401(k) · DOL Form 5500 · 2023

Peloton Interactive, Inc. 401(k) Plan

Data updated 2026-08-25

$201M
Total assets Near avg plan size
3,102
Participants Above avg headcount
95th
Percentile by assets National rank
$64,903
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,167
in Retail Trade (8,414 peers)
-5.2%
assets change YoY
2.0×
vs typical plan assets (national mean)

Peloton Interactive, Inc. Retirement Plan's outsized position by total assets

Peloton Interactive, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$201,329,543 Top 5% higher than 95% 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

Peloton Interactive, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Peloton Interactive, Inc. Retirement Plan lands in the large band (3,102 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 473533761 · Peloton Interactive, Inc. PY 2023 · 401(k)

Peloton Interactive, Inc. Retirement Plan · $201M · 3,102 · 95th

  • VS-ST $201M
  • BOY 3,102
  • SCH 95th
  • EBSA 401(k)
  • PART near Braskem Retirement Savings Plan
  • TYPE ind #8167

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 Retail Trade retirement plans → · Plans in New York →

Peloton Interactive, Inc. Retirement Plan in the asset neighbourhood

United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) PlanUnited Association Union Loc…$202MDollar Bank Employee Tax-Sheltered Incentive Savings PlanDollar Bank Employee Tax-She…$201MBest Western International, Inc. 401(k) Investment PlanBest Western International, …$201MPeloton Interactive, Inc. Retirement PlanPeloton Interactive, Inc. Re…$201MBraskem Retirement Savings PlanBraskem Retirement Savings P…$201M
End-of-year total assets ($M) among Peloton Interactive, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$212M
Net Assets (End of Year)$201M
Net Income$42M
Employer EIN473533761
Plan Effective Date2015-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peloton Interactive, Inc.)

Sponsor-wide plan assets over time

All Peloton Interactive, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$231M 8.755681023056038% vs 2022
2024 filing year
$190M$200M$210M$220M$230M$240M 202220232024 $212M $231M ▲ +8.8%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Peloton Interactive, Inc. Retirement Plan, Total assets ($B): 0.201329543 · Participants: 3102Peloton Interactive, Inc. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Peloton Interactive, Inc. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Peloton Interactive, Inc. Retirement Plan side-by-side with 3 peers →

Peloton Interactive, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Braskem Retirement Savings Plan in PA ($201M); by covered participants it is Big 5 Sporting Goods Savings and Profit Sharing Plan in CA (3,102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,102 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 Peloton Interactive, Inc. Retirement Plan assets move in 2023? ▼
Peloton Interactive, Inc. Retirement Plan pulled back noticeably - down 5.2% during 2023, from $212M to $201M. Reported net income was $42M.
How have Peloton Interactive, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peloton Interactive, Inc.'s sponsor-wide assets grew 8.8%, from $212M to $231M.
Where does Peloton Interactive, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Peloton Interactive, Inc. Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Peloton Interactive, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Braskem Retirement Savings Plan in PA ($201M, 776 participants).
Which 401(k) plans cover a similar participant headcount to Peloton Interactive, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 5 Sporting Goods Savings and Profit Sharing Plan in CA (3,102 participants, $133M 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 473533761.

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.