401(k) · DOL Form 5500 · 2022

Pegasystems Inc 401(k) Plan

Data updated 2026-08-11

$383M
Total assets
2,459
Participants
97th
Percentile by assets
$155,635
Avg per participant
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Official DOL plan name: Pegasystems Inc. 401(k) Plan · Sponsored by Pegasystems Inc · Massachusetts · Professional & Technical Services

$383M in assets, 2,459 participants

Pegasystems Inc's Pegasystems Inc. 401(k) Plan reported $383M in total assets and 2,459 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #21,157 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Pegasystems Inc. 401(k) Plan covers 2,459 participants in Massachusetts, 3.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $383M.

$383M
total plan assets (2022 EOY)
2,459
covered participants
97th
percentile by assets (of 139,126 plans)
$155,635
avg assets per participant

The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Pegasystems Inc. 401(k) Plan reports 2,459 participants - 3.7x that state average ($383M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$442M
Net Assets (End of Year)$383M
Net Income-$59M
Employer EIN042787865
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pegasystems Inc)

$350M$400M$450M$500M$550M 202220232024 $383M $530M ▲ +38.4%
Total plan assets by year, all Pegasystems Inc plans on file
Year Plans Participants Total Assets
2022 1 2,459 $383M
2023 1 2,328 $454M
2024 1 1,922 $530M

Nearby 401(k) Plans in Massachusetts

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

Pegasystems Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Pegasystems Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Pegasystems Inc. 401…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Philips North Americ…Boston Scientific Co…
Pegasystems Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pegasystems Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Pegasystems Inc. 401(k) Plan assets move in 2022?
Pegasystems Inc. 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $442M to $383M. Reported net income was -$59M.
How have Pegasystems Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Pegasystems Inc's sponsor-wide assets grew 38.4%, from $383M to $530M.
Where does Pegasystems Inc. 401(k) Plan rank by assets among Form 5500 filers?
Pegasystems Inc. 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Pegasystems Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Molson Coors Consolidated Retirement and Thrift Savings Plan in WI ($383M, 1,980 participants).

Filing takeaways

Ways to act on Pegasystems Inc. 401(k) Plan's numbers.