401(k) · DOL Form 5500 · 2024

Appfolio, Inc. 401(k) Plan

Data updated 2026-08-11

$153M
Total assets
1,521
Participants
93rd
Percentile by assets
$100,543
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$153M
total plan assets (2024 EOY)
1,521
covered participants
93rd
percentile by assets (of 123,622 plans)
$100,543
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 2024 · DOL Form 5500

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

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 →

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 1,521 participants - 2.4x that state average ($153M EOY assets).

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.)

$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. -50000050000100000150000 -200204060 Total assets ($B) Participants Appfolio, Inc. 401(k…, Total assets ($B): 0.152925226 · Participants: 1521Appfolio, Inc. 401(k…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
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 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).

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 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.