Civic Intelligence

Santa Fe Institute

Plan context: Santa Fe Institute Tax-Deferred Annuity 403B Plan

EIN 85-0325494 • Santa Fe, NM • 47 filings • 11 plans

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1399 Hyde Park RoadSanta Fe, NM 87501-8943
Current Snapshot

Latest Year

2024

2024 Participants

77

2024 Assets

$18,184,757

2024 Contributions

$925,507

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$20,357,446$10,178,723$0199920142024YearValue
$18,184,757Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

122610199920122024YearValue
77Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024277$18,184,757$925,507$12,020iApproximate average salary by contribution assumption: employee only about $300,489 at 4% or $200,326 at 6%; with 50% employer match about $200,326 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-77$12,333,937$925,507$12,020iApproximate average salary by contribution assumption: employee only about $300,489 at 4% or $200,326 at 6%; with 50% employer match about $200,326 at 4% or $133,551 at 6%; with 100% employer match about $150,245 at 4% or $100,163 at 6%.
Santa Fe Institute Qualified Retirement Plan-11$5,850,820--
2023275$15,744,202$870,948$11,613iApproximate average salary by contribution assumption: employee only about $290,316 at 4% or $193,544 at 6%; with 50% employer match about $193,544 at 4% or $129,029 at 6%; with 100% employer match about $145,158 at 4% or $96,772 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-75$10,381,469$870,948$11,613iApproximate average salary by contribution assumption: employee only about $290,316 at 4% or $193,544 at 6%; with 50% employer match about $193,544 at 4% or $129,029 at 6%; with 100% employer match about $145,158 at 4% or $96,772 at 6%.
Santa Fe Institute Qualified Retirement Plan-11$5,362,733--
2022293$12,998,935$775,443$8,338iApproximate average salary by contribution assumption: employee only about $208,452 at 4% or $138,968 at 6%; with 50% employer match about $138,968 at 4% or $92,646 at 6%; with 100% employer match about $104,226 at 4% or $69,484 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-93$8,193,144$775,443$8,338iApproximate average salary by contribution assumption: employee only about $208,452 at 4% or $138,968 at 6%; with 50% employer match about $138,968 at 4% or $92,646 at 6%; with 100% employer match about $104,226 at 4% or $69,484 at 6%.
Santa Fe Institute Qualified Retirement Plan-13$4,805,791--
2021272$14,919,866$716,618$9,953iApproximate average salary by contribution assumption: employee only about $248,826 at 4% or $165,884 at 6%; with 50% employer match about $165,884 at 4% or $110,589 at 6%; with 100% employer match about $124,413 at 4% or $82,942 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-72$9,233,608$716,618$9,953iApproximate average salary by contribution assumption: employee only about $248,826 at 4% or $165,884 at 6%; with 50% employer match about $165,884 at 4% or $110,589 at 6%; with 100% employer match about $124,413 at 4% or $82,942 at 6%.
Santa Fe Institute Qualified Retirement Plan-13$5,686,258--
2020364$20,357,446$1,171,896$18,311iApproximate average salary by contribution assumption: employee only about $457,772 at 4% or $305,181 at 6%; with 50% employer match about $305,181 at 4% or $203,454 at 6%; with 100% employer match about $228,886 at 4% or $152,591 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-64$7,603,694$585,948$9,155iApproximate average salary by contribution assumption: employee only about $228,886 at 4% or $152,591 at 6%; with 50% employer match about $152,591 at 4% or $101,727 at 6%; with 100% employer match about $114,443 at 4% or $76,295 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-64$7,603,694$585,948$9,155iApproximate average salary by contribution assumption: employee only about $228,886 at 4% or $152,591 at 6%; with 50% employer match about $152,591 at 4% or $101,727 at 6%; with 100% employer match about $114,443 at 4% or $76,295 at 6%.
