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Original filing (PDF)20251015095224NAL0002197651001
DARTMOUTH HEALTH
Form 5500
FILING_RECEIVED
DARTMOUTH HEALTH 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
14,331
Accounts w/ balance
19,250
Plan assets (EOY)
$1.7B
Net assets (EOY)
$1.7B
How this plan invests
This plan
161 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DARTMOUTH HEALTH.
Plan sponsor
Name
DARTMOUTH HEALTH
EIN
26-4812335
Address
ONE MEDICAL CENTER DRIVE · LEBANON, NH · 037560001
Phone
(603) 650-5000
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $580K | — |
Investments
161 direct securities· $1.6B(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Target Retirement 2030 Fund " | — | — | — | $175.0M | 10.6% | |
| Vanguard Institutional Index Fund " | — | — | — | $174.0M | 10.5% | |
| State Street Target Retirement 2035 Fund " | — | — | — | $157.9M | 9.6% | |
| State Street Target Retirement 2025 Fund " | — | — | — | $140.1M | 8.5% | |
| State Street Target Retirement 2040 Fund " | — | — | — | $129.6M | 7.9% | |
| State Street Target Retirement 2045 Fund " | — | — | — | $112.0M | 6.8% | |
| State Street Target Retirement 2050 Fund " | — | — | — | $97.2M | 5.9% | |
| State Street Target Retirement 2020 Fund " | — | — | — | $80.2M | 4.9% | |
| State Street Target Retirement 2055 Fund " | — | — | — | $78.8M | 4.8% | |
| State Street Target Retirement Fund " | — | — | — | $54.2M | 3.3% | |
| Vanguard Federal Money Market Fund " | — | — | — | $50.6M | 3.1% | |
| T. Rowe Price Institutional Small Cap Stock Fund " | — | — | — | $47.3M | 2.9% | |
| State Street Target Retirement 2060 Fund " | — | — | — | $39.4M | 2.4% | |
| Vanguard Extended Market Index Fund " | — | — | — | $35.5M | 2.2% | |
| Vanguard Short-Term Bond Index Fund " | — | — | — | $34.2M | 2.1% | |
| Dodge & Cox Stock Fund Mutual fund | — | — | — | $33.6M | 2.0% | |
| Vanguard Total International Stock Index Fund " | — | — | — | $33.4M | 2.0% | |
| Vanguard FTSE Social Index Fund " | — | — | — | $26.6M | 1.6% | |
| Vanguard Total Bond Market Index Fund " | — | — | — | $24.5M | 1.5% | |
| Loomis Sayles Investment Grade Bond Fund " | — | — | — | $24.2M | 1.5% | |
| T. Rowe Price Equity Income Fund " | — | — | — | $20.1M | 1.2% | |
| PGIM Jennison Growth Fund " | — | — | — | $19.7M | 1.2% | |
| Harbor Diversified International All Cap Fund " | — | — | — | $12.3M | 0.7% | |
| State Street Target Retirement 2065 Fund " | — | — | — | $11.2M | 0.7% | |
| Self-Directed Brokerage Account Self-directed brokerage account | — | — | — | $11.0M | 0.7% | |
| Fidelity Strategic Real Return Fund " | — | — | — | $1.7M | 0.1% | |
| Stock Index Fund " | — | — | — | $912K | <0.1% | |
| Fidelity Freedom Index 2030 IPR Fund " | — | — | — | $428K | <0.1% | |
| Fidelity Freedom 2030 K Fund " | — | — | — | $365K | <0.1% | |
| Fidelity Contrafund " | — | — | — | $347K | <0.1% | |
| Deutsche Croci US Fund " | — | — | — | $329K | <0.1% | |
| Mid Cap Index Fund " | — | — | — | $326K | <0.1% | |
| Fidelity Growth & Income Fund " | — | — | — | $304K | <0.1% | |
| Deutsche Large Cap Focus Fund " | — | — | — | $241K | <0.1% | |
| International Equities Index Fund " | — | — | — | $239K | <0.1% | |
| Fidelity Freedom 2040 K Fund " | — | — | — | $237K | <0.1% | |
| Deutsche Capital Growth Fund " | — | — | — | $226K | <0.1% | |
| Vanguard Windsor II Fund " | — | — | — | $222K | <0.1% | |
| Mid Cap Strategic Growth Fund " | — | — | — | $217K | <0.1% | |
| Fidelity Blue Chip Growth Fund " | — | — | — | $214K | <0.1% | |
| Science & Technology Fund " | — | — | — | $210K | <0.1% | |
| Deutsche Science and Technology Fund " | — | — | — | $200K | <0.1% | |
| Small Cap Index Fund " | — | — | — | $197K | <0.1% | |
| Aggressive Growth Lifestyle Fund Variable annuity | — | — | — | $191K | <0.1% | |
| Growth Fund " | — | — | — | $185K | <0.1% | |
