Affirm 401(k) and retirement plans

Affirm, Inc., San Francisco, CA. EIN 45-5413534. Annual reports 2014–2024.

Affirm, Inc. has one active retirement plan on file, the Affirm, Inc. 401(k) Plan, with 2,484 participants and $150 million in assets in 2024. Fidelity has been its recordkeeper since 2022. No traditional pension plan appears in Affirm's filings since 2014.

Active plans: 1
Participants: 2,484
Plan assets: $150 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Affirm, Inc. 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 45-5413534
Participants (2024): 2,484
Net assets (2024): $150 million
Recordkeeper: Fidelity2022–2024
Plan administrator: Affirm, Inc.
650 California ST., 12TH Floor
San Francisco, CA 94108
(734) 718-3219As filed for 2024
In effect since: August 15, 2016

Year by year, 2022 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,484	$150 million	Fidelity
2023	2,522	$122 million	Fidelity
2022	2,657	$77.7 million	Fidelity

Affirm, Inc. 401(k) Plan

401(k)Stopped filing

No annual report since the 2022 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 45-5413534
Participants (2022): 2,657
Net assets (2022): $77.7 million
Recordkeeper: FidelityEarlier: At Retirement Services (2021), LT Trust (2019–2020)
Plan administrator: Affirm, Inc.
650 California ST., 12TH Floor
San Francisco, CA 94108
(734) 718-3219As filed for 2022
In effect since: November 1, 2014

Earlier plan names: Affirm 401(k) Plan; Forus 401(k).

Year by year, 2014 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	2,657	$77.7 million	Fidelity
2021	1,649	$54.7 million	At Retirement Services
2020	1,025	$30.7 million	LT Trust
2019	764	$17.6 million	LT Trust
2018	469	$8.1 million	not listed
2017	293	$5.3 million	not listed
2016	196	$1.9 million	not listed
2015	98	$405,363	not listed
2014	36	$87,259	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Affirm, Inc. 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((734) 718-3219). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Affirm, Inc. 401(k) Plan

Affirm, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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