Santa Fe Institute Qualified Retirement Plan-13$5,150,058--
20192122$11,063,212$578,398$4,741iApproximate average salary by contribution assumption: employee only about $118,524 at 4% or $79,016 at 6%; with 50% employer match about $79,016 at 4% or $52,677 at 6%; with 100% employer match about $59,262 at 4% or $39,508 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-122$6,263,682$578,398$4,741iApproximate average salary by contribution assumption: employee only about $118,524 at 4% or $79,016 at 6%; with 50% employer match about $79,016 at 4% or $52,677 at 6%; with 100% employer match about $59,262 at 4% or $39,508 at 6%.
Santa Fe Institute Qualified Retirement Plan-12$4,799,530--
20182110$9,681,769$479,807$4,362iApproximate average salary by contribution assumption: employee only about $109,047 at 4% or $72,698 at 6%; with 50% employer match about $72,698 at 4% or $48,465 at 6%; with 100% employer match about $54,524 at 4% or $36,349 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-110$5,184,320$479,807$4,362iApproximate average salary by contribution assumption: employee only about $109,047 at 4% or $72,698 at 6%; with 50% employer match about $72,698 at 4% or $48,465 at 6%; with 100% employer match about $54,524 at 4% or $36,349 at 6%.
Santa Fe Institute Qualified Retirement Plan-13$4,497,449--
2017257$9,997,012$806,316$14,146iApproximate average salary by contribution assumption: employee only about $353,647 at 4% or $235,765 at 6%; with 50% employer match about $235,765 at 4% or $157,177 at 6%; with 100% employer match about $176,824 at 4% or $117,882 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-57$5,195,029$806,316$14,146iApproximate average salary by contribution assumption: employee only about $353,647 at 4% or $235,765 at 6%; with 50% employer match about $235,765 at 4% or $157,177 at 6%; with 100% employer match about $176,824 at 4% or $117,882 at 6%.
Santa Fe Institute Qualified Retirement Plan-14$4,801,983--
2016252$8,138,291$554,989$10,673iApproximate average salary by contribution assumption: employee only about $266,822 at 4% or $177,881 at 6%; with 50% employer match about $177,881 at 4% or $118,587 at 6%; with 100% employer match about $133,411 at 4% or $88,941 at 6%.
Santa Fe Institute Qualified Retirement Plan-18$4,320,398--
Santa Fe Institute Tax-Deferred Annuity 403B Plan-52$3,817,893$554,989$10,673iApproximate average salary by contribution assumption: employee only about $266,822 at 4% or $177,881 at 6%; with 50% employer match about $177,881 at 4% or $118,587 at 6%; with 100% employer match about $133,411 at 4% or $88,941 at 6%.
2015255$7,420,596$591,092$10,747iApproximate average salary by contribution assumption: employee only about $268,678 at 4% or $179,119 at 6%; with 50% employer match about $179,119 at 4% or $119,413 at 6%; with 100% employer match about $134,339 at 4% or $89,559 at 6%.
Santa Fe Institute Qualified Retirement Plan-22$4,217,693--
Santa Fe Institute Tax-Deferred Annuity 403B Plan-55$3,202,903$591,092$10,747iApproximate average salary by contribution assumption: employee only about $268,678 at 4% or $179,119 at 6%; with 50% employer match about $179,119 at 4% or $119,413 at 6%; with 100% employer match about $134,339 at 4% or $89,559 at 6%.
2014247$7,415,623$507,185$10,791iApproximate average salary by contribution assumption: employee only about $269,779 at 4% or $179,853 at 6%; with 50% employer match about $179,853 at 4% or $119,902 at 6%; with 100% employer match about $134,890 at 4% or $89,926 at 6%.
Santa Fe Institute Qualified Retirement Plan-24$4,674,998--
