Money Purchase · DOL Form 5500 · 2022

Trustees of Dartmouth College Money Purchase Plan

Data updated 2026-08-25

$688M
Total assets Above avg plan size
3,756
Participants Above avg headcount
98th
Percentile by assets National rank
$183,219
Avg per participant Above avg balance/head
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Official DOL plan name: 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff · Sponsored by Trustees of Dartmouth College · New Hampshire · Educational Services

$688M in assets, 3,756 participants

Trustees of Dartmouth College's 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reported $688M in total assets and 3,756 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,935 in Educational Services (4,024 peers)

Coverage in New Hampshire

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff covers 3,756 participants in New Hampshire, 12x the typical New Hampshire plan (state average ~301 per filing). Assets: $688M.

#3,935
in Educational Services (4,024 peers)
-15.8%
assets change YoY
6.9×
vs typical plan assets (national mean)

The plan reported a net loss of $129M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff's outsized position by total assets

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$688,171,831 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff'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. 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff lands in the large band (3,756 participants).

Form 5500 schedule snapshot

Filing strip 020222111 · Trustees of Dartmouth College PY 2022 · Money Purchase

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff · $688M · 3,756 · 98th

  • PCT $688M
  • PCT 3,756
  • PCT 98th
  • PCT Money Purchase
  • PCT near Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg
  • PCT ind #3935

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 →

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff in the asset neighbourhood

Local 580 Annuity Fund$710MLocal 580 Annuity Fund$710MKaiser Permanente Supplemental Savings and Retirement Plan for ScpmgKaiser Permanente Supplement…$693M401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$688MRetirement Plan for Employees of Fermi Research Alliance, LLCRetirement Plan for Employee…$669M
End-of-year total assets ($M) among 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

New Hampshire filing particulars

Total Assets (Beginning of Year)$817M
Net Assets (End of Year)$688M
Net Income-$129M
Employer EIN020222111
Plan Effective Date1989-01-01
Filing StatusFILING 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
$1.8B$2B$2.2B$2.4B$2.6B 202220232024 $1.97B $2.51B ▲ +27.4%
Year Plans Participants Total Assets
2022 4 8,113 $2.0B
2023 4 8,256 $2.3B
2024 4 8,610 $2.5B

Nearby Money Purchase Plans in New Hampshire

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff vs. nearby Money Purchase plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 051015 Total assets ($B) Participants 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff, Total assets ($B): 0.688171831 · Participants: 3756401(a) Def Cont Ret Plan for Dartmouth College Faculty/StaffNational Electrical Annuity Plan, Total assets ($B): 13.78381311 · Participants: 80049National Electrical Annuity PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Tiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanKaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement Plan
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff vs. nearby Money Purchase plans in New Hampshire, assets vs. participants
Compare 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff side-by-side with 3 peers →

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff's out-of-state Money Purchase peers by assets and headcount

Outside New Hampshire, the nearest Money Purchase by assets is Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg in CA ($693M); by covered participants it is IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan in AZ (3,763 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($688M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,756 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff assets move in 2022? ▼
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff declined sharply - down 15.8% during 2022, from $817M to $688M. Reported net income was -$129M.
How have Trustees of Dartmouth College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Dartmouth College's sponsor-wide assets grew 27.3%, from $2.0B to $2.5B.
Where does 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff rank by assets among Form 5500 filers? ▼
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff? ▼
Among Money Purchase plans in other states, the closest by assets is Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg in CA ($693M, 6,078 participants).
Which Money Purchase plans cover a similar participant headcount to 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan in AZ (3,763 participants, $101M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020222111.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.