401(k) · DOL Form 5500 · 2024

Affirm, Inc. 401(k) Plan

Data updated 2026-08-25

$150M
Total assets Near avg plan size
1,670
Participants Near avg headcount
93rd
Percentile by assets National rank
$89,578
Avg per participant Below avg balance/head
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Official DOL plan name: Affirm, Inc. 401(k) Plan · Sponsored by Affirm, Inc. · California · Finance & Insurance

$150M in assets, 1,670 participants

Affirm, Inc.'s Affirm, Inc. 401(k) Plan reported $150M in total assets and 1,670 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.

  • #7,594 in Finance & Insurance (8,549 peers)

Coverage in California

Affirm, Inc. 401(k) Plan covers 1,670 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $150M.

#7,594
in Finance & Insurance (8,549 peers)
+22.7%
assets growth YoY
1.5×
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 2024 · DOL Form 5500

$149,594,447 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

Affirm, 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. Affirm, Inc. 401(k) Plan lands in the large band (1,670 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Affirm, Inc. 401(k) Plan reported net income fell from $44M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Affirm, Inc. 401(k) Plan reported participants fell from 2,288 in the plan year 2023 filing to 1,670 in the plan year 2024 filing.
  • Affirm, Inc. 401(k) Plan end-of-year assets rose from $122M in the plan year 2023 filing to $150M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 455413534 · Affirm, Inc. PY 2024 · 401(k)

Affirm, Inc. 401(k) Plan · $150M · 1,670 · 93rd

  • SCH $150M
  • EBSA 1,670
  • PART 93rd
  • TYPE 401(k)
  • NET near The Weitz Retirement and 401(k) Plan
  • BOOK ind #7594

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

Affirm, Inc. 401(k) Plan$150MThe Weitz Retirement and 401(k) PlanThe Weitz Retirement and 401…$150MGlobal 401(k) Retirement Plan$150MJuul Labs, Inc. 401(k) Plan$150MEspace Shares Trust$150M
End-of-year total assets ($M) among Affirm, 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)$150M
Net Income$28M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Affirm, Inc. 401(k) Plan, Total assets ($B): 0.149594447 · Participants: 1670Affirm, 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
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 The Weitz Retirement and 401(k) Plan in IA ($150M); by covered participants it is Shopify (USA), Inc. 401(k) Plan in NY (1,670 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,670 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 Affirm, Inc. 401(k) Plan assets move in 2024? ▼
Affirm, Inc. 401(k) Plan grew sharply - up 22.7% during 2024, from $122M to $150M. Reported net income was $28M.
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 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 Affirm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Weitz Retirement and 401(k) Plan in IA ($150M, 1,221 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 Shopify (USA), Inc. 401(k) Plan in NY (1,670 participants, $176M 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 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.