401(k) · DOL Form 5500 · 2024

Appfolio, Inc. 401(k) Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
1,521
Participants Near avg headcount
93rd
Percentile by assets National rank
$100,543
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

$153M in assets, 1,521 participants

Appfolio, Inc.'s Appfolio, Inc. 401(k) Plan reported $153M in total assets and 1,521 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,005 in Professional & Technical Services (20,173 peers)

Coverage in California

Appfolio, Inc. 401(k) Plan covers 1,521 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $153M.

#19,005
in Professional & Technical Services (20,173 peers)
+25.8%
assets growth YoY
1.5×
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 2024 · DOL Form 5500

$152,925,226 Top 7% higher than 93% of 123,620 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 2024

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

Plan-year 2024 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 (1,521 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appfolio, Inc. 401(k) Plan end-of-year assets rose from $122M in the plan year 2023 filing to $153M in the plan year 2024 filing.
  • Appfolio, Inc. 401(k) Plan reported net income fell from $39M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Appfolio, Inc. 401(k) Plan reported participants fell from 1,772 in the plan year 2023 filing to 1,521 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 260359894 · Appfolio, Inc. PY 2024 · 401(k)

Appfolio, Inc. 401(k) Plan · $153M · 1,521 · 93rd

  • PCT $153M
  • EIN 1,521
  • RANK 93rd
  • PHOTO 401(k)
  • IND near Pinehurst Medical Clinic, Inc. 401(k) Profit Sharing Plan
  • EOY ind #19005

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

Viant Medical, LLC 401(k) PlanViant Medical, LLC 401(k) Pl…$153MAppfolio, Inc. 401(k) Plan$153MPinehurst Medical Clinic, Inc. 401(k) Profit Sharing PlanPinehurst Medical Clinic, In…$153MBoomi, LP 401(k) Plan$153MAmerican Equity Investment Profit Sharing and 401(k) PlanAmerican Equity Investment P…$153M
End-of-year total assets ($M) among Appfolio, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$153M
Net Income$31M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Appfolio, Inc. 401(k) Plan, Total assets ($B): 0.152925226 · Participants: 1521Appfolio, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 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 Pinehurst Medical Clinic, Inc. 401(k) Profit Sharing Plan in NC ($153M); by covered participants it is Tram, Inc. 401(k) Retirement Plan in MI (1,521 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($153M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,521 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Appfolio, Inc. 401(k) Plan grew sharply - up 25.8% during 2024, from $122M to $153M. Reported net income was $31M.
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 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Pinehurst Medical Clinic, Inc. 401(k) Profit Sharing Plan in NC ($153M, 806 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 Tram, Inc. 401(k) Retirement Plan in MI (1,521 participants, $149M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.