Okta 401(k) plan

Okta, Inc., San Francisco, CA. EIN 26-4175727. Annual reports 2011–2024. Also filed as Okta Inc.

Okta, Inc. has one active retirement plan on file, the Okta 401(k) Plan, with 5,622 participants and $545 million in assets in 2024. Fidelity has been its recordkeeper since 2013. No traditional pension plan appears in Okta's filings since 2011.

Active plans: 1
Participants: 5,622
Plan assets: $545 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Professional services

The plan

Okta 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 26-4175727
Participants (2024): 5,622
Net assets (2024): $545 million
Recordkeeper: Fidelity2013–2024
Plan administrator: Okta, Inc.
100 First Street 6TH Floor
San Francisco, CA 94105
(415) 494-8612As filed for 2024
In effect since: January 1, 2011

Earlier plan names: Okta, Inc. 401 K Profit Sharing Plan Trust.

Year by year, 2011 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,622	$545 million	Fidelity
2023	5,600	$420 million	Fidelity
2022	5,574	$284 million	Fidelity
2021	3,587	$216 million	Fidelity
2020	2,663	$144 million	Fidelity
2019	2,173	$89.9 million	Fidelity
2018	1,547	$49.0 million	Fidelity
2017	1,166	$38.5 million	Fidelity
2016	873	$21.8 million	Fidelity
2015	619	$12.7 million	Fidelity
2014	413	$7.0 million	Fidelity
2013	247	$3.3 million	Fidelity
2012	134	$1.1 million	not listed
2011	42	$223,987	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Okta 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((415) 494-8612). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Okta 401(k) Plan

If you had money in one of these plans

What these numbers are

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