401(k) · DOL Form 5500 · 2023

Roku, Inc. 401(k) Plan

Data updated 2026-08-25

$281M
Total assets Near avg plan size
2,897
Participants Above avg headcount
96th
Percentile by assets National rank
$96,866
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,635
in Information & Media (2,818 peers)
+42.6%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Roku, Inc. 401(k) Plan's outsized position by total assets

Roku, Inc. 401(k) Plan vs every filed plan by assets

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

$280,619,456 Top 4% higher than 96% 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

Roku, Inc. 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. Roku, Inc. 401(k) Plan lands in the large band (2,897 participants).

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 →

EBSA filing schedule strip

Filing strip 262087865 · Roku, Inc. PY 2023 · 401(k)

Roku, Inc. 401(k) Plan · $281M · 2,897 · 96th

  • NET $281M
  • BOOK 2,897
  • VS-ST 96th
  • BOY 401(k)
  • SCH near Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Plan Savings Plan
  • EBSA ind #2635

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 Information & Media retirement plans → · Plans in California →

Roku, Inc. 401(k) Plan in the asset neighbourhood

Philip Morris International Deferred Profit-Sharing PlanPhilip Morris International …$281MClyde Companies, Inc. 401(k) Retirement PlanClyde Companies, Inc. 401(k)…$281MWerner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Plan Savings PlanWerner Enterprises, Inc. and…$281MRoku, Inc. 401(k) Plan$281MHyundai Motor Manufacturing Alabama, LLC 401(k) PlanHyundai Motor Manufacturing …$280M
End-of-year total assets ($M) among Roku, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Roku, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$363M 84.41556380453817% vs 2022
2024 filing year
$150M$200M$250M$300M$350M$400M 202220232024 $197M $363M ▲ +84.4%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Roku, Inc. 401(k) Plan, Total assets ($B): 0.280619456 · Participants: 2897Roku, Inc. 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
Roku, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Roku, Inc. 401(k) Plan side-by-side with 3 peers →

Roku, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Werner Enterprises, Inc. and Subsidiaries Employees' 401(k) Retirement Plan Savings Plan in NE ($281M); by covered participants it is Cafe Rio, Inc. 401(k) Plan in UT (2,898 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,897 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 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).
Which 401(k) plans cover a similar participant headcount to Roku, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cafe Rio, Inc. 401(k) Plan in UT (2,898 participants, $14M 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 262087865.

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.