AXOS FINANCIAL, INC. 401(K) PLAN

Plan Contact

  • Address: 9205 WEST RUSSELL ROAD,,LAS VEGAS,NV
  • Contact person: DERRICK WALSH
  • Phone: (858) 649-2000

Plan General Information

AXOS FINANCIAL, INC. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of AXOS FINANCIAL, INC. 401(K) PLAN is $92,904,047.00.This plan was established in 2000.

AXOS FINANCIAL, INC. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in AXOS FINANCIAL, INC. 401(K) PLAN is 1995

AXOS FINANCIAL, INC. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for AXOS FINANCIAL, INC. 401(K) PLAN is $46,568.00

AXOS FINANCIAL, INC. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for AXOS FINANCIAL, INC. 401(K) PLAN is $6,333.00.

AXOS FINANCIAL, INC. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in AXOS FINANCIAL, INC. 401(K) PLAN is approximately $1,989.00
Investing in this additonal $1,989.00 for 20 years would give you extra $127,352.00, assuming a 10% annual return.

AXOS FINANCIAL, INC. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, AXOS FINANCIAL, INC. 401(K) PLAN allocates $3,969,823.00 to match its employees' contributions, providing an employer match rate of 34.66% of their contributions

AXOS FINANCIAL, INC. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of AXOS FINANCIAL, INC. 401(K) PLAN is 42.53%.

AXOS FINANCIAL, INC. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for AXOS FINANCIAL, INC. 401(K) PLAN is 22.46%. This measures the effectiveness of the plan participants' investments in the year.

AXOS FINANCIAL, INC. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of AXOS FINANCIAL, INC. 401(K) PLAN is 0.19%.

Enrollment Features

AXOS FINANCIAL, INC. 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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