401(k) · DOL Form 5500 · 2022

Appfolio, Inc. 401(k) Plan

Data updated 2026-08-11

$82M
Total assets
1,605
Participants
92nd
Percentile by assets
$51,360
Avg per participant
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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.

  • 92nd percentile by assets (of 139,126 plans)
  • #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.

$82M
total plan assets (2022 EOY)
1,605
covered participants
92nd
percentile by assets (of 139,126 plans)
$51,360
avg assets per participant

Where Appfolio, Inc. 401(k) Plan sits 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 $2,010,000,000 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

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Appfolio, Inc. 401(k) Plan reports 1,605 participants - 2.5x that state average ($82M EOY assets).

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.)

$50M$100M$150M$200M 202220232024 $82.4M $153M ▲ +85.5%
Total plan assets by year, all Appfolio, Inc. plans on file
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 ($B) Participants Appfolio, Inc. 401(k…, Total assets ($B): 0.082432202 · Participants: 1605Appfolio, Inc. 401(k…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Appfolio, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Appfolio, Inc. 401(k) Plan

Filing takeaways

Ways to act on Appfolio, Inc. 401(k) Plan's numbers.

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.