Money Purchase
2024 plan-year Money Purchase DOL Form 5500

401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF

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

TRUSTEES OF DARTMOUTH COLLEGE

This Money Purchase plan holds $933M in total assets and serves 4,152 participants as of 2024. It is sponsored by TRUSTEES OF DARTMOUTH COLLEGE in New Hampshire. The plan reported positive net income of $114M for the year.

Total Assets (2023)
$933M
Participants
4,152
Industry
Educational Services

What the Filing Says About 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF

401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF is a Money Purchase retirement plan sponsored by TRUSTEES OF DARTMOUTH COLLEGE, headquartered in New Hampshire. As of the 2024 Form 5500 filing, the plan reports $933M in total end-of-year assets and covers 4,152 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 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $820M at the beginning of 2024 to $933M at year-end — a gain of 13.8%. Net assets (after liabilities) closed the year at $933M, with reported net income of $114M 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)$820M
Total Assets (End of Year)$933M
Net Assets (End of Year)$933M
Net Income$114M
Plan TypeMoney Purchase
Employer EIN020222111
Plan Effective Date1989-01-01
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 Money Purchase Plans in New Hampshire

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF?
As of the 2024 Form 5500 filing, 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF holds $933M in total assets with 4,152 participants. It is sponsored by TRUSTEES OF DARTMOUTH COLLEGE.
What type of plan is 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF?
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF is a Money Purchase plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 020222111.
Who sponsors the 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF?
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF perform in 2024?
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF grew by 13.8% during 2024, moving from $820M to $933M in total assets. Net income was $114M.
Where can I find official filings for 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF?
Official Form 5500 filings for 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF 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 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF compare to other plans?
You can compare 401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF against other Money Purchase 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 2024.

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.