401(k) · DOL Form 5500 · 2023

Roku, Inc. 401(k) Plan

Data updated 2026-08-11

$281M
Total assets
2,897
Participants
96th
Percentile by assets
$96,866
Avg per participant
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Official DOL plan name: Roku, Inc. 401(k) Plan · Sponsored by Roku, Inc. · California · Information & Media

$281M in assets, 2,897 participants

Roku, Inc.'s Roku, Inc. 401(k) Plan reported $281M in total assets and 2,897 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #2,635 in Information & Media (2,818 peers)

Coverage in California

Roku, Inc. 401(k) Plan covers 2,897 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $281M.

$281M
total plan assets (2023 EOY)
2,897
covered participants
96th
percentile by assets (of 127,072 plans)
$96,866
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roku, Inc. 401(k) Plan reported net income rose from $15M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Roku, Inc. 401(k) Plan end-of-year assets rose from $197M in the plan year 2022 filing to $281M in the plan year 2023 filing.
  • Roku, Inc. 401(k) Plan reported participants rose from 2,529 in the plan year 2022 filing to 2,897 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Roku, Inc. 401(k) Plan reports 2,897 participants - 4.6x that state average ($281M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$197M
Net Assets (End of Year)$281M
Net Income$84M
Employer EIN262087865
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roku, Inc.)

$150M$200M$250M$300M$350M$400M 202220232024 $197M $363M ▲ +84.4%
Total plan assets by year, all Roku, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,529 $197M
2023 1 2,897 $281M
2024 1 2,448 $363M

Nearby 401(k) Plans in California

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

Roku, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Roku, Inc. 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 Roku, Inc. 401(k) PlanWells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Roku, 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 Roku, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Roku, Inc. 401(k) Plan assets move in 2023?
Roku, Inc. 401(k) Plan surged - up 42.6% during 2023, from $197M to $281M. Reported net income was $84M.
How have Roku, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Roku, Inc.'s sponsor-wide assets grew 84.4%, from $197M to $363M.
Where does Roku, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Roku, Inc. 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Roku, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Plan Savings Plan in NE ($281M, 10,975 participants).

Filing takeaways

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