Other · DOL Form 5500 · 2024
Trustees of Dartmouth College Retirement Plan
Data updated 2026-08-25
- $356M
- Total assets Above avg plan size
- 55
- Participants Small participant base
- 96th
- Percentile by assets National rank
- $6.5M
- Avg per participant High balance/head
Official DOL plan name: 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff · Sponsored by Trustees of Dartmouth College · New Hampshire · Educational Services
$356M in assets, 55 participants
Trustees of Dartmouth College's 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff reported $356M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,425 in Educational Services (3,638 peers)
Where 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff sits by assets
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff sits in the top 5% of all filed plans by assets, $356M for 55 participants (~$6.5M/participant), up 3.2% in 2024.
- #3,425
- in Educational Services (3,638 peers)
- +3.2%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff's outsized position by total assets
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$355,982,371 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff reported participants fell from 64 in the plan year 2023 filing to 55 in the plan year 2024 filing.
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff end-of-year assets rose from $345M in the plan year 2023 filing to $356M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 020222111 · Trustees of Dartmouth College PY 2024 · Other
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff · $356M · 55 · 96th
- NET $356M
- BOOK 55
- VS-ST 96th
- BOY Other
- SCH near 403 (B) Retirement Plan
- EBSA ind #3425
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 →
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $345M |
|---|---|
| Net Assets (End of Year) | $356M |
| Net Income | $11M |
| Employer EIN | 020222111 |
| Plan Effective Date | 1926-09-01 |
| 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 $1.7B · 13,150
- Supplemental Retirement Accounts for All Employees of Dartmouth College $1.1B · 4,150
- Solutionhealth & Elliot Health System 403(b) Savings Plan $494M · 4,668
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan $291M · 2,793
- Concord Hospital 403(b) Plan $269M · 2,451
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff's out-of-state Other peers by assets and headcount
Outside New Hampshire, the nearest Other by assets is 403 (B) Retirement Plan in CO ($356M); by covered participants it is St. Hilda's and St. Hugh's School 403(b)Plan in NY (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($356M here).
- 403 (B) Retirement Plan (CO) $356M · 2,372
- Electricians Annuity Plan - IBEW Local 456 (NJ) $356M · 1,346
- University of Puget Sound Retirement Savings Plan (WA) $354M · 912
- The Cambridge Health Alliance Partnership Plan (MA) $358M · 3,678
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.