My Plan Facts

Employers › New Hampshire

Employer · plans filed under one EIN

Trustees of Dartmouth College

Hanover, NH · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$2.51Bnet assets across plans
17,703participant records9,050 active
$35.8Memployer contributions, latest plan years$3,954 per active record
$787KSchedule C compensation to organisations$44.48 per participant record

4 retirement plans with 100 or more participants file Form 5500 under Trustees of Dartmouth College's employer identification number (Hanover, New Hampshire). Their latest filings total 17,703 participant records and $2.51B in net assets.

The largest is Supplemental Retirement Accounts for All Employees of Dartmouth College, a 403(b) plan with 7,961 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $35.8M and participant contributions $31.8M in the latest plan years; benefits paid were $141M. Schedule C compensation reported to service provider organisations totalled $787K.

Combined net assets moved from $908M in 2009 to $2.51B in 2024 (up 176%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Supplemental Retirement Accounts for All Employees of Dartmouth College403(b) plan20247,961$1.12B$140,085—$142K
401(a) Def Cont Ret Plan for Dartmouth College Faculty/staffmoney purchase plan20247,883$933M$118,395$8,014$386K
403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff403(b) plan2024942$356M$377,901$19,940$16K
Defined Benefit Retirement Plan for Dartmouth College Staffdefined benefit pension plan2024917$102M$111,561—$243K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $908M2010: $1.01B2011: $1.03B2012: $1.16B2013: $1.34B2014: $1.43B2015: $1.44B2016: $1.52B2017: $1.73B2018: $1.63B2019: $1.91B2020: $2.14B2021: $2.36B2022: $1.97B2023: $2.27B2024: $2.51B$908M$2.51B20092012201620202024
Combined net assets
2009: 16,6902010: 16,6382011: 16,9852012: 17,4242013: 17,7322014: 17,7502015: 17,8552016: 17,7272017: 17,6602018: 17,0742019: 17,1162020: 16,8192021: 16,8092022: 17,1072023: 17,5612024: 17,70316,69017,85517,70320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024417,703$2.51B$35.8M$31.8M
2023417,561$2.27B$33.1M$29.7M
2022417,107$1.97B$30.3M$27.4M
2021416,809$2.36B$27.6M$25.6M
2020416,819$2.14B$28.3M$25.2M
2019417,116$1.91B$27.8M$25.2M
2018417,074$1.63B$27.7M$24.8M
2017417,660$1.73B$24.5M$22.2M
2016417,727$1.52B$26.4M$24.9M
2015417,855$1.44B$34.8M$24.6M
2014417,750$1.43B$25.4M$23.6M
2013417,732$1.34B$26.8M$22.3M
2012417,424$1.16B$28.1M$21.2M
2011416,985$1.03B$25.4M$21.1M
2010416,638$1.01B$27.7M$21.1M
2009416,690$908M$28.4M$20.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Inv Inst Operations Co. Inc.Participant loan processing3$368,489
BlackRock Institutional Trust Co.naTrustee (bank, trust company, or similar financial institution); Trustee (discretionary); Investment management1$212,703
TIAA—3$176,160
BNY MellonCustodial (securities); Trustee (bank, trust company, or similar financial institution)1$30,000

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Inv Inst Operations Co. Inc.$368K
BlackRock Institutional Trust Co.na$213K
TIAA$176K
BNY Mellon$30K

Questions and answers

How many retirement plans does Trustees of Dartmouth College have?

4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Supplemental Retirement Accounts for All Employees of Dartmouth College, 401(a) Def Cont Ret Plan for Dartmouth College Faculty/staff, 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff and Defined Benefit Retirement Plan for Dartmouth College Staff. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Trustees of Dartmouth College contribute to its plans?

$35,787,234 in employer contributions across these plans in their latest plan years, about $3,954 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Inv Inst Operations Co. Inc., BlackRock Institutional Trust Co.na, TIAA and BNY Mellon. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.