AMPERITY 401(K) PLAN

EIN: 810890699

Plan Overview & Key Metrics

AMPERITY 401(K) PLAN is a defined contribution retirement plan offered by AMPERITY, INC.. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

AMPERITY 401(K) PLAN Total Retirement Plan Assets

At the end of 2024, the total retirement plan assets of AMPERITY 401(K) PLAN is $26,395,294.00. This plan was established in 2016.

AMPERITY 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2024, the total number of retirement plan participants in AMPERITY 401(K) PLAN is 465.

AMPERITY 401(K) PLAN Average Participant Retirement Account Value

In 2024, the average participant retirement account value for AMPERITY 401(K) PLAN is $56,764.00

AMPERITY 401(K) PLAN Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for AMPERITY 401(K) PLAN is $13,867.00.

AMPERITY 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2024, the total retirement plan asset growth rate of AMPERITY 401(K) PLAN is 37.65%.

AMPERITY 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2024, the estimated aggregate retirement account investment gain/loss for AMPERITY 401(K) PLAN is 16.08%. This measures the effectiveness of the plan participants’ investments in the year.

AMPERITY 401(K) PLAN Expense Ratio

In 2024, the investment and administrative expense ratio of AMPERITY 401(K) PLAN is 0.07%.

*Data from public filings (2024) 810890699-001 (old).

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

AMPERITY 401(K) PLAN Contact Info:

Reach the plan administrator by phone:

  • Plan phone: (206) 432-8302

Please log in to view the contact name and other detailed contact information.

Enrollment & Brokerage Features

The following features describe how AMPERITY 401(K) PLAN handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

AMPERITY 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of AMPERITY 401(K) PLAN:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

Get Key Insights for This Plan

Join our community and get data-driven insights about AMPERITY 401(K) PLAN. See how it compares to peer companies in fees, match generosity, and investment quality in its MyPlanIQ plan rating.

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Keep researching AMPERITY 401(K) PLAN

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Money headlines from this plan

These filing-based headlines surface the numbers most likely to affect a participant decision. Verify current plan documents before acting.

  • Average plan assets per reported participant: $56,764
    Based on the 2024 public filing. This is a plan-wide average, not a personal retirement target. Calculate a personal retirement target.
  • Employee contributions per reported participant: $10,304
    Based on the 2024 public filing. Individual contribution rates vary with pay, eligibility, and participation. Model a contribution increase.
  • Reported administrative expenses as a share of assets: 0.07%
    Based on the 2024 public filing. This plan-level administrative ratio does not replace current fund expense ratios or participant fee disclosures. Estimate the long-term impact of fees.

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