Ooma, Inc. 401(k) Plan: Login, Facts & Contact Information

Ooma, Inc. 401(k) Plan Facts

Plan name
OOMA, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
OOMA, INC.
Participants
562 (459 active employees)
Former employees with a balance
88
Plan assets
$46,042,941 at Dec 31, 2024
Average account balance
$109,106 across 422 accounts
Employer contributions
$1,068,670 in plan year 2024 (18% of all contributions)
Recordkeeper
Transamerica Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2006
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.02 million went into the plan in contributions, $1.07 million of it from the employer (18%).
  • $5.91 million was paid out to participants.
  • Investment and other income added $6.22 million.
  • Administrative expenses were $117,713, about $279 per account.

How the Ooma, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019388$18.6 million$659,965$1.10 million
2020401$26.0 million$732,314$924,006
2021387$30.8 million—$1.88 million
2022415$29.4 million$744,538$1.33 million
2023462$38.4 million$888,746$2.18 million
2024562$46.0 million$1.07 million$5.91 million

Ooma, Inc. 401(k) Contact Information

Phone
650-566-6600
Mailing address
525 ALMANOR AVENUE, SUITE 200, SUNNYVALE CA 94085
Plan sponsor
OOMA, INC.
Employer identification number (EIN)
06-1713274
Plan number
001

Questions about the Ooma, Inc. 401(k)

Does Ooma, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.07 million, 18% of all contributions.

Does the Ooma, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Ooma, Inc 401(k) plan?

562 participants at the start of plan year 2024, 459 of them active employees, and 88 former employees who still had money in the plan.

What is the average 401(k) balance at Ooma, Inc?

About $109,106 per account: $46.0 million in plan assets across 422 accounts with a balance at the end of plan year 2024.

Who manages the Ooma, Inc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ooma, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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