Other · DOL Form 5500 · 2022
Trustees of Dartmouth College Retirement Plan
Data updated 2026-08-25
- $849M
- Total assets Above avg plan size
- 3,980
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $213,313
- Avg per participant Above avg balance/head
Official DOL plan name: Supplemental Retirement Accounts for All Employees of Dartmouth College · Sponsored by Trustees of Dartmouth College · New Hampshire · Educational Services
$849M in assets, 3,980 participants
Trustees of Dartmouth College's Supplemental Retirement Accounts for All Employees of Dartmouth College reported $849M in total assets and 3,980 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,952 in Educational Services (4,024 peers)
Coverage in New Hampshire
Supplemental Retirement Accounts for All Employees of Dartmouth College covers 3,980 participants in New Hampshire, 13x the typical New Hampshire plan (state average ~301 per filing). Assets: $849M.
- #3,952
- in Educational Services (4,024 peers)
- -14.2%
- assets change YoY
- 8.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $141M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Supplemental Retirement Accounts for All Employees of Dartmouth College's outsized position by total assets
Supplemental Retirement Accounts for All Employees of Dartmouth College vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$848,987,653 Top 1% higher than 99% 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
Supplemental Retirement Accounts for All Employees of Dartmouth College's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Supplemental Retirement Accounts for All Employees of Dartmouth College lands in the large band (3,980 participants).
DOL schedule card
Filing strip 020222111 · Trustees of Dartmouth College PY 2022 · Other
Supplemental Retirement Accounts for All Employees of Dartmouth College · $849M · 3,980 · 99th
- PART $849M
- PART 3,980
- PART 99th
- PART Other
- PART near Saint Louis University 403(b) Annuity Plan
- PART ind #3952
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 →
Supplemental Retirement Accounts for All Employees of Dartmouth College in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $990M |
|---|---|
| Net Assets (End of Year) | $849M |
| Net Income | -$141M |
| Employer EIN | 020222111 |
| Plan Effective Date | 1967-01-01 |
| 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
- Solutionhealth & Elliot Health System 403(b) Savings Plan $341M · 4,670
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $329M · 77
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $242M · 2,558
- The Phillips Exeter Academy Defined Contribution Retirement Plan $200M · 870
Supplemental Retirement Accounts for All Employees of Dartmouth College's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is Saint Louis University 403(b) Annuity Plan in MO ($842M); by covered participants it is Au Medical Center, Inc. 403(b) Retirement Savings Plan in GA (3,978 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($849M here).
- Saint Louis University 403(b) Annuity Plan (MO) $842M · 2,398
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) $841M · 9,111
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) $826M · 6,209
- Honorhealth 403(b) Retirement Security Plan (AZ) $873M · 12,089
Similar participant headcount
Nearest other-state filings by covered participants (3,980 participants); asset peers above are excluded.
- Au Medical Center, Inc. 403(b) Retirement Savings Plan (GA) 3,978 · 2 off
- The New School 403(b) Retirement Plans (NY) 3,984 · 4 off
- Eisenhower Medical Center 403(b) Retirement Plan (CA) 3,987 · 7 off
- Nicklaus Children's Health System Retirement Plan (FL) 4,000 · 20 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.