401(k) · DOL Form 5500 · 2024

Rubrik, Inc. 401(k) Plan

Data updated 2026-08-25

$202M
Total assets Near avg plan size
1,715
Participants Near avg headcount
94th
Percentile by assets National rank
$117,820
Avg per participant Below avg balance/head
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Official DOL plan name: Rubrik 401(k) Plan · Sponsored by Rubrik, Inc. · California · Professional & Technical Services

$202M in assets, 1,715 participants

Rubrik, Inc.'s Rubrik 401(k) Plan reported $202M in total assets and 1,715 participants in its 2024 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.

  • #19,254 in Professional & Technical Services (20,173 peers)

Coverage in California

Rubrik 401(k) Plan covers 1,715 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $202M.

#19,254
in Professional & Technical Services (20,173 peers)
+31.1%
assets growth YoY
2.0×
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 2024 · DOL Form 5500

$202,060,472 Top 6% higher than 94% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rubrik 401(k) Plan lands in the large band (1,715 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rubrik 401(k) Plan end-of-year assets rose from $154M in the plan year 2023 filing to $202M in the plan year 2024 filing.
  • Rubrik 401(k) Plan reported participants rose from 1,536 in the plan year 2023 filing to 1,715 in the plan year 2024 filing.
  • Rubrik 401(k) Plan reported net income fell from $52M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464560494 · Rubrik, Inc. PY 2024 · 401(k)

Rubrik 401(k) Plan · $202M · 1,715 · 94th

  • PART $202M
  • PART 1,715
  • PART 94th
  • PART 401(k)
  • PART near Osmose 401(k) Plan
  • PART ind #19254

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

Osmose 401(k) Plan$202MRubrik 401(k) Plan$202MVerdantas LLC Retirement Plan$202MHenderson Companies, Inc. 401(k)Plan & TrustHenderson Companies, Inc. 40…$202MMavis Tire Supply LLC 401(k) PlanMavis Tire Supply LLC 401(k)…$202M
End-of-year total assets ($M) among Rubrik 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$202M
Net Income$48M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Rubrik 401(k) Plan, Total assets ($B): 0.202060472 · Participants: 1715Rubrik 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Rubrik 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Osmose 401(k) Plan in GA ($202M); by covered participants it is Cha Consulting, Inc. Retirement Investment Plan in NY (1,715 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($202M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,715 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024?
Rubrik 401(k) Plan surged - up 31.1% during 2024, from $154M to $202M. Reported net income was $48M.
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 123,622 plans that reported assets for plan year 2024 (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 Osmose 401(k) Plan in GA ($202M, 2,353 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 Cha Consulting, Inc. Retirement Investment Plan in NY (1,715 participants, $268M in assets).