Money Purchase · DOL Form 5500 · 2024
Trustees of Dartmouth College Money Purchase Plan
Data updated 2026-08-06
- $933M
- Total assets
- 4,152
- Participants
- 98th
- Percentile by assets
- $224,791
- Avg per participant
Official DOL plan name: 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff · Sponsored by Trustees of Dartmouth College · New Hampshire · Educational Services
$933M in assets, 4,152 participants
Trustees of Dartmouth College's 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reported $933M in total assets and 4,152 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 116,472 plans)
- #2,884 in Educational Services (2,960 peers)
Coverage in New Hampshire
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff covers 4,152 participants in New Hampshire, 13x the typical New Hampshire plan (state average ~312 per filing). Assets: $933M.
- $933M
- total plan assets (2024 EOY)
- 4,152
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $224,791
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff end-of-year assets rose from $820M in the plan year 2023 filing to $933M in the plan year 2024 filing.
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reported net income fell from $132M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reported participants rose from 3,918 in the plan year 2023 filing to 4,152 in the plan year 2024 filing.
Participants vs New Hampshire filers
In New Hampshire, the average filing covers about 312 participants across 666 plans. 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff reports 4,152 participants - 13x that state average ($933M EOY assets).
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $820M |
|---|---|
| Net Assets (End of Year) | $933M |
| Net Income | $114M |
| 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.
401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff vs. nearby Money Purchase plans in New Hampshire, assets vs. participants
- National Electrical Annuity Plan $18.1B · 86,141
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $7.9B · 18,550
- Tiaa Retirement Plan $5.9B · 11,906
- Kaiser Permanente Supplemental Savings and Retirement Plan $5.7B · 37,013
- University of Southern California Defined Contribution Retirement Plan $5.0B · 19,806
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff by total assets, not by location.
- Massachusetts Financial Services Company Defined Contribution Plan (MA) $936M · 1,723
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) $936M · 4,689
- William Marsh Rice University Defined Contribution Retirement Plan (TX) $930M · 6,787
- Excavators Union Local 731 Annuity Fund (NY) $953M · 6,236
Frequently Asked Questions
How did 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff assets move in 2024? ▼
How have Trustees of Dartmouth College plan assets changed over time? ▼
Where does 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff? ▼
Next read for 401(a) Def Cont Ret Plan for Dartmouth C…
Filing takeaways
Ways to act on 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff's numbers.
- By total assets, 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Hampshire. Compare plans
- Trustees of Dartmouth College's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Educational Services plans