Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF DARTMOUTH COLLEGE

This Profit Sharing plan holds $997M in total assets and serves 3,998 participants as of 2023. It is sponsored by TRUSTEES OF DARTMOUTH COLLEGE in New Hampshire. The plan reported positive net income of $148M for the year.

Total Assets (2023)
$997M
Participants
3,998
Industry
Educational Services

What the Filing Says About SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE

SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE is a Profit Sharing retirement plan sponsored by TRUSTEES OF DARTMOUTH COLLEGE, headquartered in New Hampshire. As of the 2023 Form 5500 filing, the plan reports $997M in total end-of-year assets and covers 3,998 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 020222111, and the plan has been effective since 1967-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $849M at the beginning of 2023 to $997M at year-end — a gain of 17.5%. Net assets (after liabilities) closed the year at $997M, with reported net income of $148M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$849M
Total Assets (End of Year)$997M
Net Assets (End of Year)$997M
Net Income$148M
Plan TypeProfit Sharing
Employer EIN020222111
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF DARTMOUTH COLLEGE)

Year Plans Participants Total Assets
2022 4 8,113 $2.0B
2023 4 8,256 $2.3B
2024 4 8,610 $2.5B

Nearby Profit Sharing Plans in New Hampshire

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE?
As of the 2023 Form 5500 filing, SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE holds $997M in total assets with 3,998 participants. It is sponsored by TRUSTEES OF DARTMOUTH COLLEGE.
What type of plan is SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE?
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE is a Profit Sharing plan. It has been effective since 1967-01-01. The plan is filed with the U.S. Department of Labor under EIN 020222111.
Who sponsors the SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE?
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE is sponsored by TRUSTEES OF DARTMOUTH COLLEGE, located in New Hampshire. The sponsor's EIN is 020222111 and the plan operates in the Educational Services industry.
How did SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE perform in 2023?
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE grew by 17.5% during 2023, moving from $849M to $997M in total assets. Net income was $148M.
Where can I find official filings for SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE?
Official Form 5500 filings for SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 020222111 or plan name at efast.dol.gov.
How does SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE compare to other plans?
You can compare SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE against other Profit Sharing plans on the plan type page, or view plans in New Hampshire on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.