401(k) · DOL Form 5500 · 2024

Affirm, Inc. 401(k) Plan

Data updated 2026-08-11

$150M
Total assets
1,670
Participants
93rd
Percentile by assets
$89,578
Avg per participant
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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.

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

$150M
total plan assets (2024 EOY)
1,670
covered participants
93rd
percentile by assets (of 123,622 plans)
$89,578
avg assets per participant

Where Affirm, Inc. 401(k) Plan sits 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 $2,010,000,000 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

  • 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 →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Affirm, Inc. 401(k) Plan reports 1,670 participants - 2.7x that state average ($150M EOY assets).

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.)

$0M$100M$200M$300M$400M 202220232024 $155M $362M ▲ +133.1%
Total plan assets by year, all Affirm, Inc. plans on file
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

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) …Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Affirm, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Affirm, Inc. 401(k) Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Affirm, Inc. 401(k) Plan's numbers.