401(k) · DOL Form 5500 · 2024
Peloton Group, LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 334
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $114,155
- Avg per participant Below avg balance/head
Official DOL plan name: Peloton Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Peloton Group, LLC · Massachusetts · Professional & Technical Services
$38M in assets, 334 participants
Peloton Group, LLC's Peloton Group, LLC 401(k) Profit Sharing Plan and Trust reported $38M in total assets and 334 participants in its 2024 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.
- #16,390 in Professional & Technical Services (20,173 peers)
Where Peloton Group, LLC 401(k) Profit Sharing Plan and Trust sits by assets
Peloton Group, LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $38M for 334 participants (~$114,155/participant), up 29.7% in 2024.
- #16,390
- in Professional & Technical Services (20,173 peers)
- +29.7%
- assets growth YoY
- 0.4×
- 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 2024 · DOL Form 5500
$38,127,858 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Peloton Group, LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 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 (334 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Peloton Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $29M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Peloton Group, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 287 in the plan year 2023 filing to 334 in the plan year 2024 filing.
- Peloton Group, LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 271505846 · Peloton Group, LLC PY 2024 · 401(k)
Peloton Group, LLC 401(k) Profit Sharing Plan and Trust · $38M · 334 · 81st
- BOOK $38M
- BOOK 334
- BOOK 81st
- BOOK 401(k)
- BOOK near Clark Construction Company, Inc. Profit-Sharing Retirement Plan
- BOOK ind #16390
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $9M |
| Employer EIN | 271505846 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING 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
| 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.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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 Clark Construction Company, Inc. Profit-Sharing Retirement Plan in MI ($38M); by covered participants it is Lenny's Gas N Wash 401(k) Plan in IL (334 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Clark Construction Company, Inc. Profit-Sharing Retirement Plan (MI) $38M · 188
- Travis Industries, Inc. 401(k) Plan (WA) $38M · 441
- Bryant Bank 401(k) Plan (AL) $38M · 292
- Resource Data, Inc. 401(k) Plan (AK) $38M · 218
Similar participant headcount
Nearest other-state filings by covered participants (334 participants); asset peers above are excluded.
- Lenny's Gas N Wash 401(k) Plan (IL) 334 · 0 off
- Bb&e 401(k) Plan (MI) 334 · 0 off
- The Mccallie School 401(k) Plan (TN) 334 · 0 off
- Chainalysis 401(k) Plan (NY) 334 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.