Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMITY INSTITUTE
EIN 39-1038914higher educationLatest filing 2025
Plans
2
Retirement
2
$654K assets
Welfare
0
Participants
31
2727 CAMINO DEL RIO S, SUITE 137 - SAN DIEGO, CA 92108619-222-7000amity.orgLinkedIn11-50 employeeshigher education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $654K assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AMITY INSTITUTE 403 (B) TAX DEFERRED ANNUITY PLAN
403b
Assets$465K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AMITY INSTITUTE 403(B) DC PLAN
403b
Assets$189K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMITY INSTITUTE 403 (B) TAX DEFERRED ANNUITY PLAN | 403b | $465K | 18 | 2025 | |
| 002 | AMITY INSTITUTE 403(B) DC PLAN | 403b | $189K | 13 | 2025 |
Retirement plans