401(k) · DOL Form 5500 · 2024

Roku, Inc. 401(k) Plan

Data updated 2026-08-25

$363M
Total assets Above avg plan size
2,448
Participants Above avg headcount
96th
Percentile by assets National rank
$148,288
Avg per participant Above avg balance/head
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Official DOL plan name: Roku, Inc. 401(k) Plan · Sponsored by Roku, Inc. · California · Information & Media

$363M in assets, 2,448 participants

Roku, Inc.'s Roku, Inc. 401(k) Plan reported $363M in total assets and 2,448 participants in its 2024 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.

  • #2,656 in Information & Media (2,822 peers)

Coverage in California

Roku, Inc. 401(k) Plan covers 2,448 participants in California, 3.9x the typical California plan (state average ~630 per filing). Assets: $363M.

#2,656
in Information & Media (2,822 peers)
+29.4%
assets growth YoY
3.6×
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 2024 · DOL Form 5500

$363,009,368 Top 4% higher than 96% 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

Roku, Inc. 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. Roku, Inc. 401(k) Plan lands in the large band (2,448 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roku, Inc. 401(k) Plan end-of-year assets rose from $281M in the plan year 2023 filing to $363M in the plan year 2024 filing.
  • Roku, Inc. 401(k) Plan reported participants fell from 2,897 in the plan year 2023 filing to 2,448 in the plan year 2024 filing.
  • Roku, Inc. 401(k) Plan reported net income fell from $84M in the plan year 2023 filing to $82M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 262087865 · Roku, Inc. PY 2024 · 401(k)

Roku, Inc. 401(k) Plan · $363M · 2,448 · 96th

  • RANK $363M
  • RANK 2,448
  • RANK 96th
  • RANK 401(k)
  • RANK near Kraton Savings Plan
  • RANK ind #2656

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

First-Citizens Bank & Trust Company Legacy 401(k) PlanFirst-Citizens Bank & Trust …$363MSpend Life Wisely Company, Inc. Employee Stock Ownership Plan with 401(k) FeaturesSpend Life Wisely Company, I…$363MRoku, Inc. 401(k) Plan$363MKraton Savings Plan$363MAmerican Woodmark Corporation Retirement Savings PlanAmerican Woodmark Corporatio…$362M
End-of-year total assets ($M) among Roku, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$281M
Net Assets (End of Year)$363M
Net Income$82M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Roku, Inc. 401(k) Plan, Total assets ($B): 0.363009368 · Participants: 2448Roku, Inc. 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
Roku, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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 Kraton Savings Plan in TX ($363M); by covered participants it is Erm - US Salary Deferral Plan in PA (2,448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,448 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 Roku, Inc. 401(k) Plan assets move in 2024? ▼
Roku, Inc. 401(k) Plan grew sharply - up 29.4% during 2024, from $281M to $363M. Reported net income was $82M.
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 123,622 plans that reported assets for plan year 2024 (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 Kraton Savings Plan in TX ($363M, 1,198 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 Erm - US Salary Deferral Plan in PA (2,448 participants, $715M in assets).