Other · DOL Form 5500 · 2024
The Mitre Corporation Retirement Plan
Data updated 2026-08-25
- $5.1B
- Total assets Very large vs avg
- 12,379
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $413,919
- Avg per participant High balance/head
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.
- #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.
- #20,145
- in Professional & Technical Services (20,173 peers)
- +9.0%
- assets growth YoY
- 51×
- 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 2024 · DOL Form 5500
$5,123,899,150 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Mitre Corporation Tax Sheltered Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2024 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 (12,379 participants), the rightmost band on the breakdown.
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.
Published 5500 schedule card
Filing strip 042239742 · The Mitre Corporation PY 2024 · Other
The Mitre Corporation Tax Sheltered Annuity Plan · $5.1B · 12,379 · 100th
- EOY $5.1B
- EOY 12,379
- EOY 100th
- EOY Other
- EOY near Fca US LLC Salaried Employees' Savings Plan
- EOY ind #20145
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 Virginia →
The Mitre Corporation Tax Sheltered Annuity Plan in the asset neighbourhood
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)
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 Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- 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)
The Mitre Corporation Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Fca US LLC Salaried Employees' Savings Plan in MI ($5.1B); by covered participants it is Employee Retirement Savings Plan - Premier Health Partners in OH (12,398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,379 participants); asset peers above are excluded.
- Employee Retirement Savings Plan - Premier Health Partners (OH) 12,398 · 19 off
- New York University Supplemental Tax Deferred Annuity Plan (NY) 12,441 · 62 off
- Northwestern University Voluntary Savings Plan (IL) 12,219 · 160 off
- Temple University Health System, Inc. 403(b) Plan (PA) 12,208 · 171 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.