401(k) · DOL Form 5500 · 2023

Pegasystems Inc 401(k) Plan

Data updated 2026-08-25

$454M
Total assets Above avg plan size
2,328
Participants Above avg headcount
97th
Percentile by assets National rank
$195,036
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

$454M in assets, 2,328 participants

Pegasystems Inc's Pegasystems Inc. 401(k) Plan reported $454M in total assets and 2,328 participants in its 2023 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.

  • #19,925 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Pegasystems Inc. 401(k) Plan covers 2,328 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $454M.

#19,925
in Professional & Technical Services (20,321 peers)
+18.6%
assets growth YoY
4.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$454,043,357 Top 3% higher than 97% of 127,068 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 2023

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

Plan-year 2023 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 (2,328 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pegasystems Inc. 401(k) Plan reported net income rose from -$59M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Pegasystems Inc. 401(k) Plan end-of-year assets rose from $383M in the plan year 2022 filing to $454M in the plan year 2023 filing.
  • Pegasystems Inc. 401(k) Plan reported participants fell from 2,459 in the plan year 2022 filing to 2,328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042787865 · Pegasystems Inc PY 2023 · 401(k)

Pegasystems Inc. 401(k) Plan · $454M · 2,328 · 97th

  • SCH $454M
  • EBSA 2,328
  • PART 97th
  • TYPE 401(k)
  • NET near Capital Blue Cross Employee Savings Plan
  • BOOK ind #19925

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

Charter Manufacturing Company, Inc. Profit Sharing & Retirement PlanCharter Manufacturing Compan…$455MCapital Blue Cross Employee Savings PlanCapital Blue Cross Employee …$454MPegasystems Inc. 401(k) Plan$454MAcipco 401(k) Plan$454MFirst Interstate Bancsystem, Inc. 401(k) PlanFirst Interstate Bancsystem,…$454M
End-of-year total assets ($M) among Pegasystems Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$383M
Net Assets (End of Year)$454M
Net Income$71M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Pegasystems Inc. 401(k) Plan, Total assets ($B): 0.454043357 · Participants: 2328Pegasystems Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Capital Blue Cross Employee Savings Plan in PA ($454M); by covered participants it is Ugi Utilities, Inc. Savings Plan in PA (2,328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($454M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,328 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Pegasystems Inc. 401(k) Plan grew sharply - up 18.6% during 2023, from $383M to $454M. Reported net income was $71M.
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 127,072 plans that reported assets for plan year 2023 (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 Capital Blue Cross Employee Savings Plan in PA ($454M, 2,250 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 Ugi Utilities, Inc. Savings Plan in PA (2,328 participants, $552M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.