401(k) · DOL Form 5500 · 2022

Okta, Inc. 401(k) Plan

Data updated 2026-08-25

$284M
Total assets Near avg plan size
2,895
Participants Above avg headcount
97th
Percentile by assets National rank
$98,209
Avg per participant Below avg balance/head
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Official DOL plan name: Okta 401(k) Plan · Sponsored by Okta, Inc. · California · Professional & Technical Services

$284M in assets, 2,895 participants

Okta, Inc.'s Okta 401(k) Plan reported $284M in total assets and 2,895 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,034 in Professional & Technical Services (21,562 peers)

Coverage in California

Okta 401(k) Plan covers 2,895 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $284M.

#21,034
in Professional & Technical Services (21,562 peers)
+31.5%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Okta 401(k) Plan's outsized position by total assets

Okta 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$284,314,898 Top 3% higher than 97% of 139,123 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 2022

Okta 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Okta 401(k) Plan lands in the large band (2,895 participants).

Published 5500 schedule card

Filing strip 264175727 · Okta, Inc. PY 2022 · 401(k)

Okta 401(k) Plan · $284M · 2,895 · 97th

  • 5500 $284M
  • 5500 2,895
  • 5500 97th
  • 5500 401(k)
  • 5500 near Crete Carrier Corporation 401(k) Profit Sharing Plan
  • 5500 ind #21034

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 Professional & Technical Services retirement plans → · Plans in California →

Okta 401(k) Plan in the asset neighbourhood

Baron Capital, Inc. 401(k) Profit Sharing PlanBaron Capital, Inc. 401(k) P…$285MLawrence & Memorial Hospital 401(k) PlanLawrence & Memorial Hospital…$285MCrete Carrier Corporation 401(k) Profit Sharing PlanCrete Carrier Corporation 40…$284MOkta 401(k) Plan$284MToyoda Gosei 401(k) Plan$284M
End-of-year total assets ($M) among Okta 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$284M
Net Income$31M
Employer EIN264175727
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Okta, Inc.)

Sponsor-wide plan assets over time

All Okta, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$545M 91.58668428272091% vs 2022
2024 filing year
$200M$300M$400M$500M$600M 202220232024 $284M $545M ▲ +91.6%
Year Plans Participants Total Assets
2022 1 2,895 $284M
2023 1 4,352 $420M
2024 1 4,030 $545M

Nearby 401(k) Plans in California

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

Okta 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Okta 401(k) Plan, Total assets ($B): 0.284314898 · Participants: 2895Okta 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Okta 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Okta 401(k) Plan side-by-side with 3 peers →

Okta 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crete Carrier Corporation 401(k) Profit Sharing Plan in NE ($284M); by covered participants it is Sabre Industries 401(k) Retirement Savings Plan in IA (2,895 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($284M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,895 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Okta 401(k) Plan assets move in 2022? ▼
Okta 401(k) Plan surged - up 31.5% during 2022, from $216M to $284M. Reported net income was $31M.
How have Okta, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Okta, Inc.'s sponsor-wide assets grew 91.6%, from $284M to $545M.
Where does Okta 401(k) Plan rank by assets among Form 5500 filers? ▼
Okta 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Okta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crete Carrier Corporation 401(k) Profit Sharing Plan in NE ($284M, 5,873 participants).
Which 401(k) plans cover a similar participant headcount to Okta 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabre Industries 401(k) Retirement Savings Plan in IA (2,895 participants, $68M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 264175727.

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.