401(k) · DOL Form 5500 · 2023

Rubrik, Inc. 401(k) Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
1,536
Participants Near avg headcount
94th
Percentile by assets National rank
$100,358
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rubrik 401(k) Plan · Sponsored by Rubrik, Inc. · California · Professional & Technical Services

$154M in assets, 1,536 participants

Rubrik, Inc.'s Rubrik 401(k) Plan reported $154M in total assets and 1,536 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,277 in Professional & Technical Services (20,321 peers)

Coverage in California

Rubrik 401(k) Plan covers 1,536 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $154M.

#19,277
in Professional & Technical Services (20,321 peers)
+50.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$154,149,967 Top 6% higher than 94% of 127,068 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 2023

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

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rubrik 401(k) Plan lands in the large band (1,536 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rubrik 401(k) Plan reported net income rose from $5M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Rubrik 401(k) Plan end-of-year assets rose from $102M in the plan year 2022 filing to $154M in the plan year 2023 filing.
  • Rubrik 401(k) Plan reported participants rose from 1,322 in the plan year 2022 filing to 1,536 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464560494 · Rubrik, Inc. PY 2023 · 401(k)

Rubrik 401(k) Plan · $154M · 1,536 · 94th

  • SCH $154M
  • EBSA 1,536
  • PART 94th
  • TYPE 401(k)
  • NET near Frost Brown Todd LLP Retirement Savings Plan for Associated Lawyers
  • BOOK ind #19277

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 →

Rubrik 401(k) Plan in the asset neighbourhood

Nepc, LLC Profit Sharing and 401(k) PlanNepc, LLC Profit Sharing and…$154MYuma Regional Medical Center 401(k) PlanYuma Regional Medical Center…$154MRubrik 401(k) Plan$154MFrost Brown Todd LLP Retirement Savings Plan for Associated LawyersFrost Brown Todd LLP Retirem…$154MFarmers Mutual Hail Tax Deferred Savings PlanFarmers Mutual Hail Tax Defe…$154M
End-of-year total assets ($M) among Rubrik 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$154M
Net Income$52M
Employer EIN464560494
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rubrik, Inc.)

Sponsor-wide plan assets over time

All Rubrik, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$202M 97.46286512612244% vs 2022
2024 filing year
$50M$100M$150M$200M$250M 202220232024 $102M $202M ▲ +97.5%
Year Plans Participants Total Assets
2022 1 1,322 $102M
2023 1 1,536 $154M
2024 1 1,715 $202M

Nearby 401(k) Plans in California

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

Rubrik 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rubrik 401(k) Plan, Total assets ($B): 0.154149967 · Participants: 1536Rubrik 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rubrik 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rubrik 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Frost Brown Todd LLP Retirement Savings Plan for Associated Lawyers in KY ($154M); by covered participants it is Powell Industries, Inc. Employees Incentive Savings Plan in TX (1,536 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,536 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rubrik 401(k) Plan assets move in 2023? ▼
Rubrik 401(k) Plan surged - up 50.6% during 2023, from $102M to $154M. Reported net income was $52M.
How have Rubrik, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rubrik, Inc.'s sponsor-wide assets grew 97.5%, from $102M to $202M.
Where does Rubrik 401(k) Plan rank by assets among Form 5500 filers? ▼
Rubrik 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rubrik 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frost Brown Todd LLP Retirement Savings Plan for Associated Lawyers in KY ($154M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Rubrik 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powell Industries, Inc. Employees Incentive Savings Plan in TX (1,536 participants, $228M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464560494.

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.