401(k) · DOL Form 5500 · 2023

Mitel (Delaware), Inc. 401(k) Plan

Data updated 2026-08-25

$203M
Total assets Near avg plan size
660
Participants Below avg headcount
95th
Percentile by assets National rank
$307,278
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mitel 401(k) Plan · Sponsored by Mitel (Delaware), Inc. · Arizona · Manufacturing

$203M in assets, 660 participants

Mitel (Delaware), Inc.'s Mitel 401(k) Plan reported $203M in total assets and 660 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,199 in Manufacturing (18,722 peers)

Where Mitel 401(k) Plan sits by assets

Mitel 401(k) Plan sits in the top 5% of all filed plans by assets, $203M for 660 participants (~$307,278/participant), up 3.9% in 2023.

#17,199
in Manufacturing (18,722 peers)
+3.9%
assets growth YoY
2.0×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$202,803,500 Top 5% higher than 95% 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

Mitel 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mitel 401(k) Plan sits mid-pack in the medium band (660 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitel 401(k) Plan reported net income rose from -$61M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Mitel 401(k) Plan reported participants fell from 1,086 in the plan year 2022 filing to 660 in the plan year 2023 filing.
  • Mitel 401(k) Plan end-of-year assets rose from $195M in the plan year 2022 filing to $203M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860220994 · Mitel (Delaware), Inc. PY 2023 · 401(k)

Mitel 401(k) Plan · $203M · 660 · 95th

  • RANK $203M
  • PHOTO 660
  • IND 95th
  • EOY 401(k)
  • 5500 near Rsui 401(k) / Retirement Savings Plan
  • ASSETS ind #17199

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 Manufacturing retirement plans → · Plans in Arizona →

Mitel 401(k) Plan in the asset neighbourhood

Metallus Inc. Savings and Investment Pension PlanMetallus Inc. Savings and In…$203MPar Petroleum LLC Savings PlanPar Petroleum LLC Savings Pl…$203MMitel 401(k) Plan$203MRsui 401(k) / Retirement Savings PlanRsui 401(k) / Retirement Sav…$203MThe Kokosing Group 401(k) Profit Sharing PlanThe Kokosing Group 401(k) Pr…$203M
End-of-year total assets ($M) among Mitel 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$195M
Net Assets (End of Year)$203M
Net Income$8M
Employer EIN860220994
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitel (Delaware), Inc.)

Sponsor-wide plan assets over time

All Mitel (Delaware), Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$228M 16.753899938282874% vs 2022
2024 filing year
$190M$200M$210M$220M$230M$240M 202220232024 $195M $228M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 1,086 $195M
2023 1 660 $203M
2024 1 550 $228M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Mitel 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Mitel 401(k) Plan, Total assets ($B): 0.2028035 · Participants: 660Mitel 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Mitel 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Mitel 401(k) Plan side-by-side with 3 peers →

Mitel 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Rsui 401(k) / Retirement Savings Plan in GA ($203M); by covered participants it is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($203M here).

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Mitel 401(k) Plan assets move in 2023? ▼
Mitel 401(k) Plan edged up modestly - up 3.9% during 2023, from $195M to $203M. Reported net income was $8M.
How have Mitel (Delaware), Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitel (Delaware), Inc.'s sponsor-wide assets grew 16.8%, from $195M to $228M.
Where does Mitel 401(k) Plan rank by assets among Form 5500 filers? ▼
Mitel 401(k) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Mitel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rsui 401(k) / Retirement Savings Plan in GA ($203M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Mitel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Hospital Kearney D. B. a. Kearney Regional Medical Center Retirement Plan in NE (660 participants, N/A 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 860220994.

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.