Other · DOL Form 5500 · 2022
The Mitre Corporation Retirement Plan
Data updated 2026-08-25
- $4.1B
- Total assets Very large vs avg
- 12,320
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $336,659
- Avg per participant High balance/head
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.
- #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.
- #21,536
- in Professional & Technical Services (21,562 peers)
- -17.3%
- assets change YoY
- 42×
- vs typical plan assets (national mean)
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.
The Mitre Corporation Tax Sheltered Annuity Plan's outsized position 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 Highest reported value at or above every one 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
The Mitre Corporation Tax Sheltered Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mitre Corporation Tax Sheltered Annuity Plan is a mega filing (12,320 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 042239742 · The Mitre Corporation PY 2022 · Other
The Mitre Corporation Tax Sheltered Annuity Plan · $4.1B · 12,320 · 100th
- NET $4.1B
- NET 12,320
- NET 100th
- NET Other
- NET near Fca US LLC UAW Savings Plan
- NET ind #21536
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 Massachusetts →
The Mitre Corporation Tax Sheltered Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Mitre Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $7.9B 24.045794605294716% vs 2022
- 2024 filing year
| 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.
- 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)
The Mitre Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Fca US LLC UAW Savings Plan in MI ($4.1B); by covered participants it is Tower Health 403(b) Plan in PA (12,324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,320 participants); asset peers above are excluded.
- Tower Health 403(b) Plan (PA) 12,324 · 4 off
- University of Miami Retirement Savings Plan (FL) 12,294 · 26 off
- Baylor College of Medicine Section 403b (TX) 12,275 · 45 off
- Childrens Healthcare of Atlanta Inc Share Plan (GA) 12,262 · 58 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.