Money Purchase · DOL Form 5500 · 2023
The Mitre Corporation Money Purchase Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 12,551
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $204,326
- Avg per participant Above avg balance/head
Official DOL plan name: The Mitre Corporation Qualified Retirement Plan · Sponsored by The Mitre Corporation · Massachusetts · Professional & Technical Services
$2.6B in assets, 12,551 participants
The Mitre Corporation's The Mitre Corporation Qualified Retirement Plan reported $2.6B in total assets and 12,551 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #20,267 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
The Mitre Corporation Qualified Retirement Plan covers 12,551 participants in Massachusetts, 19x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.6B.
- #20,267
- in Professional & Technical Services (20,321 peers)
- +14.2%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
The Mitre Corporation Qualified Retirement Plan's outsized position by total assets
The Mitre Corporation Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,564,495,046 Top 1% higher than 99% 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
The Mitre Corporation Qualified Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mitre Corporation Qualified Retirement Plan is a mega filing (12,551 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Mitre Corporation Qualified Retirement Plan reported net income rose from -$500M in the plan year 2022 filing to $319M in the plan year 2023 filing.
- The Mitre Corporation Qualified Retirement Plan end-of-year assets rose from $2.2B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
- The Mitre Corporation Qualified Retirement Plan reported participants rose from 12,021 in the plan year 2022 filing to 12,551 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042239742 · The Mitre Corporation PY 2023 · Money Purchase
The Mitre Corporation Qualified Retirement Plan · $2.6B · 12,551 · 99th
- SCH $2.6B
- SCH 12,551
- SCH 99th
- SCH Money Purchase
- SCH near The Johns Hopkins University Applied Physics Laboratory Pension Plan a
- SCH ind #20267
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 Qualified Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $319M |
| Employer EIN | 042239742 |
| Plan Effective Date | 1981-08-01 |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
- Tufts University Basic Retirement Plan $942M · 6,037
Scale composition for The Mitre Corporation Qualified Retirement Plan
The Mitre Corporation Qualified Retirement Plan reports $2.6B in end-of-year assets across 12,551 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $204,326 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $319M.
This plan identity (EIN 042239742, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $2.8B (+25.0%) while covered participants moved from 12,021 to 12,228 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,021 | $2.2B | Open filing |
| 2023 | 12,551 | $2.6B | This page |
| 2024 · index core | 12,228 | $2.8B | 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 Qualified Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is The Johns Hopkins University Applied Physics Laboratory Pension Plan a in MD ($2.7B); by covered participants it is Tiaa Retirement Plan in NY (12,501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- The Johns Hopkins University Applied Physics Laboratory Pension Plan a (MD) $2.7B · 7,852
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) $2.3B · 28,784
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $2.2B · 2,143
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) $2.2B · 23,168
Similar participant headcount
Nearest other-state filings by covered participants (12,551 participants); asset peers above are excluded.
- Tiaa Retirement Plan (NY) 12,501 · 50 off
- Southern States Savings & Retirement Plan Trust (FL) 13,258 · 707 off
- North Central States Regional Council of Carpenters Supplemental Retirement Plan (WI) 10,094 · 2,457 off
- Scripps Health Retirement Savings Plan (CA) 15,132 · 2,581 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.