Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF

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

TRUSTEES OF DARTMOUTH COLLEGE

This Defined Benefit (Pension) plan holds $102M in total assets and serves 253 participants as of 2024. It is sponsored by TRUSTEES OF DARTMOUTH COLLEGE in New Hampshire. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$102M
Participants
253
Industry
Educational Services

What the Filing Says About DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF

DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF is a Defined Benefit (Pension) retirement plan sponsored by TRUSTEES OF DARTMOUTH COLLEGE, headquartered in New Hampshire. As of the 2024 Form 5500 filing, the plan reports $102M in total end-of-year assets and covers 253 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 1949-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $106M at the beginning of 2024 to $102M at year-end — a decline of 3.7%. Net assets (after liabilities) closed the year at $102M, with reported net income of $-3,990,673 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)$106M
Total Assets (End of Year)$102M
Net Assets (End of Year)$102M
Net Income$-3,990,673
Plan TypeDefined Benefit (Pension)
Employer EIN020222111
Plan Effective Date1949-06-01
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 Defined Benefit (Pension) Plans in New Hampshire

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF?
As of the 2024 Form 5500 filing, DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF holds $102M in total assets with 253 participants. It is sponsored by TRUSTEES OF DARTMOUTH COLLEGE.
What type of plan is DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF?
DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF is a Defined Benefit (Pension) plan. It has been effective since 1949-06-01. The plan is filed with the U.S. Department of Labor under EIN 020222111.
Who sponsors the DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF?
DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE 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 DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF perform in 2024?
DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF declined by 3.7% during 2024, moving from $106M to $102M in total assets. Net income was $-3,990,673.
Where can I find official filings for DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF?
Official Form 5500 filings for DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE 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 DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF compare to other plans?
You can compare DEFINED BENEFIT RETIREMENT PLAN FOR DARTMOUTH COLLEGE STAFF against other Defined Benefit (Pension) 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.