401(k) · DOL Form 5500 · 2023

Anne Lewis Strategies, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 147
Participants Small participant base: 53rd
Percentile by assets National rank: $51,307
Avg per participant Low balance/head

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Official DOL plan name: Missionwired 401(k) Plan · Sponsored by Anne Lewis Strategies, LLC · District of Columbia · Professional & Technical Services

$8M in assets, 147 participants

Anne Lewis Strategies, LLC's Missionwired 401(k) Plan reported $8M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#10,356 in Professional & Technical Services (20,321 peers)

Coverage in District of Columbia

Missionwired 401(k) Plan covers 147 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $8M.

#10,356
in Professional & Technical Services (20,321 peers): +63.2%
assets growth YoY

Missionwired 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Missionwired 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,542,157 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Missionwired 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Missionwired 401(k) Plan sits mid-pack in the medium band (147 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 870784424 · Anne Lewis Strategies, LLC PY 2023 · 401(k)

Missionwired 401(k) Plan · $8M · 147 · 53rd

BOY $8M
SCH 147
EBSA 53rd
PART 401(k)
TYPE near 403(b) Thrift Plan of Riverside Industries, Inc.
NET ind #10356

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 District of Columbia →

End-of-year total assets ($M) among Missionwired 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$8M
Net Income	$3M
Employer EIN	870784424
Plan Effective Date	2013-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Anne Lewis Strategies, LLC)

Latest sponsor-wide plan assets: $24M 211.91994544796668% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	147	$8M
2024	1	157	$24M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Missionwired 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
Geico 401(k) Savings Plan $5.8B · 39,034
Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
Finra Savings Plus Plan $2.2B · 3,958
Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870

Compare Missionwired 401(k) Plan side-by-side with 3 peers →

Missionwired 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 403(b) Thrift Plan of Riverside Industries, Inc. in MA ($8M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

403(b) Thrift Plan of Riverside Industries, Inc. (MA) $8M · 131
Brown Inc. & Bulk Transport Corp. Employees' Retirement Plan (IN) $8M · 90
Kipu Health 401(k) Plan (FL) $8M · 247
Saver Group, Inc. 401(k) Plan (KY) $8M · 532

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Missionwired 401(k) Plan assets move in 2023? ▼

Missionwired 401(k) Plan surged - up 63.2% during 2023, from $5M to $8M. Reported net income was $3M.

How have Anne Lewis Strategies, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Anne Lewis Strategies, LLC's sponsor-wide assets grew 211.9%, from $8M to $24M.

Which 401(k) plans are similar in size to Missionwired 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Riverside Industries, Inc. in MA ($8M, 131 participants).

Which 401(k) plans cover a similar participant headcount to Missionwired 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870784424.