401(k) · DOL Form 5500 · 2023
Peloton Interactive, Inc. 401(k) Plan
Data updated 2026-08-11
- $201M
- Total assets
- 3,102
- Participants
- 95th
- Percentile by assets
- $64,903
- Avg per participant
Official DOL plan name: Peloton Interactive, Inc. Retirement Plan · Sponsored by Peloton Interactive, Inc. · New York · Retail Trade
$201M in assets, 3,102 participants
Peloton Interactive, Inc.'s Peloton Interactive, Inc. Retirement Plan reported $201M in total assets and 3,102 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,167 in Retail Trade (8,414 peers)
Coverage in New York
Peloton Interactive, Inc. Retirement Plan covers 3,102 participants in New York, 3.9x the typical New York plan (state average ~798 per filing). Assets: $201M.
- $201M
- total plan assets (2023 EOY)
- 3,102
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $64,903
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Peloton Interactive, Inc. Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $42M in the plan year 2023 filing.
- Peloton Interactive, Inc. Retirement Plan reported participants fell from 7,720 in the plan year 2022 filing to 3,102 in the plan year 2023 filing.
- Peloton Interactive, Inc. Retirement Plan end-of-year assets fell from $212M in the plan year 2022 filing to $201M in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Peloton Interactive, Inc. Retirement Plan reports 3,102 participants - 3.9x that state average ($201M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $212M |
|---|---|
| Net Assets (End of Year) | $201M |
| Net Income | $42M |
| Employer EIN | 473533761 |
| Plan Effective Date | 2015-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Peloton Interactive, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,720 | $212M |
| 2023 | 1 | 3,102 | $201M |
| 2024 | 1 | 2,352 | $231M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Peloton Interactive, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Peloton Interactive, Inc. Retirement Plan by total assets, not by location.
- Braskem Retirement Savings Plan (PA) $201M · 776
- Best Western International, Inc. 401(k) Investment Plan (AZ) $201M · 1,396
- Dollar Bank Employee Tax-Sheltered Incentive Savings Plan (PA) $201M · 1,516
- United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) Plan (OR) $202M · 2,869
Frequently Asked Questions
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Filing takeaways
Ways to act on Peloton Interactive, Inc. Retirement Plan's numbers.
- By total assets, Peloton Interactive, Inc. Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Peloton Interactive, Inc.'s sponsor-wide assets have grown 8.8% since 2022 across 3 plan years on file. More Retail Trade plans