Mitre 403(b) match, vesting and fees
What Mitre's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 93 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Mitre: employer contribution per participant | $1,497 | |
| Peer median | $2,636 |
| Mitre: average balance | $290,059 | |
| Peer median | $138,945 |
| Mitre: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5B at the end of plan year 2021 to $5.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 19,699 | $5.1B | $26.4M | $1,497 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 19,947 | $4.7B | $25.3M | $1,417 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 20,331 | $4.1B | $22.9M | $1,286 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 19,648 | $5B | $21.5M | $1,252 | <0.01% | Not published | Form 5500 ↗ |
Other Mitre plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Mitre Corporation Qualified Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fid Inv Inst Ops Co | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Mitre match 401(k) contributions?
The match terms for the The Mitre Corporation Tax Sheltered Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $26.4M in employer contributions, about $1,497 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mitre 401(k) match vested?
The vesting schedule for the The Mitre Corporation Tax Sheltered Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mitre 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fid Inv Inst Ops Co. The plan administrator is The Mitre Corporation.
I left Mitre. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Mitre Corporation, (781) 271-7842) or the recordkeeper, Fid Inv Inst Ops Co. The Mitre old 401(k) page lists the contacts from every plan filing. Find an old Mitre 401(k)
Data from the public Form 5500 annual reports Mitre filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Mitre. Not financial advice. Report a correction · Methodology