401(k) · DOL Form 5500 · 2023

Appfolio, Inc. 401(k) Plan

Data updated 2026-08-25

$122M
Total assets Near avg plan size
1,772
Participants Near avg headcount
92nd
Percentile by assets National rank
$68,611
Avg per participant Below avg balance/head
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Official DOL plan name: Appfolio, Inc. 401(k) Plan · Sponsored by Appfolio, Inc. · California · Professional & Technical Services

$122M in assets, 1,772 participants

Appfolio, Inc.'s Appfolio, Inc. 401(k) Plan reported $122M in total assets and 1,772 participants in its 2023 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.

  • #19,035 in Professional & Technical Services (20,321 peers)

Coverage in California

Appfolio, Inc. 401(k) Plan covers 1,772 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $122M.

#19,035
in Professional & Technical Services (20,321 peers)
+47.5%
assets growth YoY
1.2×
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 2023 · DOL Form 5500

$121,578,421 Top 8% higher than 92% of 127,068 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 2023

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

Plan-year 2023 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 (1,772 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appfolio, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Appfolio, Inc. 401(k) Plan end-of-year assets rose from $82M in the plan year 2022 filing to $122M in the plan year 2023 filing.
  • Appfolio, Inc. 401(k) Plan reported participants rose from 1,605 in the plan year 2022 filing to 1,772 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260359894 · Appfolio, Inc. PY 2023 · 401(k)

Appfolio, Inc. 401(k) Plan · $122M · 1,772 · 92nd

  • VS-ST $122M
  • BOY 1,772
  • SCH 92nd
  • EBSA 401(k)
  • PART near Eliassen Group, LLC 401(k) Plan
  • TYPE ind #19035

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

Eliassen Group, LLC 401(k) PlanEliassen Group, LLC 401(k) P…$122MAppfolio, Inc. 401(k) Plan$122MMoneta Group Salary Savings PlanMoneta Group Salary Savings …$122MHill International, Inc. 401(k) Retirement SavingsHill International, Inc. 401…$122MDmg Mori 401(k) & Profit Sharing PlanDmg Mori 401(k) & Profit Sha…$121M
End-of-year total assets ($M) among Appfolio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$122M
Net Income$39M
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): 0.121578421 · Participants: 1772Appfolio, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Eliassen Group, LLC 401(k) Plan in MA ($122M); by covered participants it is Leadec Corp. 401(k) Plan in OH (1,772 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($122M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,772 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Appfolio, Inc. 401(k) Plan surged - up 47.5% during 2023, from $82M to $122M. Reported net income was $39M.
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 127,072 plans that reported assets for plan year 2023 (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 Eliassen Group, LLC 401(k) Plan in MA ($122M, 2,184 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 Leadec Corp. 401(k) Plan in OH (1,772 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.