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.
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 Type | Profit Sharing |
| Employer EIN | 020222111 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING 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.
- 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
- SOUTHERN NEW HAMPSHIRE MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLUS PLAN $227M · 2,195
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Frequently Asked Questions
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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.
Read our methodology — how this data is sourced, computed, and verified.