Other · DOL Form 5500 · 2022
Santa Fe Institute Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $115,396
- Avg per participant Below avg balance/head
Official DOL plan name: Santa Fe Institute 403(b) Retirement Plan · Sponsored by Santa Fe Institute · New Mexico · Educational Services
$8M in assets, 71 participants
Santa Fe Institute's Santa Fe Institute 403(b) Retirement Plan reported $8M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #1,770 in Educational Services (4,024 peers)
Santa Fe Institute multi-year trail
Santa Fe Institute's plans moved +39.9% in assets from 2022 to 2024; this filing shows Santa Fe Institute 403(b) Retirement Plan at $8M / 71 participants.
- #1,770
- in Educational Services (4,024 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Santa Fe Institute 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers
Santa Fe Institute 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,193,144 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Santa Fe Institute 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Santa Fe Institute 403(b) Retirement Plan is a small filing (71 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 850325494 · Santa Fe Institute PY 2022 · Other
Santa Fe Institute 403(b) Retirement Plan · $8M · 71 · 61st
- EBSA $8M
- EBSA 71
- EBSA 61st
- EBSA Other
- EBSA near Greater Bergen Comm Action Inc. Tsa Plan
- EBSA ind #1770
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New Mexico →
Santa Fe Institute 403(b) Retirement Plan in the asset neighbourhood
Santa Fe Institute multi-year asset trail
Sponsor-wide plan assets over time
All Santa Fe Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 39.894206717704186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 84 | $13M |
| 2023 | 2 | 88 | $16M |
| 2024 | 2 | 81 | $18M |
Santa Fe Institute filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$1M |
| Employer EIN | 850325494 |
| Plan Effective Date | 2010-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New Mexico
Peer Other plans, same state, same plan type, ranked by total assets.
- Presbyterian Healthcare Services 403(b) Plan $729M · 11,300
- San Juan Regional Medical Center 403(b) Plan $119M · 1,835
- Lovelace Biomedical Research Institute Tda and DC Plan $99M · 389
- Albuquerque Academy Retirement Plan $74M · 267
- First Choice Community Healthcare 403(b) Plan $27M · 473
Santa Fe Institute 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New Mexico, the nearest Other by assets is Greater Bergen Comm Action Inc. Tsa Plan in NJ ($8M); by covered participants it is Monell Chemical Senses Center 403(b) Defined Contribution Plan in PA (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.