Other · DOL Form 5500 · 2024
The Mitre Corporation Retirement Plan
Data updated 2026-08-11
- $5.1B
- Total assets
- 12,379
- Participants
- 100th
- Percentile by assets
- $413,919
- Avg per participant
Official DOL plan name: The Mitre Corporation Tax Sheltered Annuity Plan · Sponsored by The Mitre Corporation · Virginia · Professional & Technical Services
$5.1B in assets, 12,379 participants
The Mitre Corporation's The Mitre Corporation Tax Sheltered Annuity Plan reported $5.1B in total assets and 12,379 participants in its 2024 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 123,622 plans)
- #20,145 in Professional & Technical Services (20,173 peers)
Coverage in Virginia
The Mitre Corporation Tax Sheltered Annuity Plan covers 12,379 participants in Virginia, 16x the typical Virginia plan (state average ~782 per filing). Assets: $5.1B.
- $5.1B
- total plan assets (2024 EOY)
- 12,379
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $413,919
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Mitre Corporation Tax Sheltered Annuity Plan reported net income fell from $553M in the plan year 2023 filing to $423M in the plan year 2024 filing.
- The Mitre Corporation Tax Sheltered Annuity Plan end-of-year assets rose from $4.7B in the plan year 2023 filing to $5.1B in the plan year 2024 filing.
- The Mitre Corporation Tax Sheltered Annuity Plan reported participants rose from 11,980 in the plan year 2023 filing to 12,379 in the plan year 2024 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. The Mitre Corporation Tax Sheltered Annuity Plan reports 12,379 participants - 16x that state average ($5.1B EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $4.7B |
|---|---|
| Net Assets (End of Year) | $5.1B |
| Net Income | $423M |
| 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 Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
The Mitre Corporation Tax Sheltered Annuity Plan vs. nearby Other plans in Virginia, assets vs. participants
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
- Centra Health Matching Tax Deferred Savings Plan $747M · 7,362
Scale composition for The Mitre Corporation Tax Sheltered Annuity Plan
The Mitre Corporation Tax Sheltered Annuity Plan reports $5.1B in end-of-year assets across 12,379 participants (0.042% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $413,919 per participant (3.0x the national average assets-per-participant) . Net income for plan year 2024 was $423M.
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 | Open filing |
| 2024 · index core | 12,379 | $5.1B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- 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 Salaried Employees' Savings Plan (MI) $5.1B · 15,683
- Fca US LLC UAW Savings Plan (MI) $5.2B · 44,591
- Caltech Base Retirement Plan (CA) $5.2B · 10,970
- The Retirement Savings Plan (NY) $4.8B · 45,574
Frequently Asked Questions
How did The Mitre Corporation Tax Sheltered Annuity Plan assets move in 2024? ▼
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 Virginia. 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