401(k) · DOL Form 5500 · 2022

Pegasystems Inc 401(k) Plan

Data updated 2026-08-25

$383M
Total assets Above avg plan size
2,459
Participants Above avg headcount
97th
Percentile by assets National rank
$155,635
Avg per participant Above avg balance/head
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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.

  • #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.

#21,157
in Professional & Technical Services (21,562 peers)
-13.4%
assets change YoY
3.8×
vs typical plan assets (national mean)

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.

Pegasystems Inc. 401(k) Plan's outsized position by total assets

Pegasystems Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$382,707,099 Top 3% higher than 97% of 139,123 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 2022

Pegasystems Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pegasystems Inc. 401(k) Plan lands in the large band (2,459 participants).

EBSA filing schedule strip

Filing strip 042787865 · Pegasystems Inc PY 2022 · 401(k)

Pegasystems Inc. 401(k) Plan · $383M · 2,459 · 97th

  • PART $383M
  • PART 2,459
  • PART 97th
  • PART 401(k)
  • PART near Molson Coors Consolidated Retirement and Thrift Savings Plan
  • PART ind #21157

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 →

Pegasystems Inc. 401(k) Plan in the asset neighbourhood

Dewberry 401(k)/Profit-Sharing PlanDewberry 401(k)/Profit-Shari…$383MHawaiian Airlines, Inc. 401(k) Savings PlanHawaiian Airlines, Inc. 401(…$383MMolson Coors Consolidated Retirement and Thrift Savings PlanMolson Coors Consolidated Re…$383MPegasystems Inc. 401(k) Plan$383MCook Inlet Region 401(k) Retirement PlanCook Inlet Region 401(k) Ret…$382M
End-of-year total assets ($M) among Pegasystems Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Pegasystems Inc plans reported in each filing year

Latest sponsor-wide plan assets
$530M 38.3992176742977% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $383M $530M ▲ +38.4%
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 Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Pegasystems Inc. 401(k) Plan, Total assets ($B): 0.382707099 · Participants: 2459Pegasystems Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Pegasystems Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Pegasystems Inc. 401(k) Plan side-by-side with 3 peers →

Pegasystems Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Molson Coors Consolidated Retirement and Thrift Savings Plan in WI ($383M); by covered participants it is Horizon Services LLC 401(k) Plan in DE (2,461 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($383M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,459 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Pegasystems Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Horizon Services LLC 401(k) Plan in DE (2,461 participants, $62M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042787865.

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.