401(k) · DOL Form 5500 · 2022

Peloton Advantage LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
190
Participants Below avg headcount
81st
Percentile by assets National rank
$141,886
Avg per participant Near avg balance/head
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Official DOL plan name: Open Health 401(k) Retirement Plan. · Sponsored by Peloton Advantage LLC · New Jersey · Professional & Technical Services

$27M in assets, 190 participants

Peloton Advantage LLC's Open Health 401(k) Retirement Plan. reported $27M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,692 in Professional & Technical Services (21,562 peers)

Coverage in New Jersey

Open Health 401(k) Retirement Plan. covers 190 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $27M.

#17,692
in Professional & Technical Services (21,562 peers)
+66.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Open Health 401(k) Retirement Plan.'s outsized position by total assets

Open Health 401(k) Retirement Plan. vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$26,958,310 Top 19% higher than 81% of 139,123 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 2022

Open Health 401(k) Retirement Plan. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Open Health 401(k) Retirement Plan. sits mid-pack in the medium band (190 participants).

DOL schedule card

Filing strip 202515715 · Peloton Advantage LLC PY 2022 · 401(k)

Open Health 401(k) Retirement Plan. · $27M · 190 · 81st

  • RANK $27M
  • RANK 190
  • RANK 81st
  • RANK 401(k)
  • RANK near The Eads Group 401(k) Profit Sharing Plan
  • RANK ind #17692

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 New Jersey →

Open Health 401(k) Retirement Plan. in the asset neighbourhood

Open Health 401(k) Retirement Plan.Open Health 401(k) Retiremen…$27MThe Eads Group 401(k) Profit Sharing PlanThe Eads Group 401(k) Profit…$27MWilliam H. Sadlier, Inc. 401(k) Profit Sharing PlanWilliam H. Sadlier, Inc. 401…$27MLiftoff 401(k) Plan$27MX-Ray Medical Group, Inc. 401(k) Profit Sharing PlanX-Ray Medical Group, Inc. 40…$27M
End-of-year total assets ($M) among Open Health 401(k) Retirement Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$27M
Net Income-$1M
Employer EIN202515715
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peloton Advantage LLC)

Sponsor-wide plan assets over time

All Peloton Advantage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 100.87777015695715% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27M $54.2M ▲ +100.9%
Year Plans Participants Total Assets
2022 1 190 $27M
2023 1 300 $34M
2024 1 299 $54M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Open Health 401(k) Retirement Plan. vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Open Health 401(k) Retirement Plan., Total assets ($B): 0.02695831 · Participants: 190Open Health 401(k) Retirement Plan.JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Open Health 401(k) Retirement Plan. vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Open Health 401(k) Retirement Plan. side-by-side with 3 peers →

Open Health 401(k) Retirement Plan.'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Eads Group 401(k) Profit Sharing Plan in PA ($27M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Open Health 401(k) Retirement Plan. assets move in 2022? ▼
Open Health 401(k) Retirement Plan. surged - up 66.4% during 2022, from $16M to $27M. Reported net income was -$1M.
How have Peloton Advantage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peloton Advantage LLC's sponsor-wide assets grew 100.9%, from $27M to $54M.
Where does Open Health 401(k) Retirement Plan. rank by assets among Form 5500 filers? ▼
Open Health 401(k) Retirement Plan. ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Open Health 401(k) Retirement Plan.? ▼
Among 401(k) plans in other states, the closest by assets is The Eads Group 401(k) Profit Sharing Plan in PA ($27M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Open Health 401(k) Retirement Plan.? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (190 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202515715.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.