401(k) · DOL Form 5500 · 2024

Axos Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
1,571
Participants Near avg headcount
92nd
Percentile by assets National rank
$81,055
Avg per participant Below avg balance/head
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Official DOL plan name: Axos Financial, Inc. 401(k) Plan · Sponsored by Axos Financial, Inc. · California · Finance & Insurance

$127M in assets, 1,571 participants

Axos Financial, Inc.'s Axos Financial, Inc. 401(k) Plan reported $127M in total assets and 1,571 participants in its 2024 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.

  • #7,488 in Finance & Insurance (8,549 peers)

Coverage in California

Axos Financial, Inc. 401(k) Plan covers 1,571 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $127M.

#7,488
in Finance & Insurance (8,549 peers)
+37.1%
assets growth YoY
1.3×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$127,336,674 Top 8% higher than 92% 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

Axos Financial, 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. Axos Financial, Inc. 401(k) Plan lands in the large band (1,571 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Axos Financial, Inc. 401(k) Plan end-of-year assets rose from $93M in the plan year 2023 filing to $127M in the plan year 2024 filing.
  • Axos Financial, Inc. 401(k) Plan reported net income rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
  • Axos Financial, Inc. 401(k) Plan reported participants rose from 1,403 in the plan year 2023 filing to 1,571 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 330867444 · Axos Financial, Inc. PY 2024 · 401(k)

Axos Financial, Inc. 401(k) Plan · $127M · 1,571 · 92nd

  • PHOTO $127M
  • PHOTO 1,571
  • PHOTO 92nd
  • PHOTO 401(k)
  • PHOTO near Harbisonwalker International 401(k) Plan
  • PHOTO ind #7488

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 →

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

Axos Financial, Inc. 401(k) PlanAxos Financial, Inc. 401(k) …$127MHarbisonwalker International 401(k) PlanHarbisonwalker International…$127MParr Brown Profit Sharing PlanParr Brown Profit Sharing Pl…$127MLakeview Health 401(k) Plan$127MForest River, Inc. 401(k) PlanForest River, Inc. 401(k) Pl…$127M
End-of-year total assets ($M) among Axos Financial, 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)$93M
Net Assets (End of Year)$127M
Net Income$34M
Employer EIN330867444
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Axos Financial, Inc.)

Sponsor-wide plan assets over time

All Axos Financial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$127M 95.35634401932627% vs 2022
2024 filing year
$40M$60M$80M$100M$120M$140M 202220232024 $65.2M $127M ▲ +95.4%
Year Plans Participants Total Assets
2022 1 1,215 $65M
2023 1 1,403 $93M
2024 1 1,571 $127M

Nearby 401(k) Plans in California

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

Axos Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Axos Financial, Inc. 401(k) Plan, Total assets ($B): 0.127336674 · Participants: 1571Axos Financial, 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
Axos Financial, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Axos Financial, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Harbisonwalker International 401(k) Plan in PA ($127M); by covered participants it is Northwestern Energy 401(k) Retirement Savings Plan in MT (1,571 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($127M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,571 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 Axos Financial, Inc. 401(k) Plan assets move in 2024? ▼
Axos Financial, Inc. 401(k) Plan surged - up 37.1% during 2024, from $93M to $127M. Reported net income was $34M.
How have Axos Financial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Axos Financial, Inc.'s sponsor-wide assets grew 95.4%, from $65M to $127M.
Where does Axos Financial, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Axos Financial, Inc. 401(k) Plan ranks in the 92nd 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 Axos Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harbisonwalker International 401(k) Plan in PA ($127M, 1,042 participants).
Which 401(k) plans cover a similar participant headcount to Axos Financial, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwestern Energy 401(k) Retirement Savings Plan in MT (1,571 participants, $513M 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 330867444.

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.