Other · DOL Form 5500 · 2022
The Mitre Corporation Retirement Plan
Data updated 2026-08-11
- $4.1B
- Total assets
- 12,320
- Participants
- 100th
- Percentile by assets
- $336,659
- Avg per participant
Official DOL plan name: The Mitre Corporation Tax Sheltered Annuity Plan · Sponsored by The Mitre Corporation · Massachusetts · Professional & Technical Services
$4.1B in assets, 12,320 participants
The Mitre Corporation's The Mitre Corporation Tax Sheltered Annuity Plan reported $4.1B in total assets and 12,320 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #21,536 in Professional & Technical Services (21,562 peers)
Coverage in Massachusetts
The Mitre Corporation Tax Sheltered Annuity Plan covers 12,320 participants in Massachusetts, 19x the typical Massachusetts plan (state average ~659 per filing). Assets: $4.1B.
- $4.1B
- total plan assets (2022 EOY)
- 12,320
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $336,659
- avg assets per participant
The plan reported a net loss of $868M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where The Mitre Corporation Tax Sheltered Annuity Plan sits by total assets
The Mitre Corporation Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,147,643,081 Top 1% higher than 100% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Mitre Corporation Tax Sheltered Annuity Plan reports 12,320 participants - 19x that state average ($4.1B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $5.0B |
|---|---|
| Net Assets (End of Year) | $4.1B |
| Net Income | -$868M |
| Employer EIN | 042239742 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Mitre Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 24,341 | $6.4B |
| 2023 | 2 | 24,531 | $7.3B |
| 2024 | 2 | 24,607 | $7.9B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
The Mitre Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
- Boston Medical Center 403(b) Retirement Plan $1.2B · 8,481
Scale composition for The Mitre Corporation Tax Sheltered Annuity Plan
The Mitre Corporation Tax Sheltered Annuity Plan reports $4.1B in end-of-year assets across 12,320 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $336,659 per participant (2.4x the national average assets-per-participant) . Net income for plan year 2022 was -$868M.
This plan identity (EIN 042239742, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.1B to $5.1B (+23.5%) while covered participants moved from 12,320 to 12,379 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,320 | $4.1B | This page |
| 2023 | 11,980 | $4.7B | Open filing |
| 2024 · index core | 12,379 | $5.1B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Mitre Corporation Tax Sheltered Annuity Plan (Other, $5.1B, 12,379 participants)
- The Mitre Corporation Qualified Retirement Plan (Money Purchase, $2.8B, 12,228 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Mitre Corporation Tax Sheltered Annuity Plan by total assets, not by location.
- Fca US LLC UAW Savings Plan (MI) $4.1B · 52,211
- Caltech Base Retirement Plan (CA) $4.2B · 9,827
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) $4.2B · 8,299
- Fca US LLC Salaried Employees' Savings Plan (MI) $4.3B · 17,796
Frequently Asked Questions
How did The Mitre Corporation Tax Sheltered Annuity Plan assets move in 2022? ▼
How have The Mitre Corporation plan assets changed over time? ▼
Where does The Mitre Corporation Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to The Mitre Corporation Tax Sheltered Annuity Plan? ▼
Next read for The Mitre Corporation Tax Sheltered Annu…
Filing takeaways
Ways to act on The Mitre Corporation Tax Sheltered Annuity Plan's numbers.
- By total assets, The Mitre Corporation Tax Sheltered Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- The Mitre Corporation's sponsor-wide assets have grown 24.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans