Other · DOL Form 5500 · 2023

Santa Fe Institute Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
75
Participants Small participant base
59th
Percentile by assets National rank
$138,420
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Fe Institute 403(b) Retirement Plan · Sponsored by Santa Fe Institute · New Mexico · Educational Services

$10M in assets, 75 participants

Santa Fe Institute's Santa Fe Institute 403(b) Retirement Plan reported $10M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,592 in Educational Services (3,735 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 $10M / 75 participants.

#1,592
in Educational Services (3,735 peers)
+26.7%
assets growth YoY

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 2023 · DOL Form 5500

$10,381,469 Top 41% higher than 59% of 127,068 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 2023

Santa Fe Institute 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 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 (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Fe Institute 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Santa Fe Institute 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Santa Fe Institute 403(b) Retirement Plan reported participants rose from 71 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850325494 · Santa Fe Institute PY 2023 · Other

Santa Fe Institute 403(b) Retirement Plan · $10M · 75 · 59th

  • EOY $10M
  • 5500 75
  • ASSETS 59th
  • PCT Other
  • EIN near St. Charles Health Council, Inc. 403b Retirement Plan
  • RANK ind #1592

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

United Medical Center 403(b) PlanUnited Medical Center 403(b)…$10MSanta Fe Institute 403(b) Retirement PlanSanta Fe Institute 403(b) Re…$10MSt. Charles Health Council, Inc. 403b Retirement PlanSt. Charles Health Council, …$10MCommunity Services for Autistic Adults and Children 403(b) PlanCommunity Services for Autis…$10MTeaching Matters Inc. Defined Contribution Retirement PlanTeaching Matters Inc. Define…$10M
End-of-year total assets ($M) among Santa Fe Institute 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN850325494
Plan Effective Date2010-06-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Mexico

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

Santa Fe Institute 403(b) Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Santa Fe Institute 403(b) Retirement Plan, Total assets ($M): 10.381469 · Participants: 75Santa Fe Institute 403(b) Retirement PlanPresbyterian Healthcare Services 403(b) Plan, Total assets ($M): 865.148227 · Participants: 11387Presbyterian Healthcare Services 403(b) PlanSan Juan Regional Medical Center 403(b) Plan, Total assets ($M): 131.12294 · Participants: 1887San Juan Regional Medical Center 403(b) PlanLovelace Biomedical Research Institute Tda and DC Plan, Total assets ($M): 111.015324 · Participants: 419Lovelace Biomedical Research Institute Tda and DC PlanAlbuquerque Academy Retirement Plan, Total assets ($M): 80.154887 · Participants: 281Albuquerque Academy Retirement PlanFirst Choice Community Healthcare 403(b) Plan, Total assets ($M): 30.925279 · Participants: 433First Choice Community Healthcare 403(b) Plan
Santa Fe Institute 403(b) Retirement Plan vs. nearby Other plans in New Mexico, assets vs. participants
Compare Santa Fe Institute 403(b) Retirement Plan side-by-side with 3 peers →

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 St. Charles Health Council, Inc. 403b Retirement Plan in VA ($10M); by covered participants it is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Santa Fe Institute 403(b) Retirement Plan assets move in 2023? ▼
Santa Fe Institute 403(b) Retirement Plan grew sharply - up 26.7% during 2023, from $8M to $10M. Reported net income was $2M.
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 Other plans are similar in size to Santa Fe Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Charles Health Council, Inc. 403b Retirement Plan in VA ($10M, 188 participants).
Which Other plans cover a similar participant headcount to Santa Fe Institute 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Mulherin Lumber Company Stock Bonus Plan & Trust in GA (75 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.