401(k) · DOL Form 5500 · 2024

Anne Lewis Strategies, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
157
Participants Small participant base
73rd
Percentile by assets National rank
$149,844
Avg per participant Above avg 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

$24M in assets, 157 participants

Anne Lewis Strategies, LLC's Missionwired 401(k) Plan reported $24M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,707 in Professional & Technical Services (20,173 peers)

Coverage in District of Columbia

Missionwired 401(k) Plan covers 157 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $24M.

#14,707
in Professional & Technical Services (20,173 peers)
+211.9%
assets growth YoY

Missionwired 401(k) Plan's outsized position by total assets

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

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

$23,525,492 Top 27% higher than 73% 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

Missionwired 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. Missionwired 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Missionwired 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Missionwired 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Missionwired 401(k) Plan reported participants rose from 147 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 870784424 · Anne Lewis Strategies, LLC PY 2024 · 401(k)

Missionwired 401(k) Plan · $24M · 157 · 73rd

  • BOY $24M
  • BOY 157
  • BOY 73rd
  • BOY 401(k)
  • BOY near Octane Lending, Inc. 401(k) Plan
  • BOY ind #14707

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 →

Missionwired 401(k) Plan in the asset neighbourhood

Missionwired 401(k) Plan$24MOctane Lending, Inc. 401(k) PlanOctane Lending, Inc. 401(k) …$24MAutoinc 401(k) Plan$24MClearedge It Solutions, LLC 401(k) P/S PlanClearedge It Solutions, LLC …$24MRetirement Savings Plan for Employees of Westpoint Home LLCRetirement Savings Plan for …$24M
End-of-year total assets ($M) among Missionwired 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)$8M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN870784424
Plan Effective Date2013-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anne Lewis Strategies, LLC)

Sponsor-wide plan assets over time

All Anne Lewis Strategies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 211.91994544796668% vs 2023
2024 filing year
$5M$10M$15M$20M$25M$30M 20232024 $7.54M $23.5M ▲ +212.1%
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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Missionwired 401(k) Plan, Total assets ($B): 0.023525492 · Participants: 157Missionwired 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
Missionwired 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
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 Octane Lending, Inc. 401(k) Plan in NY ($24M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Missionwired 401(k) Plan assets move in 2024? ▼
Missionwired 401(k) Plan surged - up 211.9% during 2024, from $8M to $24M. Reported net income was $4M.
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 Octane Lending, Inc. 401(k) Plan in NY ($24M, 514 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 Otis It Inc in DE (157 participants, $63K 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 870784424.

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.