401(k) · DOL Form 5500 · 2022

Axos Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
1,215
Participants Near avg headcount
90th
Percentile by assets National rank
$53,648
Avg per participant Low balance/head
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Official DOL plan name: Axos Financial, Inc. 401(k) Plan · Sponsored by Axos Financial, Inc. · Nevada · Finance & Insurance

$65M in assets, 1,215 participants

Axos Financial, Inc.'s Axos Financial, Inc. 401(k) Plan reported $65M in total assets and 1,215 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,772 in Finance & Insurance (9,261 peers)

Where Axos Financial, Inc. 401(k) Plan sits by assets

Axos Financial, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $65M for 1,215 participants (~$53,648/participant), down 5.5% in 2022.

#7,772
in Finance & Insurance (9,261 peers)
-5.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Axos Financial, Inc. 401(k) Plan's outsized position by total assets

Axos Financial, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$65,181,745 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Axos Financial, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Axos Financial, Inc. 401(k) Plan lands in the large band (1,215 participants).

Published 5500 schedule card

Filing strip 330867444 · Axos Financial, Inc. PY 2022 · 401(k)

Axos Financial, Inc. 401(k) Plan · $65M · 1,215 · 90th

  • PCT $65M
  • EIN 1,215
  • RANK 90th
  • PHOTO 401(k)
  • IND near 401(k) Savings Plan for Employees of the Dispatch Printing Company and Associated Employers
  • EOY ind #7772

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Nevada →

Axos Financial, Inc. 401(k) Plan in the asset neighbourhood

Axos Financial, Inc. 401(k) PlanAxos Financial, Inc. 401(k) …$65M401(k) Savings Plan for Employees of the Dispatch Printing Company and Associated Employers401(k) Savings Plan for Empl…$65MCcb 401(k) Retirement Plan$65MPioneer Employees 401 (K) PlanPioneer Employees 401 (K) Pl…$65MViega LLC 401(k) Plan$65M
End-of-year total assets ($M) among Axos Financial, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$65M
Net Income-$4M
Employer EIN330867444
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axos Financial, Inc.)

Sponsor-wide plan assets over time

All Axos Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 95.35634401932627% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $65.2M $127M ▲ +95.4%
Year Plans Participants Total Assets
2022 1 1,215 $65M
2023 1 1,403 $93M
2024 1 1,571 $127M

Nearby 401(k) Plans in Nevada

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Axos Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.52 Total assets ($B) Participants Axos Financial, Inc. 401(k) Plan, Total assets ($B): 0.065181745 · Participants: 1215Axos Financial, Inc. 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 1.74979961 · Participants: 29398The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.681748272 · Participants: 41227Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.028962022 · Participants: 6733Barrick Retirement PlanSierra Nevada Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.879465087 · Participants: 4612Sierra Nevada Corporation 401(k) Profit Sharing PlanNv Energy 401(k) Plan, Total assets ($B): 0.876777296 · Participants: 2308Nv Energy 401(k) Plan
Axos Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Axos Financial, Inc. 401(k) Plan side-by-side with 3 peers →

Axos Financial, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is 401(k) Savings Plan for Employees of the Dispatch Printing Company and Associated Employers in OH ($65M); by covered participants it is Rosebud Restaurants, Inc. 401(k) Plan in IL (1,215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,215 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Axos Financial, Inc. 401(k) Plan assets move in 2022? ▼
Axos Financial, Inc. 401(k) Plan pulled back noticeably - down 5.5% during 2022, from $69M to $65M. Reported net income was -$4M.
How have Axos Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axos Financial, Inc.'s sponsor-wide assets grew 95.4%, from $65M to $127M.
Where does Axos Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Axos Financial, Inc. 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Axos Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Savings Plan for Employees of the Dispatch Printing Company and Associated Employers in OH ($65M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Axos Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rosebud Restaurants, Inc. 401(k) Plan in IL (1,215 participants, $788K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330867444.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.