Money Purchase · DOL Form 5500 · 2023
Santa Fe Institute Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $412,518
- Avg per participant High balance/head
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.
- #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.
- #1,145
- in Educational Services (3,735 peers)
- +11.6%
- assets growth YoY
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 2023 · DOL Form 5500
$5,362,733 46th percentile higher than 46% of 127,068 filed plans
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 Money Purchase 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 Money Purchase Plan is a small filing (13 participants) on this national headcount ladder.
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.
EBSA filing schedule strip
Filing strip 850325494 · Santa Fe Institute PY 2023 · Money Purchase
Santa Fe Institute Money Purchase Plan · $5M · 13 · 46th
- IND $5M
- EOY 13
- 5500 46th
- ASSETS Money Purchase
- PCT near Santa Barbara Masonry Local 5 Pension Plan
- EIN ind #1145
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
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 (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.
- 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
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 Santa Barbara Masonry Local 5 Pension Plan in CA ($5M); by covered participants it is Retirement Plan of Cassandra M. Milbury 1940 Trust in PA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.