401(k) · DOL Form 5500 · 2023

Peloton Group, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
287
Participants Below avg headcount
79th
Percentile by assets National rank
$102,463
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

$29M in assets, 287 participants

Peloton Group, LLC's Peloton Group, LLC 401(k) Profit Sharing Plan and Trust reported $29M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,135 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust covers 287 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $29M.

#16,135
in Professional & Technical Services (20,321 peers)
+45.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$29,406,891 Top 21% higher than 79% 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 Group, LLC 401(k) Profit Sharing Plan and Trust 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. Peloton Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peloton Group, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Peloton Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Peloton Group, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 265 in the plan year 2022 filing to 287 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271505846 · Peloton Group, LLC PY 2023 · 401(k)

Peloton Group, LLC 401(k) Profit Sharing Plan and Trust · $29M · 287 · 79th

  • TYPE $29M
  • NET 287
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Engelberth Construction, Inc. 401(k) Retirement Plan
  • SCH ind #16135

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

Peloton Group, LLC 401(k) Profit Sharing Plan and TrustPeloton Group, LLC 401(k) Pr…$29MEngelberth Construction, Inc. 401(k) Retirement PlanEngelberth Construction, Inc…$29MHaydon Building Corp 401(k) PlanHaydon Building Corp 401(k) …$29MJ. Knipper and Company, Inc. Profit Sharing PlanJ. Knipper and Company, Inc.…$29MBhs Corrugated-North America, Inc. 401 (K) Savings PlanBhs Corrugated-North America…$29M
End-of-year total assets ($M) among Peloton Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$29M
Net Income$9M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Peloton Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.029406891 · Participants: 287Peloton Group, LLC 401(k) Profit Sharing Plan and TrustFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Engelberth Construction, Inc. 401(k) Retirement Plan in VT ($29M); by covered participants it is Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Peloton Group, LLC 401(k) Profit Sharing Plan and Trust surged - up 45.3% during 2023, from $20M to $29M. Reported net income was $9M.
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 79th 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 Peloton Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Engelberth Construction, Inc. 401(k) Retirement Plan in VT ($29M, 117 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 Creative Foods Corporation 401(k) Profit Sharing Plan in NY (287 participants, $2M 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 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.