401(k) · DOL Form 5500 · 2024

Peloton Interactive, Inc. 401(k) Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
2,352
Participants Above avg headcount
95th
Percentile by assets National rank
$98,194
Avg per participant Below avg balance/head
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Official DOL plan name: Peloton Interactive, Inc. Retirement Plan · Sponsored by Peloton Interactive, Inc. · New York · Retail Trade

$231M in assets, 2,352 participants

Peloton Interactive, Inc.'s Peloton Interactive, Inc. Retirement Plan reported $231M in total assets and 2,352 participants in its 2024 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.

  • #7,808 in Retail Trade (8,048 peers)

Coverage in New York

Peloton Interactive, Inc. Retirement Plan covers 2,352 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $231M.

#7,808
in Retail Trade (8,048 peers)
+14.7%
assets growth YoY
2.3×
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 2024 · DOL Form 5500

$230,952,692 Top 5% higher than 95% of 123,620 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 2024

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

Plan-year 2024 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 (2,352 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peloton Interactive, Inc. Retirement Plan reported net income fell from $42M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Peloton Interactive, Inc. Retirement Plan reported participants fell from 3,102 in the plan year 2023 filing to 2,352 in the plan year 2024 filing.
  • Peloton Interactive, Inc. Retirement Plan end-of-year assets rose from $201M in the plan year 2023 filing to $231M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 473533761 · Peloton Interactive, Inc. PY 2024 · 401(k)

Peloton Interactive, Inc. Retirement Plan · $231M · 2,352 · 95th

  • 5500 $231M
  • ASSETS 2,352
  • PCT 95th
  • EIN 401(k)
  • RANK near Ortholonestar 401(k) Retirement Plan
  • PHOTO ind #7808

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

Software Ag, LLC Profit Sharing PlanSoftware Ag, LLC Profit Shar…$231MChristie Clinic 401(k) Profit Sharing PlanChristie Clinic 401(k) Profi…$231MOrtholonestar 401(k) Retirement PlanOrtholonestar 401(k) Retirem…$231MPeloton Interactive, Inc. Retirement PlanPeloton Interactive, Inc. Re…$231MPorsche Employee Savings Plan and TrustPorsche Employee Savings Pla…$231M
End-of-year total assets ($M) among Peloton Interactive, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$201M
Net Assets (End of Year)$231M
Net Income$30M
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): 0.230952692 · Participants: 2352Peloton Interactive, Inc. Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The 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 Ortholonestar 401(k) Retirement Plan in TX ($231M); by covered participants it is Nasdaq, Inc. 401(k) Savings Plan in MD (2,352 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,352 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Peloton Interactive, Inc. Retirement Plan grew at a solid clip - up 14.7% during 2024, from $201M to $231M. Reported net income was $30M.
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 123,622 plans that reported assets for plan year 2024 (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 Ortholonestar 401(k) Retirement Plan in TX ($231M, 972 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 Nasdaq, Inc. 401(k) Savings Plan in MD (2,352 participants, $984M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.