401(k) · DOL Form 5500 · 2022

Appfolio, Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,605
Participants Near avg headcount
92nd
Percentile by assets National rank
$51,360
Avg per participant Low balance/head
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Official DOL plan name: Appfolio, Inc. 401(k) Plan · Sponsored by Appfolio, Inc. · California · Professional & Technical Services

$82M in assets, 1,605 participants

Appfolio, Inc.'s Appfolio, Inc. 401(k) Plan reported $82M in total assets and 1,605 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,013 in Professional & Technical Services (21,562 peers)

Coverage in California

Appfolio, Inc. 401(k) Plan covers 1,605 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $82M.

#20,013
in Professional & Technical Services (21,562 peers)
+2.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

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

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

$82,432,202 Top 8% higher than 92% 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

Appfolio, 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. Appfolio, Inc. 401(k) Plan lands in the large band (1,605 participants).

Form 5500 schedule snapshot

Filing strip 260359894 · Appfolio, Inc. PY 2022 · 401(k)

Appfolio, Inc. 401(k) Plan · $82M · 1,605 · 92nd

  • RANK $82M
  • RANK 1,605
  • RANK 92nd
  • RANK 401(k)
  • RANK near Ping Identity Corporation 401(k) Plan
  • RANK ind #20013

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 Professional & Technical Services retirement plans → · Plans in California →

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

Ep Energy 401(k) Retirement PlanEp Energy 401(k) Retirement …$82MTeam Industries 401(k) Plan$82MPing Identity Corporation 401(k) PlanPing Identity Corporation 40…$82MAppfolio, Inc. 401(k) Plan$82MSid Dillon 401(k) Plan$82M
End-of-year total assets ($M) among Appfolio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$82M
Net Income$2M
Employer EIN260359894
Plan Effective Date2007-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appfolio, Inc.)

Sponsor-wide plan assets over time

All Appfolio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$153M 85.51636652870197% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $82.4M $153M ▲ +85.5%
Year Plans Participants Total Assets
2022 1 1,605 $82M
2023 1 1,772 $122M
2024 1 1,521 $153M

Nearby 401(k) Plans in California

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

Appfolio, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Appfolio, Inc. 401(k) Plan, Total assets ($B): 0.082432202 · Participants: 1605Appfolio, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Appfolio, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Appfolio, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ping Identity Corporation 401(k) Plan in CO ($82M); by covered participants it is Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) in OH (1,605 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,605 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 Appfolio, Inc. 401(k) Plan assets move in 2022? ▼
Appfolio, Inc. 401(k) Plan edged up modestly - up 2.6% during 2022, from $80M to $82M. Reported net income was $2M.
How have Appfolio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appfolio, Inc.'s sponsor-wide assets grew 85.5%, from $82M to $153M.
Where does Appfolio, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Appfolio, Inc. 401(k) Plan ranks in the 92nd 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 Appfolio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ping Identity Corporation 401(k) Plan in CO ($82M, 821 participants).
Which 401(k) plans cover a similar participant headcount to Appfolio, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) in OH (1,605 participants, $99M 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 260359894.

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.