Other · DOL Form 5500 · 2023

The Mitre Corporation Retirement Plan

Data updated 2026-08-25

$4.7B
Total assets Very large vs avg
11,980
Participants Very large workforce
100th
Percentile by assets National rank
$392,372
Avg per participant High balance/head
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Official DOL plan name: The Mitre Corporation Tax Sheltered Annuity Plan · Sponsored by The Mitre Corporation · Massachusetts · Professional & Technical Services

$4.7B in assets, 11,980 participants

The Mitre Corporation's The Mitre Corporation Tax Sheltered Annuity Plan reported $4.7B in total assets and 11,980 participants in its 2023 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.

  • #20,294 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

The Mitre Corporation Tax Sheltered Annuity Plan covers 11,980 participants in Massachusetts, 18x the typical Massachusetts plan (state average ~659 per filing). Assets: $4.7B.

#20,294
in Professional & Technical Services (20,321 peers)
+13.3%
assets growth YoY
47×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$4,700,618,255 Highest reported value at or above every one of 127,068 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 2023

The Mitre Corporation Tax Sheltered Annuity 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 Tax Sheltered Annuity Plan is a mega filing (11,980 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mitre Corporation Tax Sheltered Annuity Plan reported net income rose from -$868M in the plan year 2022 filing to $553M in the plan year 2023 filing.
  • The Mitre Corporation Tax Sheltered Annuity Plan end-of-year assets rose from $4.1B in the plan year 2022 filing to $4.7B in the plan year 2023 filing.
  • The Mitre Corporation Tax Sheltered Annuity Plan reported participants fell from 12,320 in the plan year 2022 filing to 11,980 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042239742 · The Mitre Corporation PY 2023 · Other

The Mitre Corporation Tax Sheltered Annuity Plan · $4.7B · 11,980 · 100th

  • SCH $4.7B
  • EBSA 11,980
  • PART 100th
  • TYPE Other
  • NET near Fca US LLC UAW Savings Plan
  • BOOK ind #20294

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

New York University Retirement Plan for Members of the Faculty, Professional Research Staff and AdministrationNew York University Retireme…$4.9BFca US LLC Salaried Employees' Savings PlanFca US LLC Salaried Employee…$4.8BCaltech Base Retirement Plan$4.8BThe Mitre Corporation Tax Sheltered Annuity PlanThe Mitre Corporation Tax Sh…$4.7BFca US LLC UAW Savings Plan$4.7B
End-of-year total assets ($B) among The Mitre Corporation Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4.1B
Net Assets (End of Year)$4.7B
Net Income$553M
Employer EIN042239742
Plan Effective Date1958-09-01
Filing StatusFILING 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
$6B$6.5B$7B$7.5B$8B$8.5B 202220232024 $6.39B $7.93B ▲ +24.1%
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 Scatter plot of 6 data points. 500010000150002000025000 12345 Total assets ($B) Participants The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.56426497 · Participants: 12651Boston University Supplemental Retirement and Savings Plan
The Mitre Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Mitre Corporation Tax Sheltered Annuity Plan side-by-side with 3 peers →

Scale composition for The Mitre Corporation Tax Sheltered Annuity Plan

The Mitre Corporation Tax Sheltered Annuity Plan reports $4.7B in end-of-year assets across 11,980 participants (0.038% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $392,372 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2023 was $553M.

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 Open filing
2023 11,980 $4.7B This page
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'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 ($4.7B); by covered participants it is Temple University Health System, Inc. 403(b) Plan in PA (11,971 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,980 participants); asset peers above are excluded.

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 The Mitre Corporation Tax Sheltered Annuity Plan assets move in 2023? ▼
The Mitre Corporation Tax Sheltered Annuity Plan grew at a solid clip - up 13.3% during 2023, from $4.1B to $4.7B. Reported net income was $553M.
How have The Mitre Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mitre Corporation's sponsor-wide assets grew 24.0%, from $6.4B to $7.9B.
Where does The Mitre Corporation Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
The Mitre Corporation Tax Sheltered Annuity Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The Mitre Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Fca US LLC UAW Savings Plan in MI ($4.7B, 49,473 participants).
Which Other plans cover a similar participant headcount to The Mitre Corporation Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Temple University Health System, Inc. 403(b) Plan in PA (11,971 participants, $1.2B 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 042239742.

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.