Plan Ledger DOL Form 5500 · updated monthly

Dartmouth Health403(b)

DARTMOUTH HEALTH 403(B) PLAN · LEBANON, NH · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Dartmouth Health reported $568,243 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $5,685 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1st-largest of 411 plans among New Hampshire employers on file, and the 109th of 11,911 in health care & social assistance. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,650,323,000
Participants with balances19,250
Active participants14,331
Employer contributions$81,478,258
Employee contributions$119,102,631
Employer contribution per active participant$5,685
Average account balance$85,731
Benefits paid to participants$109,601,831
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.7B · 19,250 accts · $81.5M emplr
2023$1.4B · 21,792 accts
Employer contributions to the Dartmouth Health plan · 2024
Employer contribution per active participant$5,685
Median for plans this size$5,259

Dartmouth Health's 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$580,101

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023T. Rowe Price, TIAA

This plan has changed recordkeepers within these filings. If you left Dartmouth Health before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$568,243 · 0.04%
2023$822,386 · 0.07%
All plans at this employer2
DARTMOUTH HEALTH 403(B) PLAN403(b)
DARTMOUTH-HITCHCOCK RETIREMENT PLANProfit-sharing plan
Similar plansHealth Care & Social Assistance · New Hampshire
Boston Medical Center MA$1.7B · 0.07%
Main Line Health, Inc. PA$1.7B · 0.05%
Atrius Mso, LLC MN$1.6B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264812335 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.