| Vanguard Wellington Fund " | — | — | — | $168K | <0.1% | |
| Vanguard LifeStrategy Moderate Fund " | — | — | — | $168K | <0.1% | |
| Systematic Core Fund " | — | — | — | $166K | <0.1% | |
| Moderate Growth Lifestyle Fund " | — | — | — | $166K | <0.1% | |
| Metlife Stock Index Portfolio " | — | — | — | $166K | <0.1% | |
| Core Bond Fund " | — | — | — | $165K | <0.1% | |
| Fidelity Vip Growth Portfolio " | — | — | — | $151K | <0.1% | |
| Fidelity Freedom 2020 K Fund " | — | — | — | $150K | <0.1% | |
| Emerging Economies Fund " | — | — | — | $149K | <0.1% | |
| International Socially Responsible Fund " | — | — | — | $133K | <0.1% | |
| Deutsche Government & Agency Money Fund " | — | — | — | $113K | <0.1% | |
| Frontier Mid Cap Growth Portfolio " | — | — | — | $106K | <0.1% | |
| Deutsche S&P 500 Index Fund " | — | — | — | $104K | <0.1% | |
| Vanguard LifeStrategy Growth Fund " | — | — | — | $103K | <0.1% | |
| Fidelity Capital Appreciation Fund " | — | — | — | $103K | <0.1% | |
| International Growth Fund " | — | — | — | $97K | <0.1% | |
| Deutsche Global Income Builder Fund " | — | — | — | $96K | <0.1% | |
| Deutsche GNMA Fund " | — | — | — | $89K | <0.1% | |
| Goldman Sachs VIT Government Money Market Fund " | — | — | — | $86K | <0.1% | |
| Systematic Growth Fund " | — | — | — | $85K | <0.1% | |
| Fidelity Magellan Fund " | — | — | — | $84K | <0.1% | |
| Fidelity Freedom Index 2035 IPR Fund " | — | — | — | $81K | <0.1% | |
| US Socially Responsible Fund " | — | — | — | $81K | <0.1% | |
| International Value Fund " | — | — | — | $80K | <0.1% | |
| Fidelity Total Bond Fund " | — | — | — | $67K | <0.1% | |
| Asset Allocation Fund " | — | — | — | $65K | <0.1% | |
| Ariel Appreciation Fund " | — | — | — | $65K | <0.1% | |
| Valic Conservative Growth LifeStyle Fund " | — | — | — | $65K | <0.1% | |
| Fidelity Freedom Index 2025 IPR Fund " | — | — | — | $62K | <0.1% | |
| Small Cap Growth Fund " | — | — | — | $61K | <0.1% | |
| Deutsche Core Equity Fund " | — | — | — | $57K | <0.1% | |
| Dividend Value Fund " | — | — | — | $56K | <0.1% | |
| Large Capital Growth Fund " | — | — | — | $52K | <0.1% | |
| Fidelity Balanced Fund " | — | — | — | $51K | <0.1% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $51K | <0.1% | |
| Fidelity Growth Company Fund " | — | — | — | $48K | <0.1% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $48K | <0.1% | |
| Mid Cap Value Fund " | — | — | — | $48K | <0.1% | |
| Global Strategy Fund " | — | — | — | $48K | <0.1% | |
| Deutsche Small Cap Growth Fund " | — | — | — | $47K | <0.1% | |
| Fidelity Dividend Growth Fund " | — | — | — | $45K | <0.1% | |
| MFS Total Return Portfolio " | — | — | — | $45K | <0.1% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $42K | <0.1% | |
| Government Securities Fund " | — | — | — | $41K | <0.1% | |
| Valic Capital Appreciation " | — | — | — | $41K | <0.1% | |
| Fidelity Cash Reserves Fund " ** 969 * Fidelity Select Technology Fund " | — | — | — | $39K | <0.1% | |
| Invesco Balanced Risk Commodity Strategic Fund " | — | — | — | $39K | <0.1% | |
| Global Real Estate Fund " | — | — | — | $38K | <0.1% | |
| High Yield Bond Fund " | — | — | — | $38K | <0.1% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $37K | <0.1% | |
| Fidelity Small Cap Stock Fund " | — | — | — | $35K | <0.1% | |
| Small Cap Value Fund " | — | — | — | $33K | <0.1% | |
| Deutsche Short Duration Fund " | — | — | — | $33K | <0.1% | |
| Ariel Fund " | — | — | — | $30K | <0.1% | |
| Vanguard Long-Term Treasury Fund " | — | — | — | $29K | <0.1% | |
| Deutsche Latin America Equity Fund " | — | — | — | $28K | <0.1% | |
| Fidelity Diversified International Fund " | — | — | — | $28K | <0.1% | |
| International Opportunities Fund " | — | — | — | $26K | <0.1% | |
| Fidelity Growth Discovery Fund " | — | — | — | $26K | <0.1% | |
