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.
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 Type | Money Purchase |
| Employer EIN | 020222111 |
| Plan Effective Date | 1989-01-01 |
| 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 Money Purchase Plans in New Hampshire
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- NATIONAL ELECTRICAL ANNUITY PLAN $15.8B · 84,425
- THE PERMANENTE CONTRIBUTION PLAN OF THE PERMANENTE MEDICAL GROUP, INC. $7.0B · 18,060
- TIAA RETIREMENT PLAN $5.3B · 12,501
- KAISER PERMANENTE SUPPLEMENTAL SAVINGS AND RETIREMENT PLAN $5.1B · 36,330
- UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN $4.4B · 20,136
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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.
Read our methodology — how this data is sourced, computed, and verified.