Money Purchase · DOL Form 5500 · 2023

Trustees of Dartmouth College Money Purchase Plan

Data updated 2026-08-25

$820M
Total assets Above avg plan size
3,918
Participants Above avg headcount
98th
Percentile by assets National rank
$209,241
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

$820M in assets, 3,918 participants

Trustees of Dartmouth College's 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reported $820M in total assets and 3,918 participants in its 2023 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.

  • #3,650 in Educational Services (3,735 peers)

Coverage in New Hampshire

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff covers 3,918 participants in New Hampshire, 13x the typical New Hampshire plan (state average ~301 per filing). Assets: $820M.

#3,650
in Educational Services (3,735 peers)
+19.1%
assets growth YoY
8.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$819,806,367 Top 2% higher than 98% of 127,068 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 2023

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff's large-plan peer group by participant headcount

Plan-year 2023 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 (3,918 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reported net income rose from -$129M in the plan year 2022 filing to $132M in the plan year 2023 filing.
  • 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff end-of-year assets rose from $688M in the plan year 2022 filing to $820M in the plan year 2023 filing.
  • 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reported participants rose from 3,756 in the plan year 2022 filing to 3,918 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020222111 · Trustees of Dartmouth College PY 2023 · Money Purchase

401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff · $820M · 3,918 · 98th

  • 5500 $820M
  • 5500 3,918
  • 5500 98th
  • 5500 Money Purchase
  • 5500 near William Marsh Rice University Defined Contribution Retirement Plan
  • 5500 ind #3650

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

Teamster Local 282 Annuity Trust FundTeamster Local 282 Annuity T…$839MMassachusetts Financial Services Company Defined Contribution PlanMassachusetts Financial Serv…$839MWilliam Marsh Rice University Defined Contribution Retirement PlanWilliam Marsh Rice Universit…$831M401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff401(a) Def Cont Ret Plan for…$820MKaiser Permanente Supplemental Savings and Retirement Plan for ScpmgKaiser Permanente Supplement…$803M
End-of-year total assets ($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 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$688M
Net Assets (End of Year)$820M
Net Income$132M
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 05101520 Total assets ($B) Participants 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff, Total assets ($B): 0.819806367 · Participants: 3918401(a) Def Cont Ret Plan for Dartmouth College Faculty/StaffNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanKaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University 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 William Marsh Rice University Defined Contribution Retirement Plan in TX ($831M); by covered participants it is IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan in AZ (3,942 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,918 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.

Frequently Asked Questions

How did 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff assets move in 2023? ▼
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff grew sharply - up 19.1% during 2023, from $688M to $820M. Reported net income was $132M.
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 127,072 plans that reported assets for plan year 2023 (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 William Marsh Rice University Defined Contribution Retirement Plan in TX ($831M, 6,776 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 (3,942 participants, $120M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.