Other · DOL Form 5500 · 2022
Trustees of Dartmouth College Retirement Plan
Data updated 2026-08-25
- $329M
- Total assets Above avg plan size
- 77
- Participants Small participant base
- 97th
- Percentile by assets National rank
- $4.3M
- Avg per participant High balance/head
Official DOL plan name: 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff · Sponsored by Trustees of Dartmouth College · New Hampshire · Educational Services
$329M in assets, 77 participants
Trustees of Dartmouth College's 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff reported $329M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,843 in Educational Services (4,024 peers)
Where 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff sits by assets
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff sits in the top 5% of all filed plans by assets, $329M for 77 participants (~$4.3M/participant), down 17.1% in 2022.
- #3,843
- in Educational Services (4,024 peers)
- -17.1%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff's outsized position by total assets
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$328,833,809 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff is a small filing (77 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 020222111 · Trustees of Dartmouth College PY 2022 · Other
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff · $329M · 77 · 97th
- IND $329M
- IND 77
- IND 97th
- IND Other
- IND near Tift Regional Health System 403(b) Plan
- IND ind #3843
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 Educational Services retirement plans → · Plans in New Hampshire →
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $397M |
|---|---|
| Net Assets (End of Year) | $329M |
| Net Income | -$68M |
| Employer EIN | 020222111 |
| Plan Effective Date | 1926-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Dartmouth College)
Sponsor-wide plan assets over time
All Trustees of Dartmouth College plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 27.31809280190306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,113 | $2.0B |
| 2023 | 4 | 8,256 | $2.3B |
| 2024 | 4 | 8,610 | $2.5B |
Nearby Other Plans in New Hampshire
Peer Other plans, same state, same plan type, ranked by total assets.
- Dartmouth-Hitchcock Employee Investment Plan $971M · 10,713
- Supplemental Retirement Accounts for All Employees of Dartmouth College $849M · 3,980
- Solutionhealth & Elliot Health System 403(b) Savings Plan $341M · 4,670
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $242M · 2,558
- The Phillips Exeter Academy Defined Contribution Retirement Plan $200M · 870
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Tift Regional Health System 403(b) Plan in GA ($329M); by covered participants it is Virginia Episcopal School Defined Contribution Retirement Plan in VA (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($329M here).
- Tift Regional Health System 403(b) Plan (GA) $329M · 2,567
- Trinity College 403(b) Retirement Plan (CT) $328M · 647
- Firsthealth of the Carolinas, Inc. Matching Savings Plan (NC) $328M · 5,217
- Heritage Valley Health System 403(b) Plan (PA) $327M · 2,693
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Virginia Episcopal School Defined Contribution Retirement Plan (VA) 77 · 0 off
- Redwood Day School Defined Contribution Retirement Plan (CA) 77 · 0 off
- The Open Window School Defined Contribution Retirement Plan (WA) 77 · 0 off
- Far Hills Country Day School Defined Contribution Retirement Plan (NJ) 77 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.