Plan Ledger DOL Form 5500 · updated monthly

Rubrik, Inc.401(k)

RUBRIK 401(K) PLAN · PALO ALTO, CA · plan year 2025

Reported admin expense ratio · 2025
0.05%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Rubrik, Inc. reported $125,058 in plan administrative expenses for 2025: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.04% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 448th-largest of 9,483 plans among California employers on file, and the 625th of 11,654 in professional & technical services. active participation has grown from 1,536 to 1,841 since 2022.

Plan summary
Net assets, end of year$267,568,951
Participants with balances2,499
Active participants1,841
Employer contributions$0
Employee contributions$35,675,182
Employer contribution per active participant$0
Average account balance$107,070
Benefits paid to participants$21,609,498
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$267.6M · 2,499 accts
2024$202.1M · 2,324 accts · $2K emplr
2023$154.1M · 2,217 accts
2022$102.3M · 1,988 accts · $5K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$58,760
Investment management$66,298
Total administrative$125,058
The Rubrik, Inc. 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$4,093
2024$1 per active participant
2022$3 per active participant

Rubrik, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$66,298
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$60,702

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$125,058 · 0.05%
2024$115,403 · 0.06%
2023$125,140 · 0.10%
2022$35,861 · 0.04%
Same employer
Similar plansProfessional & Technical Services · California
Tsmc North America Inc CA$278.6M · 0.05%
Public Health Institute CA$276.2M · 0.21%
Mediatek USA Inc. CA$274.4M · 0.03%
Cox, Castle & Nicholson LLP CA$269.9M · 0.19%
Super Micro Computer, Inc. CA$267.0M · 0.03%
Omnissa, LLC CA$262.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464560494 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.