Other · DOL Form 5500 · 2023
Trustees of Dartmouth College Retirement Plan
Data updated 2026-08-25
- $997M
- Total assets Very large vs avg
- 3,998
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $249,471
- 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
$997M in assets, 3,998 participants
Trustees of Dartmouth College's Supplemental Retirement Accounts for All Employees of Dartmouth College reported $997M in total assets and 3,998 participants in its 2023 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.
- #3,663 in Educational Services (3,735 peers)
Coverage in New Hampshire
Supplemental Retirement Accounts for All Employees of Dartmouth College covers 3,998 participants in New Hampshire, 13x the typical New Hampshire plan (state average ~301 per filing). Assets: $997M.
- #3,663
- in Educational Services (3,735 peers)
- +17.5%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$997,386,990 Top 1% higher than 99% 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
Supplemental Retirement Accounts for All Employees of Dartmouth College'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. Supplemental Retirement Accounts for All Employees of Dartmouth College lands in the large band (3,998 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Supplemental Retirement Accounts for All Employees of Dartmouth College reported net income rose from -$141M in the plan year 2022 filing to $148M in the plan year 2023 filing.
- Supplemental Retirement Accounts for All Employees of Dartmouth College end-of-year assets rose from $849M in the plan year 2022 filing to $997M in the plan year 2023 filing.
- Supplemental Retirement Accounts for All Employees of Dartmouth College reported participants rose from 3,980 in the plan year 2022 filing to 3,998 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 020222111 · Trustees of Dartmouth College PY 2023 · Other
Supplemental Retirement Accounts for All Employees of Dartmouth College · $997M · 3,998 · 99th
- EIN $997M
- RANK 3,998
- PHOTO 99th
- IND Other
- EOY near Multicare Health System 403(b) Employee Savings Plan
- 5500 ind #3663
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) | $849M |
|---|---|
| Net Assets (End of Year) | $997M |
| Net Income | $148M |
| 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 Health 403(b) Plan $1.4B · 10,995
- Solutionhealth & Elliot Health System 403(b) Savings Plan $421M · 4,668
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff $345M · 64
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $284M · 2,702
- Concord Hospital 403(b) Plan $235M · 2,439
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 Multicare Health System 403(b) Employee Savings Plan in WA ($994M); by covered participants it is Yai Network Affiliates 403(b) Plan in NY (3,989 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($997M here).
- Multicare Health System 403(b) Employee Savings Plan (WA) $994M · 15,445
- Ann & Robert H. Lurie Children's Hospital of Chicago Retirement Savings Plan (IL) $988M · 6,439
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) $1.0B · 19,936
- Honor Health 403(b) Retirement Security Plan (AZ) $1.0B · 13,597
Similar participant headcount
Nearest other-state filings by covered participants (3,998 participants); asset peers above are excluded.
- Yai Network Affiliates 403(b) Plan (NY) 3,989 · 9 off
- Saint Francis Medical Center Tax Deferred Annuity Plan (MO) 3,977 · 21 off
- Saint Francis Healthcare System Tax Deferred Annuity Plan (MO) 3,977 · 21 off
- The University Hospital of Augusta, Georgia Retirement Savings Plan (GA) 3,971 · 27 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.