
Prior filing 20240730192503NAL0032915856001, received 2024-07-30; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: MICROSOFT CORPORATION; SEC registrant: MICROSOFT CORP (CIK 789019, matched by EIN; display name from the Form 11-K cover).