401(k) · DOL Form 5500 · 2023

Peloton Advantage LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
300
Participants Below avg headcount
81st
Percentile by assets National rank
$112,247
Avg per participant Below 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

$34M in assets, 300 participants

Peloton Advantage LLC's Open Health 401(k) Retirement Plan. reported $34M in total assets and 300 participants in its 2023 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.

  • #16,545 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Open Health 401(k) Retirement Plan. covers 300 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $34M.

#16,545
in Professional & Technical Services (20,321 peers)
+24.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$33,673,956 Top 19% higher than 81% of 127,068 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 2023

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

Plan-year 2023 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 (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Open Health 401(k) Retirement Plan. reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Open Health 401(k) Retirement Plan. reported participants rose from 190 in the plan year 2022 filing to 300 in the plan year 2023 filing.
  • Open Health 401(k) Retirement Plan. end-of-year assets rose from $27M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202515715 · Peloton Advantage LLC PY 2023 · 401(k)

Open Health 401(k) Retirement Plan. · $34M · 300 · 81st

  • PCT $34M
  • EIN 300
  • RANK 81st
  • PHOTO 401(k)
  • IND near Ahmuty, Demers & Mcmanus 401(k) Plan
  • EOY ind #16545

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

Gcs 401(k) Plan$34MOpen Health 401(k) Retirement Plan.Open Health 401(k) Retiremen…$34MAhmuty, Demers & Mcmanus 401(k) PlanAhmuty, Demers & Mcmanus 401…$34MT & a Supply Company, Inc. 401(k) Profit Sharing Plan and TrustT & a Supply Company, Inc. 4…$34MSymmetry Energy Solutions, LLC 401(k) PlanSymmetry Energy Solutions, L…$34M
End-of-year total assets ($M) among Open Health 401(k) Retirement Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$34M
Net Income$7M
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 -1001020304050 Total assets ($B) Participants Open Health 401(k) Retirement Plan., Total assets ($B): 0.033673956 · Participants: 300Open Health 401(k) Retirement Plan.JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US 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 Ahmuty, Demers & Mcmanus 401(k) Plan in NY ($34M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Open Health 401(k) Retirement Plan. grew sharply - up 24.9% during 2023, from $27M to $34M. Reported net income was $7M.
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 127,072 plans that reported assets for plan year 2023 (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 Ahmuty, Demers & Mcmanus 401(k) Plan in NY ($34M, 109 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 Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.