401(k) · DOL Form 5500 · 2022

Affirm, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,431
Participants Near avg headcount
91st
Percentile by assets National rank
$54,263
Avg per participant Low balance/head
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Official DOL plan name: Affirm, Inc. 401(k) Plan · Sponsored by Affirm, Inc. · California · Finance & Insurance

$78M in assets, 1,431 participants

Affirm, Inc.'s Affirm, Inc. 401(k) Plan reported $78M in total assets and 1,431 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,953 in Finance & Insurance (9,261 peers)

Coverage in California

Affirm, Inc. 401(k) Plan covers 1,431 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $78M.

#7,953
in Finance & Insurance (9,261 peers)
+41.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

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

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

$77,650,439 Top 9% higher than 91% 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

Affirm, 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. Affirm, Inc. 401(k) Plan lands in the large band (1,431 participants).

Form 5500 schedule snapshot

Filing strip 455413534 · Affirm, Inc. PY 2022 · 401(k)

Affirm, Inc. 401(k) Plan · $78M · 1,431 · 91st

  • RANK $78M
  • PHOTO 1,431
  • IND 91st
  • EOY 401(k)
  • 5500 near Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan
  • ASSETS ind #7953

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 California →

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

Rgnext 401(k) Plan$78MAffirm, Inc. 401(k) Plan$78MWilton Re US Holdings, Inc. & Affiliates 401(k) Retirement PlanWilton Re US Holdings, Inc. …$78MBrevard Physician Associates, 401(k) Profit Sharing PlanBrevard Physician Associates…$78MGreensfelder, Hemker & Gale, P.C. Profit-Sharing and 401(k) PlanGreensfelder, Hemker & Gale,…$78M
End-of-year total assets ($M) among Affirm, 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)$55M
Net Assets (End of Year)$78M
Net Income$23M
Employer EIN455413534
Plan Effective Date2016-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Affirm, Inc.)

Sponsor-wide plan assets over time

All Affirm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$362M 133.09890967325316% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $155M $362M ▲ +133.1%
Year Plans Participants Total Assets
2022 2 2,862 $155M
2023 1 2,288 $122M
2024 2 3,241 $362M

Nearby 401(k) Plans in California

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

Affirm, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Affirm, Inc. 401(k) Plan, Total assets ($B): 0.077650439 · Participants: 1431Affirm, 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
Affirm, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Affirm, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan in CT ($78M); by covered participants it is Roseburg Forest Products Co. 401(k) Plan in OR (1,431 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,431 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 Affirm, Inc. 401(k) Plan assets move in 2022? ▼
Affirm, Inc. 401(k) Plan surged - up 41.8% during 2022, from $55M to $78M. Reported net income was $23M.
How have Affirm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Affirm, Inc.'s sponsor-wide assets grew 133.1%, from $155M to $362M.
Where does Affirm, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Affirm, Inc. 401(k) Plan ranks in the 91st 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 Affirm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan in CT ($78M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Affirm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roseburg Forest Products Co. 401(k) Plan in OR (1,431 participants, $183M 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 455413534.

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.