401(k) · DOL Form 5500 · 2022

Peloton Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
265
Participants Below avg headcount
77th
Percentile by assets National rank
$76,358
Avg per participant Below avg balance/head
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Official DOL plan name: Peloton Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Peloton Group, LLC · Massachusetts · Professional & Technical Services

$20M in assets, 265 participants

Peloton Group, LLC's Peloton Group, LLC 401(k) Profit Sharing Plan and Trust reported $20M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #16,749 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust covers 265 participants in Massachusetts, about 40% of the average Massachusetts filer (state average ~659 per filing). Assets: $20M.

#16,749
in Professional & Technical Services (21,562 peers)
-4.8%
assets change YoY
0.2×
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.

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$20,234,951 Top 23% higher than 77% 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

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust 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. Peloton Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (265 participants).

EBSA filing schedule strip

Filing strip 271505846 · Peloton Group, LLC PY 2022 · 401(k)

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust · $20M · 265 · 77th

  • EOY $20M
  • 5500 265
  • ASSETS 77th
  • PCT 401(k)
  • EIN near Cruz Associates, Inc. 401(k) Profit Sharing Plan
  • RANK ind #16749

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 Massachusetts →

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Cruz Associates, Inc. 401(k) Profit Sharing PlanCruz Associates, Inc. 401(k)…$20MSummit Midstream Partners 401(k) PlanSummit Midstream Partners 40…$20MTorian Holdings Retirement PlanTorian Holdings Retirement P…$20MPeloton Group, LLC 401(k) Profit Sharing Plan and TrustPeloton Group, LLC 401(k) Pr…$20MStorm Industries Inc. 401 K PlanStorm Industries Inc. 401 K …$20M
End-of-year total assets ($M) among Peloton Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income-$1M
Employer EIN271505846
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peloton Group, LLC)

Sponsor-wide plan assets over time

All Peloton Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 88.42574909126294% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $20.2M $38.1M ▲ +88.5%
Year Plans Participants Total Assets
2022 1 265 $20M
2023 1 287 $29M
2024 1 334 $38M

Nearby 401(k) Plans in Massachusetts

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

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Peloton Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.020234951 · Participants: 265Peloton Group, LLC 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Peloton Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Peloton Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Cruz Associates, Inc. 401(k) Profit Sharing Plan in VA ($20M); by covered participants it is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Peloton Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Peloton Group, LLC 401(k) Profit Sharing Plan and Trust edged down modestly - down 4.8% during 2022, from $21M to $20M. Reported net income was -$1M.
How have Peloton Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peloton Group, LLC's sponsor-wide assets grew 88.4%, from $20M to $38M.
Where does Peloton Group, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Peloton Group, LLC 401(k) Profit Sharing Plan and Trust ranks in the 77th 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 Peloton Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cruz Associates, Inc. 401(k) Profit Sharing Plan in VA ($20M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Peloton Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vining-Sparks Ibg, L.P. 401(k) Plan in TN (265 participants, N/A 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 271505846.

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.