401(k) · DOL Form 5500 · 2024
Okta, Inc. 401(k) Plan
Data updated 2026-08-25
- $545M
- Total assets Above avg plan size
- 4,030
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $135,164
- Avg per participant Near avg balance/head
Official DOL plan name: Okta 401(k) Plan · Sponsored by Okta, Inc. · California · Professional & Technical Services
$545M in assets, 4,030 participants
Okta, Inc.'s Okta 401(k) Plan reported $545M in total assets and 4,030 participants in its 2024 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.
- #19,804 in Professional & Technical Services (20,173 peers)
Coverage in California
Okta 401(k) Plan covers 4,030 participants in California, 6.4x the typical California plan (state average ~630 per filing). Assets: $545M.
- #19,804
- in Professional & Technical Services (20,173 peers)
- +29.5%
- assets growth YoY
- 5.5×
- 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 2024 · DOL Form 5500
$544,709,486 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Okta 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. Okta 401(k) Plan lands in the large band (4,030 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Okta 401(k) Plan end-of-year assets rose from $420M in the plan year 2023 filing to $545M in the plan year 2024 filing.
- Okta 401(k) Plan reported net income fell from $136M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- Okta 401(k) Plan reported participants fell from 4,352 in the plan year 2023 filing to 4,030 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 264175727 · Okta, Inc. PY 2024 · 401(k)
Okta 401(k) Plan · $545M · 4,030 · 97th
- PCT $545M
- EIN 4,030
- RANK 97th
- PHOTO 401(k)
- IND near Janus 401(k) and Employee Stock Ownership Plan
- EOY ind #19804
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
California filing particulars
| Total Assets (Beginning of Year) | $420M |
|---|---|
| Net Assets (End of Year) | $545M |
| Net Income | $124M |
| Employer EIN | 264175727 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING 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
| 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.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Okta 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Janus 401(k) and Employee Stock Ownership Plan in CO ($545M); by covered participants it is Strategic Education, Inc. 401(k) Plan in VA (4,031 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($545M here).
- Janus 401(k) and Employee Stock Ownership Plan (CO) $545M · 985
- Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 1 (FL) $545M · 4,484
- Nice Systems, Inc. 401(k) Plan (NJ) $545M · 3,172
- Process Equipment Group 401(k) Savings Plan (IN) $545M · 2,023
Similar participant headcount
Nearest other-state filings by covered participants (4,030 participants); asset peers above are excluded.
- Strategic Education, Inc. 401(k) Plan (VA) 4,031 · 1 off
- Bar-S Foods Co. 401(k) and Profit Sharing Plan (AZ) 4,029 · 1 off
- Team, Inc. Salary Deferral Plan and Trust (TX) 4,036 · 6 off
- Cohnreznick LLC 401(k) Profit Sharing Plan (NJ) 4,024 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.