| Inflation Protected Fund " | — | — | — | $26K | <0.1% | |
| Vanguard Long-Term Inv-Grade Fund " | — | — | — | $25K | <0.1% | |
| Deutsche Global High Income Fund " | — | — | — | $25K | <0.1% | |
| Deutsche Croci International Fund " | — | — | — | $24K | <0.1% | |
| Deutsche Health and Wellness Fund " | — | — | — | $21K | <0.1% | |
| Fidelity Advisor Equity Growth Fund " | — | — | — | $21K | <0.1% | |
| MFS Total Return Fund " | — | — | — | $21K | <0.1% | |
| Small Cap Special Value Fund " | — | — | — | $19K | <0.1% | |
| International Government Bond Fund " | — | — | — | $18K | <0.1% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $17K | <0.1% | |
| ClearBridge Growth Fund " | — | — | — | $16K | <0.1% | |
| Deutsche Multiasset Conservative Fund " | — | — | — | $16K | <0.1% | |
| State Street Institutional US Government Money Market Fund " | — | — | — | $15K | <0.1% | |
| MFS Value Fund " | — | — | — | $14K | <0.1% | |
| Fidelity Freedom 2025 K Fund " | — | — | — | $14K | <0.1% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $13K | <0.1% | |
| Invesco Oppenheimer International Growth Fund " | — | — | — | $12K | <0.1% | |
| Deutsche Emerging Market Equity Fund " | — | — | — | $12K | <0.1% | |
| Fidelity Intermediate Bond Fund " | — | — | — | $12K | <0.1% | |
| Fidelity Asset Manager 85% Fund " | — | — | — | $12K | <0.1% | |
| Janus Henderson Small Cap Value Fund " | — | — | — | $11K | <0.1% | |
| Deutsche U.S. Treasury Money Fund " | — | — | — | $11K | <0.1% | |
| Fidelity Freedom 2035 K Fund " | — | — | — | $10K | <0.1% | |
| ClearBridge Large Cap Value Fund " | — | — | — | $9K | <0.1% | |
| Fidelity Overseas Fund " | — | — | — | $9K | <0.1% | |
| Deutsche Equity Sector Strategy Fund " | — | — | — | $9K | <0.1% | |
| Fidelity Disciplined Equity Fund " | — | — | — | $8K | <0.1% | |
| Deutsche Total Return Bond Fund " | — | — | — | $8K | <0.1% | |
| Systematic Value Fund " | — | — | — | $8K | <0.1% | |
| Calvert Vp Sri Balanced Portfolio " | — | — | — | $7K | <0.1% | |
| Vanguard LifeStrategy Conservative Fund " | — | — | — | $7K | <0.1% | |
| ClearBridge Mid Cap Class Fund " | — | — | — | $6K | <0.1% | |
| Invesco Main Street Mid Cap Fund " | — | — | — | $6K | <0.1% | |
| Metlife Mid Cap Stock Index Portfolio " | — | — | — | $6K | <0.1% | |
| Neuberger Berman Genesis Portfolio " | — | — | — | $6K | <0.1% | |
| T. Rowe Price Small Cap Growth Portfolio " | — | — | — | $6K | <0.1% | |
| Brighthouse/Wellington Core Equity Opportunities Portfolio " | — | — | — | $6K | <0.1% | |
| Morgan Stanley Discovery Portfolio " | — | — | — | $6K | <0.1% | |
| Gabelli Asset AAA Fund " | — | — | — | $5K | <0.1% | |
| Fidelity Small Cap Growth Fund " | — | — | — | $5K | <0.1% | |
| BNY Mellon Active MidCap Fund " | — | — | — | $4K | <0.1% | |
| Fidelity Freedom 2010 K Fund " | — | — | — | $4K | <0.1% | |
| Deutsche Emerging Market Fixed Income Fund " | — | — | — | $3K | <0.1% | |
| Fidelity Freedom 2050 K Fund " | — | — | — | $3K | <0.1% | |
| Deutsche Real Assets Fund " | — | — | — | $3K | <0.1% | |
| ClearBridge Large Cap Growth Fund " | — | — | — | $3K | <0.1% | |
| Lord Abbett Bond-Debenture Fund " | — | — | — | $2K | <0.1% | |
| Fidelity Government Money Market Fund " | — | — | — | $2K | <0.1% | |
| Fidelity Canada Fund " | — | — | — | $2K | <0.1% | |
| Fidelity International Discovery Fund " | — | — | — | $2K | <0.1% | |
| Baillie Gifford International Stock Portfolio " | — | — | — | $2K | <0.1% | |
| Deutsche Global Small Cap Fund " | — | — | — | $1K | <0.1% | |
| BNY Mellon Bond Market Index Fund " | — | — | — | $1K | <0.1% | |
| Deutsche International Growth Fund " | — | — | — | $1K | <0.1% | |
| Janus Henderson Flexible Bond Fund " | — | — | — | $1K | <0.1% | |
| Fidelity Freedom Income K Fund " | — | — | — | $1K | <0.1% | |
| Fidelity Advisor Value Strategies Fund " | — | — | — | $1K | <0.1% |