401(k) · DOL Form 5500 · 2024

Peloton Advantage LLC 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
299
Participants Below avg headcount
85th
Percentile by assets National rank
$181,115
Avg per participant Above avg balance/head
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Official DOL plan name: Open Health 401(k) Retirement Plan. · Sponsored by Peloton Advantage LLC · New Jersey · Professional & Technical Services

$54M in assets, 299 participants

Peloton Advantage LLC's Open Health 401(k) Retirement Plan. reported $54M in total assets and 299 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,320 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Open Health 401(k) Retirement Plan. covers 299 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $54M.

#17,320
in Professional & Technical Services (20,173 peers)
+60.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Open Health 401(k) Retirement Plan.'s outsized position by total assets

Open Health 401(k) Retirement Plan. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$54,153,252 Top 15% higher than 85% 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

Open Health 401(k) Retirement Plan. 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. Open Health 401(k) Retirement Plan. sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Open Health 401(k) Retirement Plan. end-of-year assets rose from $34M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Open Health 401(k) Retirement Plan. reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202515715 · Peloton Advantage LLC PY 2024 · 401(k)

Open Health 401(k) Retirement Plan. · $54M · 299 · 85th

  • ASSETS $54M
  • PCT 299
  • EIN 85th
  • RANK 401(k)
  • PHOTO near Translational Genomics Research Institute 401(k) Plan
  • IND ind #17320

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 New Jersey →

Open Health 401(k) Retirement Plan. in the asset neighbourhood

Alvin H. Butz, Inc. 401(k) Profit Sharing PlanAlvin H. Butz, Inc. 401(k) P…$54MOpen Health 401(k) Retirement Plan.Open Health 401(k) Retiremen…$54MTranslational Genomics Research Institute 401(k) PlanTranslational Genomics Resea…$54MRyder Scott Company Petroleum Engineers Profit Sharing PlanRyder Scott Company Petroleu…$54MAmericantcs 401(k) Plan$54M
End-of-year total assets ($M) among Open Health 401(k) Retirement Plan. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$54M
Net Income$9M
Employer EIN202515715
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Peloton Advantage LLC)

Sponsor-wide plan assets over time

All Peloton Advantage LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 100.87777015695715% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27M $54.2M ▲ +100.9%
Year Plans Participants Total Assets
2022 1 190 $27M
2023 1 300 $34M
2024 1 299 $54M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Open Health 401(k) Retirement Plan. vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Open Health 401(k) Retirement Plan., Total assets ($B): 0.054153252 · Participants: 299Open Health 401(k) Retirement Plan.JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Open Health 401(k) Retirement Plan. vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Open Health 401(k) Retirement Plan. side-by-side with 3 peers →

Open Health 401(k) Retirement Plan.'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Translational Genomics Research Institute 401(k) Plan in AZ ($54M); by covered participants it is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Open Health 401(k) Retirement Plan. assets move in 2024? ▼
Open Health 401(k) Retirement Plan. surged - up 60.8% during 2024, from $34M to $54M. Reported net income was $9M.
How have Peloton Advantage LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peloton Advantage LLC's sponsor-wide assets grew 100.9%, from $27M to $54M.
Where does Open Health 401(k) Retirement Plan. rank by assets among Form 5500 filers? ▼
Open Health 401(k) Retirement Plan. ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Open Health 401(k) Retirement Plan.? ▼
Among 401(k) plans in other states, the closest by assets is Translational Genomics Research Institute 401(k) Plan in AZ ($54M, 323 participants).
Which 401(k) plans cover a similar participant headcount to Open Health 401(k) Retirement Plan.? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants, $115M 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 202515715.

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.