Money Purchase · DOL Form 5500 · 2023
Santa Fe Institute Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 13
- Participants
- 46th
- Percentile by assets
- $412,518
- 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 2023 DOL Form 5500 filing, ranking in the 46th 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.
- 46th percentile by assets (of 127,072 plans)
- #1,145 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 Money Purchase Plan at $5M / 13 participants.
- $5M
- total plan assets (2023 EOY)
- 13
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $412,518
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Santa Fe Institute Money Purchase Plan reported net income rose from -$880K in the plan year 2022 filing to $557K in the plan year 2023 filing.
- Santa Fe Institute Money Purchase Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
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 (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $557K |
| 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 Lu 286 Money Purchase Plan $169M · 3,203
- Money Purchase Plan Qrp Keogh $3M · 1
- La Mesa Farms Money Purchase Pension Plan and Trus $2M · 1
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 2023? ▼
How have Santa Fe Institute plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Santa Fe Institute Money Purchase Plan? ▼
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 in the lower half of filed plans 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