Santa Fe Institute Tax-Deferred Annuity 403B Plan-47$2,740,625$507,185$10,791iApproximate average salary by contribution assumption: employee only about $269,779 at 4% or $179,853 at 6%; with 50% employer match about $179,853 at 4% or $119,902 at 6%; with 100% employer match about $134,890 at 4% or $89,926 at 6%.
2013246$6,613,698$449,573$9,773iApproximate average salary by contribution assumption: employee only about $244,333 at 4% or $162,889 at 6%; with 50% employer match about $162,889 at 4% or $108,593 at 6%; with 100% employer match about $122,167 at 4% or $81,444 at 6%.
Santa Fe Institute Qualified Retirement Plan-24$4,493,808--
Santa Fe Institute Tax-Deferred Annuity 403B Plan-46$2,119,890$449,573$9,773iApproximate average salary by contribution assumption: employee only about $244,333 at 4% or $162,889 at 6%; with 50% employer match about $162,889 at 4% or $108,593 at 6%; with 100% employer match about $122,167 at 4% or $81,444 at 6%.
2012237$5,460,619$204,706$5,533iApproximate average salary by contribution assumption: employee only about $138,315 at 4% or $92,210 at 6%; with 50% employer match about $92,210 at 4% or $61,473 at 6%; with 100% employer match about $69,157 at 4% or $46,105 at 6%.
Santa Fe Institute Qualified Retirement Plan-27$4,073,122--
Santa Fe Institute Tax-Deferred Annuity 403B Plan-37$1,387,497$204,706$5,533iApproximate average salary by contribution assumption: employee only about $138,315 at 4% or $92,210 at 6%; with 50% employer match about $92,210 at 4% or $61,473 at 6%; with 100% employer match about $69,157 at 4% or $46,105 at 6%.
2011246$4,902,590$683,590$14,861iApproximate average salary by contribution assumption: employee only about $371,516 at 4% or $247,678 at 6%; with 50% employer match about $247,678 at 4% or $165,118 at 6%; with 100% employer match about $185,758 at 4% or $123,839 at 6%.
Santa Fe Institute Qualified Retirement Plan-46$3,831,981--
Santa Fe Institute Tax-Deferred Annuity 403B Plan-41$1,070,609$683,590$16,673iApproximate average salary by contribution assumption: employee only about $416,823 at 4% or $277,882 at 6%; with 50% employer match about $277,882 at 4% or $185,255 at 6%; with 100% employer match about $208,412 at 4% or $138,941 at 6%.
2010252$4,240,708$348,335$6,699iApproximate average salary by contribution assumption: employee only about $167,469 at 4% or $111,646 at 6%; with 50% employer match about $111,646 at 4% or $74,431 at 6%; with 100% employer match about $83,734 at 4% or $55,823 at 6%.
Santa Fe Institute Qualified Retirement Plan-52$3,868,262$11,495$221iApproximate average salary by contribution assumption: employee only about $5,526 at 4% or $3,684 at 6%; with 50% employer match about $3,684 at 4% or $2,456 at 6%; with 100% employer match about $2,763 at 4% or $1,842 at 6%.
Santa Fe Institute Tax-Deferred Annuity 403B Plan-42$372,446$336,840$8,020iApproximate average salary by contribution assumption: employee only about $200,500 at 4% or $133,667 at 6%; with 50% employer match about $133,667 at 4% or $89,111 at 6%; with 100% employer match about $100,250 at 4% or $66,833 at 6%.
2009155$3,638,881$22,928$417iApproximate average salary by contribution assumption: employee only about $10,422 at 4% or $6,948 at 6%; with 50% employer match about $6,948 at 4% or $4,632 at 6%; with 100% employer match about $5,211 at 4% or $3,474 at 6%.
Santa Fe Institute Qualified Retirement Plan-55$3,638,881$22,928$417iApproximate average salary by contribution assumption: employee only about $10,422 at 4% or $6,948 at 6%; with 50% employer match about $6,948 at 4% or $4,632 at 6%; with 100% employer match about $5,211 at 4% or $3,474 at 6%.
2008147$2,245,803$273,217$5,813iApproximate average salary by contribution assumption: employee only about $145,328 at 4% or $96,885 at 6%; with 50% employer match about $96,885 at 4% or $64,590 at 6%; with 100% employer match about $72,664 at 4% or $48,443 at 6%.
