How big is Amity Institute's plan?

Amity Institute's plan reported $145K in assets and 8 participants for 2024.

Original filing (PDF)20250609113735NAL0010954323001

Amity Institute

Name: Amity Institute — Amity Institute 403(b) DC Plan, Form 5500 (2024)
Creator: Amity Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Amity Institute 403(b) DC Plan

403(b) retirement plan · Amity Institute's Amity Institute 403(b) DC Plan held $145K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$145K

Net assets (EOY)

$145K

People on this filing

James Price signed Amity Institute's 2024 Form 5500 as plan administrator.

James Price — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Amity Institute's EIN is 39-1038914.

EIN 39-1038914

Plan number 002

Plan year 2024

ACK ID 20250609113735NAL0010954323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Amity Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Amity Institute's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMITY INSTITUTE.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

AMITY INSTITUTE

EIN

all filings

Address

2727 CAMINO DEL RIO S, SUITE 137 · SAN DIEGO, CA · 92108

Phone

(619) 222-7000

Industry

Educational Services

Plan administrator