Money Purchase · DOL Form 5500 · 2022
Santa Fe Institute Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 13
- Participants
- 50th
- Percentile by assets
- $369,676
- Avg per participant
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.
- 50th percentile by assets (of 139,126 plans)
- #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.
- $5M
- total plan assets (2022 EOY)
- 13
- covered participants
- 50th
- percentile by assets (of 139,126 plans)
- $369,676
- avg assets per participant
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 across 3 plan years on file
Across the 3 plan years Santa Fe Institute has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $18M, a gain of 39.9%, while reported participants moved from 84 to 81 (-3.6%). Peak year by sponsor assets: 2024 ($18M); trough: 2022 ($13M).
Santa Fe Institute multi-year asset trail
| 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 EIN | 850325494 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING 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
- Plumbers & Pipefitters Local Union No. 286 Money Purchase Plan $139M · 3,155
- Money Purchase Plan Qrp Keogh $2M · 1
- La Mesa Farms Money Purchase Pension Plan and Trust $1M · 1
- Ansonics Profit Sharing Plan $492K · 3
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Santa Fe Institute Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Santa Fe Institute Money Purchase Plan assets move in 2022? ▼
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Next read for Santa Fe Institute Money Purchase Plan
Multi-year trail
Ways to act on Santa Fe Institute Money Purchase Plan's numbers.
- By total assets, Santa Fe Institute Money Purchase Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New Mexico. Compare plans
- Santa Fe Institute's sponsor-wide assets have grown 39.9% since 2022 across 3 plan years on file. More Educational Services plans