Santa Fe, NM Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Santa Fe, NM has 47 loaded benefit plan(s) reported by 38 plan sponsor(s), with $361,475,772 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 47
- Plan sponsors
- 38
- Total reported assets (EOY)
- $361,475,772
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Thornburg Investment Management, Incorporated 401(K) Plan | Thornburg Investment Management, Incorporated | $145,174,845 | 2023 |
| Presbyterian Medical Services Discretionary Contribution Plan | Presbyterian Medical Services | $34,609,608 | 2023 |
| Century Bank 401(K) Plan | Century Bank | $23,251,323 | 2023 |
| State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust | State Employees Credit Union Of New Mexico | $21,546,603 | 2023 |
| Santa Fe Preparatory School Dc Retirement Plan | Santa Fe Preparatory School | $16,323,015 | 2023 |
| Pueblo Of Pojoaque 401(K) Plan | Pueblo Of Pojoaque | $14,228,783 | 2023 |
| Meow Wolf 401(K) Plan | Meow Wolf, Inc. | $11,091,505 | 2023 |
| Sommer Udall Law Firm 401(K) Profit Sharing Plan | Sommer Udall Law Firm, P.A. | $10,467,514 | 2023 |
| Santa Fe Institute 403(B) Retirement Plan | Santa Fe Institute | $10,381,469 | 2023 |
| La Familia Medical Center 403(B) Tax Deferred Retirement Plan | La Familia Medical Center | $10,280,875 | 2023 |
| Homewise 403(B) Pension Plan | Homewise, Inc | $8,762,647 | 2023 |
| The Santa Fe Opera'S Retirement Plan | The Santa Fe Opera | $8,146,528 | 2023 |
| Southwest Care Center 401(K) Profit Sharing Plan | Southwest Care Center | $6,482,057 | 2023 |
| New Mexican/Taos News 401(K) Plan | The New Mexican, Inc. | $5,391,126 | 2023 |
| Santa Fe Institute Money Purchase Plan | Santa Fe Institute | $5,362,733 | 2023 |
| La Fonda Hotel 401(K) Profit Sharing Plan | Lfh Management, LLC | $4,892,304 | 2023 |
| Baywa R E Solar Systems LLC 401(K) Profit Sharing Plan & Trust | Baywa R E Solar Systems LLC | $4,764,108 | 2023 |
| Jurgens & With, P.A. Profit Sharing Plan | Jurgens & With, P.A. | $3,657,201 | 2023 |
| Sftc LLC 401(K) Profit Sharing Plan And Trust | Sftc LLC Dba Santa Fe Tortilla Company | $1,914,249 | 2023 |
| Perro Grande Management Corp. 401(K) Plan | Perro Grande Management Corp. | $1,582,608 | 2023 |
| New Vistas 403(B) Plan | New Vistas | $1,532,585 | 2023 |
| Hurlocker Properties, Inc. Defined Benefit Pension Plan | Hurlocker Properties, Inc. | $1,460,798 | 2023 |
| Los Brazos Construction Company 401(K) Plan | Los Brazos Construction Company | $1,359,478 | 2023 |
| Growing Up New Mexico, Inc. 403(B)(7) Plan | Growing Up New Mexico, Inc. | $1,349,016 | 2023 |
| Air Conditioning & Heating Service Company Employee Stock Ownership Plan | Air Conditioning & Heating Service Co | $1,286,837 | 2023 |
Largest plans in Santa Fe → · Santa Fe plans with financial data → · $1B+ plans in Santa Fe → · Providers by reported compensation →
Related Form 5500 pages
- All NM Form 5500 filings
- Thornburg Investment Management, Incorporated 401(K) Plan (plan 002)
- Thornburg Investment Management, Incorporated — all reported plans
- Presbyterian Medical Services Discretionary Contribution Plan (plan 001)
- Presbyterian Medical Services — all reported plans
- Century Bank 401(K) Plan (plan 001)
- Century Bank — all reported plans
- State Employees Credit Union Of New Mexico Cash Balance Defined Benefit Plan And Trust (plan 001)
- State Employees Credit Union Of New Mexico — all reported plans
- Santa Fe Preparatory School Dc Retirement Plan (plan 001)
- Santa Fe Preparatory School — all reported plans
- Pueblo Of Pojoaque 401(K) Plan (plan 004)
- Pueblo Of Pojoaque — all reported plans
- Meow Wolf 401(K) Plan (plan 001)
- Meow Wolf, Inc. — all reported plans
- Sommer Udall Law Firm 401(K) Profit Sharing Plan (plan 001)
- Sommer Udall Law Firm, P.A. — all reported plans
- Santa Fe Institute 403(B) Retirement Plan (plan 003)
- Santa Fe Institute — all reported plans
- La Familia Medical Center 403(B) Tax Deferred Retirement Plan (plan 001)
- La Familia Medical Center — all reported plans
- Homewise 403(B) Pension Plan (plan 003)
- Homewise, Inc — all reported plans
- The Santa Fe Opera'S Retirement Plan (plan 002)
- The Santa Fe Opera — all reported plans
- Southwest Care Center 401(K) Profit Sharing Plan (plan 001)
- Southwest Care Center — all reported plans
- New Mexican/Taos News 401(K) Plan (plan 001)
- The New Mexican, Inc. — all reported plans
- Santa Fe Institute Money Purchase Plan (plan 002)
- Methodology
- Data sources