401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$228M
Total assets
550
Participants
95th
Percentile by assets
$414,195
Avg per participant
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Official DOL plan name: Mitel 401(k) Plan · Sponsored by Mitel (Delaware), Inc. · Arizona · Manufacturing

$228M in assets, 550 participants

Mitel (Delaware), Inc.'s Mitel 401(k) Plan reported $228M in total assets and 550 participants in its 2024 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.

  • 95th percentile by assets (of 123,622 plans)
  • #16,350 in Manufacturing (17,777 peers)

Where Mitel 401(k) Plan sits by assets

Mitel 401(k) Plan sits in the top 5% of all filed plans by assets, $228M for 550 participants (~$414,195/participant), up 12.3% in 2024.

$228M
total plan assets (2024 EOY)
550
covered participants
95th
percentile by assets (of 123,622 plans)
$414,195
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mitel 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to -$10M in the plan year 2024 filing.
  • Mitel 401(k) Plan reported participants fell from 660 in the plan year 2023 filing to 550 in the plan year 2024 filing.
  • Mitel 401(k) Plan end-of-year assets rose from $203M in the plan year 2023 filing to $228M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Mitel 401(k) Plan vs the 2024 asset distribution

By assets, Mitel 401(k) Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$228M
Net Income-$10M
Employer EIN860220994
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

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

$190M$200M$210M$220M$230M$240M 202220232024 $195M $228M ▲ +16.8%
Total plan assets by year, all Mitel (Delaware), Inc. plans on file
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

Mitel 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Mitel 401(k) PlanBechtel Trust & Thri…Banner Health Employ…Freeport-Mcmoran Inc…Republic Services, I…Stantec 401(k) Plan
Mitel 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mitel 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Mitel 401(k) Plan assets move in 2024?
Mitel 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $203M to $228M. Reported net income was -$10M.
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 123,622 plans that reported assets for plan year 2024 (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 401(k) Plan of Evangelical Community Hospital in PA ($228M, 1,943 participants).

Scale reading

Ways to act on Mitel 401(k) Plan's numbers.