Other · DOL Form 5500 · 2023
Trustees of Dartmouth College Retirement Plan
Data updated 2026-08-25
- $345M
- Total assets Above avg plan size
- 64
- Participants Small participant base
- 97th
- Percentile by assets National rank
- $5.4M
- 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
$345M in assets, 64 participants
Trustees of Dartmouth College's 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff reported $345M in total assets and 64 participants in its 2023 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.
- #3,538 in Educational Services (3,735 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, $345M for 64 participants (~$5.4M/participant), up 4.9% in 2023.
- #3,538
- in Educational Services (3,735 peers)
- +4.9%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$345,029,586 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff among smaller filed plans by headcount
Plan-year 2023 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 (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff reported net income rose from -$68M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff reported participants fell from 77 in the plan year 2022 filing to 64 in the plan year 2023 filing.
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff end-of-year assets rose from $329M in the plan year 2022 filing to $345M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 020222111 · Trustees of Dartmouth College PY 2023 · Other
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff · $345M · 64 · 97th
- BOY $345M
- SCH 64
- EBSA 97th
- PART Other
- TYPE near Skidmore 403(b) Retirement Plan
- NET ind #3538
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 (2023)
| Total Assets (Beginning of Year) | $329M |
|---|---|
| Net Assets (End of Year) | $345M |
| Net Income | $16M |
| 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 Health 403(b) Plan $1.4B · 10,995
- Supplemental Retirement Accounts for All Employees of Dartmouth College $997M · 3,998
- Solutionhealth & Elliot Health System 403(b) Savings Plan $421M · 4,668
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $284M · 2,702
- Concord Hospital 403(b) Plan $235M · 2,439
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 Skidmore 403(b) Retirement Plan in NY ($345M); by covered participants it is The Duke Ellington School of the Arts Project in DC (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($345M here).
- Skidmore 403(b) Retirement Plan (NY) $345M · 830
- Genesis Health System Retirement Savings Plan (IA) $345M · 4,651
- Medisys Health Network, Inc. 403(b) Plan (NY) $346M · 5,742
- Pomona College Academic Retirement Plan (CA) $346M · 1,395
Similar participant headcount
Nearest other-state filings by covered participants (64 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.