Money Purchase · DOL Form 5500 · 2022

Santa Fe Institute Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
50th
Percentile by assets National rank
$369,676
Avg per participant High balance/head
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Official DOL plan name: Santa Fe Institute Money Purchase Plan · Sponsored by Santa Fe Institute · New Mexico · Educational Services

$5M in assets, 13 participants

Santa Fe Institute's Santa Fe Institute Money Purchase Plan reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,394 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 Money Purchase Plan at $5M / 13 participants.

#1,394
in Educational Services (4,024 peers)
-15.5%
assets change YoY

The plan reported a net loss of $880K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Fe Institute Money Purchase Plan's mid-pack asset rank among Educational Services and all filers

Santa Fe Institute Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,805,791 Top 50% higher than 50% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Money Purchase 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 Money Purchase Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 850325494 · Santa Fe Institute PY 2022 · Money Purchase

Santa Fe Institute Money Purchase Plan · $5M · 13 · 50th

  • PHOTO $5M
  • PHOTO 13
  • PHOTO 50th
  • PHOTO Money Purchase
  • PHOTO near Curtis V. Cooper Primary Health Care, Inc. Pension Plan
  • PHOTO ind #1394

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 Money Purchase Plan in the asset neighbourhood

Newton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$5MWilkins Investment Cousel, Inc. Profit Sharing PlaWilkins Investment Cousel, I…$5MSanta Fe Institute Money Purchase PlanSanta Fe Institute Money Pur…$5MSan Diego & Imperial Counties Butchers and Food Employers Pension Trust FundSan Diego & Imperial Countie…$5MCurtis V. Cooper Primary Health Care, Inc. Pension PlanCurtis V. Cooper Primary Hea…$5M
End-of-year total assets ($M) among Santa Fe Institute Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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
$12M$14M$16M$18M$20M 202220232024 $13M $18.2M ▲ +39.8%
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)$6M
Net Assets (End of Year)$5M
Net Income-$880K
Employer EIN850325494
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New Mexico

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Santa Fe Institute Money Purchase Plan vs. nearby Money Purchase plans in New Mexico, assets vs. participants Scatter plot of 5 data points. -100001000200030004000 -50050100150 Total assets ($M) Participants Santa Fe Institute Money Purchase Plan, Total assets ($M): 4.805791 · Participants: 13Santa Fe Institute Money Purchase PlanPlumbers & Pipefitters Local Union No. 286 Money Purchase Plan, Total assets ($M): 139.370912 · Participants: 3155Plumbers & Pipefitters Local Union No. 286 Money Purchase PlanMoney Purchase Plan Qrp Keogh, Total assets ($M): 2.238819 · Participants: 1Money Purchase Plan Qrp KeoghLa Mesa Farms Money Purchase Pension Plan and Trust, Total assets ($M): 1.431122 · Participants: 1La Mesa Farms Money Purchase Pension Plan and TrustAnsonics Profit Sharing Plan, Total assets ($M): 0.491805 · Participants: 3Ansonics Profit Sharing Plan
Santa Fe Institute Money Purchase Plan vs. nearby Money Purchase plans in New Mexico, assets vs. participants
Compare Santa Fe Institute Money Purchase Plan side-by-side with 3 peers →

Santa Fe Institute Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside New Mexico, the nearest Money Purchase by assets is Curtis V. Cooper Primary Health Care, Inc. Pension Plan in GA ($5M); by covered participants it is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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.

Frequently Asked Questions

How did Santa Fe Institute Money Purchase Plan assets move in 2022? ▼
Santa Fe Institute Money Purchase Plan declined sharply - down 15.5% during 2022, from $6M to $5M. Reported net income was -$880K.
How have Santa Fe Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Fe Institute's sponsor-wide assets grew 39.9%, from $13M to $18M.
Which Money Purchase plans are similar in size to Santa Fe Institute Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Curtis V. Cooper Primary Health Care, Inc. Pension Plan in GA ($5M, 129 participants).
Which Money Purchase plans cover a similar participant headcount to Santa Fe Institute Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Retirement Trust of Middle District Chapter 13 Offices (Durham) in NC (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850325494.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.