Other · DOL Form 5500 · 2023

Dartmouth Health Retirement Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
10,995
Participants Very large workforce
99th
Percentile by assets National rank
$125,404
Avg per participant Near avg balance/head
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Official DOL plan name: Dartmouth Health 403(b) Plan · Sponsored by Dartmouth Health · New Hampshire · Healthcare & Social Assistance

$1.4B in assets, 10,995 participants

Dartmouth Health's Dartmouth Health 403(b) Plan reported $1.4B in total assets and 10,995 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.

  • #17,535 in Healthcare & Social Assistance (17,684 peers)

Coverage in New Hampshire

Dartmouth Health 403(b) Plan covers 10,995 participants in New Hampshire, 37x the typical New Hampshire plan (state average ~301 per filing). Assets: $1.4B.

#17,535
in Healthcare & Social Assistance (17,684 peers)
+41.9%
assets growth YoY
14×
vs typical plan assets (national mean)

Dartmouth Health 403(b) Plan's outsized position by total assets

Dartmouth Health 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,378,812,586 Top 1% higher than 99% 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

Dartmouth Health 403(b) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dartmouth Health 403(b) Plan is a mega filing (10,995 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 264812335 · Dartmouth Health PY 2023 · Other

Dartmouth Health 403(b) Plan · $1.4B · 10,995 · 99th

  • ASSETS $1.4B
  • ASSETS 10,995
  • ASSETS 99th
  • ASSETS Other
  • ASSETS near The Children's Hospital Corporation Tax-Deferred Annuity Plan
  • ASSETS ind #17535

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 Healthcare & Social Assistance retirement plans → · Plans in New Hampshire →

Dartmouth Health 403(b) Plan in the asset neighbourhood

Weill Cornell Medical College Tax Deferred Annuity PlanWeill Cornell Medical Colleg…$1.4BBrown University Defined Contribution Legacy Retirement PlanBrown University Defined Con…$1.4BDartmouth Health 403(b) Plan$1.4BThe Children's Hospital Corporation Tax-Deferred Annuity PlanThe Children's Hospital Corp…$1.4BUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanUniversity of Alabama Health…$1.4B
End-of-year total assets ($B) among Dartmouth Health 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$971M
Net Assets (End of Year)$1.4B
Net Income$171M
Employer EIN264812335
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dartmouth Health)

Sponsor-wide plan assets over time

All Dartmouth Health plans reported in each filing year

Latest sponsor-wide plan assets
$2.7B 13.01970592236669% vs 2023
2024 filing year
$2.3B$2.4B$2.5B$2.6B$2.7B$2.8B 20232024 $2.41B $2.72B ▲ +12.9%
Year Plans Participants Total Assets
2023 2 22,613 $2.4B
2024 2 23,994 $2.7B

Nearby Other Plans in New Hampshire

Peer Other plans, same state, same plan type, ranked by total assets.

Dartmouth Health 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Dartmouth Health 403(b) Plan, Total assets ($B): 1.378812586 · Participants: 10995Dartmouth Health 403(b) PlanSupplemental Retirement Accounts for All Employees of Dartmouth College, Total assets ($B): 0.99738699 · Participants: 3998Supplemental Retirement Accounts for All Employees of Dartmouth CollegeSolutionhealth & Elliot Health System 403(b) Savings Plan, Total assets ($B): 0.420590988 · Participants: 4668Solutionhealth & Elliot Health System 403(b) Savings Plan403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff, Total assets ($B): 0.345029586 · Participants: 64403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and StaffCatholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan, Total assets ($B): 0.284243467 · Participants: 2702Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement PlanConcord Hospital 403(b) Plan, Total assets ($B): 0.234877562 · Participants: 2439Concord Hospital 403(b) Plan
Dartmouth Health 403(b) Plan vs. nearby Other plans in New Hampshire, assets vs. participants

Dartmouth Health 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New Hampshire, the nearest Other by assets is The Children's Hospital Corporation Tax-Deferred Annuity Plan in MA ($1.4B); by covered participants it is Cedars-Sinai Health System 403b Retirement Plan in CA (10,989 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10,995 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 Dartmouth Health 403(b) Plan assets move in 2023?
Dartmouth Health 403(b) Plan surged - up 41.9% during 2023, from $971M to $1.4B. Reported net income was $171M.
How have Dartmouth Health plan assets changed over time?
Across 2 plan years on file (2023-2024), Dartmouth Health's sponsor-wide assets grew 13.0%, from $2.4B to $2.7B.
Where does Dartmouth Health 403(b) Plan rank by assets among Form 5500 filers?
Dartmouth Health 403(b) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Dartmouth Health 403(b) Plan?
Among Other plans in other states, the closest by assets is The Children's Hospital Corporation Tax-Deferred Annuity Plan in MA ($1.4B, 14,199 participants).
Which Other plans cover a similar participant headcount to Dartmouth Health 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Cedars-Sinai Health System 403b Retirement Plan in CA (10,989 participants, $2.2B in assets).