Money Purchase · DOL Form 5500 · 2024

Santa Fe Institute Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
11
Participants Small participant base
45th
Percentile by assets National rank
$531,893
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

$6M in assets, 11 participants

Santa Fe Institute's Santa Fe Institute Money Purchase Plan reported $6M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #1,056 in Educational Services (3,638 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 $6M / 11 participants.

#1,056
in Educational Services (3,638 peers)
+9.1%
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 2024 · DOL Form 5500

$5,850,820 45th percentile higher than 45% of 123,620 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 2024

Santa Fe Institute Money Purchase Plan among smaller filed plans by headcount

Plan-year 2024 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 (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Santa Fe Institute Money Purchase Plan reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • Santa Fe Institute Money Purchase Plan reported net income fell from $557K in the plan year 2023 filing to $488K in the plan year 2024 filing.
  • Santa Fe Institute Money Purchase Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 850325494 · Santa Fe Institute PY 2024 · Money Purchase

Santa Fe Institute Money Purchase Plan · $6M · 11 · 45th

  • EIN $6M
  • RANK 11
  • PHOTO 45th
  • IND Money Purchase
  • EOY near Swank Enterprises Inc Davis-Bacon Pension Plan and Trust
  • 5500 ind #1056

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

Blair Senior Services, Inc. Money Purchase PlanBlair Senior Services, Inc. …$6MPolice Athletic League, Inc. Money Purchase PlanPolice Athletic League, Inc.…$6MSwank Enterprises Inc Davis-Bacon Pension Plan and TrustSwank Enterprises Inc Davis-…$6MCreston Medical Clinic Pension Plan 001 and Profit Sharing 200Creston Medical Clinic Pensi…$6MSanta Fe Institute Money Purchase PlanSanta Fe Institute Money Pur…$6M
End-of-year total assets ($M) among Santa Fe Institute Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$488K
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 -50050100150200250 Total assets ($M) Participants Santa Fe Institute Money Purchase Plan, Total assets ($M): 5.85082 · Participants: 11Santa Fe Institute Money Purchase PlanPlumbers & Pipefitters Lu 286 Money Purchase Plan, Total assets ($M): 197.104795 · Participants: 3663Plumbers & Pipefitters Lu 286 Money Purchase PlanNm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust Fund, Total assets ($M): 13.447617 · Participants: 190Nm State Conference of the Operative Plasterers' & Cement Masons' Pension Trust FundMoney Purchase Plan Qrp Keogh, Total assets ($M): 3.076476 · Participants: 1Money Purchase Plan Qrp KeoghLa Mesa Farms Money Purchase Pension Plan and Trus, Total assets ($M): 1.993618 · Participants: 1La Mesa Farms Money Purchase Pension Plan and Trus
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 Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT ($6M); by covered participants it is Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Santa Fe Institute Money Purchase Plan grew at a solid clip - up 9.1% during 2024, from $5M to $6M. Reported net income was $488K.
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 Swank Enterprises Inc Davis-Bacon Pension Plan and Trust in MT ($6M, 137 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 Curtis Lumber & Plywood Terminal, Inc Money Purchase Pension Plan in VA (11 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.