Santa Fe Institute Qualified Retirement Plan-47$2,245,803$273,217$5,813iApproximate average salary by contribution assumption: employee only about $145,328 at 4% or $96,885 at 6%; with 50% employer match about $96,885 at 4% or $64,590 at 6%; with 100% employer match about $72,664 at 4% or $48,443 at 6%.
2007148$2,852,028$251,131$5,232iApproximate average salary by contribution assumption: employee only about $130,797 at 4% or $87,198 at 6%; with 50% employer match about $87,198 at 4% or $58,132 at 6%; with 100% employer match about $65,399 at 4% or $43,599 at 6%.
Santa Fe Institute Qualified Retirement Plan-48$2,852,028$251,131$5,232iApproximate average salary by contribution assumption: employee only about $130,797 at 4% or $87,198 at 6%; with 50% employer match about $87,198 at 4% or $58,132 at 6%; with 100% employer match about $65,399 at 4% or $43,599 at 6%.
2006143$2,563,332$219,835$5,112iApproximate average salary by contribution assumption: employee only about $127,811 at 4% or $85,207 at 6%; with 50% employer match about $85,207 at 4% or $56,805 at 6%; with 100% employer match about $63,906 at 4% or $42,604 at 6%.
Santa Fe Institute Qualified Retirement Plan-43$2,563,332$219,835$5,112iApproximate average salary by contribution assumption: employee only about $127,811 at 4% or $85,207 at 6%; with 50% employer match about $85,207 at 4% or $56,805 at 6%; with 100% employer match about $63,906 at 4% or $42,604 at 6%.
2005140$821,263$185,443$4,636iApproximate average salary by contribution assumption: employee only about $115,902 at 4% or $77,268 at 6%; with 50% employer match about $77,268 at 4% or $51,512 at 6%; with 100% employer match about $57,951 at 4% or $38,634 at 6%.
Santa Fe Institute Qualified Retirement Plan-40$821,263$185,443$4,636iApproximate average salary by contribution assumption: employee only about $115,902 at 4% or $77,268 at 6%; with 50% employer match about $77,268 at 4% or $51,512 at 6%; with 100% employer match about $57,951 at 4% or $38,634 at 6%.
2004248$948,403$259,029$5,396iApproximate average salary by contribution assumption: employee only about $134,911 at 4% or $89,941 at 6%; with 50% employer match about $89,941 at 4% or $59,960 at 6%; with 100% employer match about $67,455 at 4% or $44,970 at 6%.
Santa Fe Institute Qualified Retirement Plan-48$948,403$259,029$5,396iApproximate average salary by contribution assumption: employee only about $134,911 at 4% or $89,941 at 6%; with 50% employer match about $89,941 at 4% or $59,960 at 6%; with 100% employer match about $67,455 at 4% or $44,970 at 6%.
457B DEFERRED COMPENSATION PLAN OF THE SANTA FE INSTITUTE-0---
2003243$0$0-
Santa Fe Institute Defined Contribution Money Purchase Retirement Plan-0---
Santa Fe Institute Qualified Retirement Plan-43---
2002235$0$0-
Santa Fe Institute Defined Contribution Money Purchase Retirement Plan-0---
Santa Fe Institute Qualified Retirement Plan-35---
2001232$0$0-
Santa Fe Institute Defined Contribution Money Purchase Retirement Plan-0---
Santa Fe Institute Qualified Retirement Plan-32---
200010$0$0-
Santa Fe Institute Defined Contribution Money Purchase Retirement Plan-0---
1999240$842,214$155,135$3,878iApproximate average salary by contribution assumption: employee only about $96,959 at 4% or $64,640 at 6%; with 50% employer match about $64,640 at 4% or $43,093 at 6%; with 100% employer match about $48,480 at 4% or $32,320 at 6%.
Santa Fe Institute Qualified Retirement Plan-40$842,214$155,135$3,878iApproximate average salary by contribution assumption: employee only about $96,959 at 4% or $64,640 at 6%; with 50% employer match about $64,640 at 4% or $43,093 at 6%; with 100% employer match about $48,480 at 4% or $32,320 at 6%.
Santa Fe Institute Defined Contribution Money Purchase Retirement Plan-0---