401(k) · DOL Form 5500 · 2023

Pegasystems Inc 401(k) Plan

Data updated 2026-08-11

$454M
Total assets: 2,328
Participants: 97th
Percentile by assets: $195,036
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$454M
total plan assets (2023 EOY): 2,328
covered participants: 97th
percentile by assets (of 127,072 plans): $195,036
avg assets per participant

Where Pegasystems Inc. 401(k) Plan sits 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

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 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 →

State

Massachusetts

Industry

Professional & Technical Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Pegasystems Inc. 401(k) Plan reports 2,328 participants - 3.5x that state average ($454M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$383M
Net Assets (End of Year)	$454M
Net Income	$71M
Employer EIN	042787865
Plan Effective Date	1989-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pegasystems Inc)

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

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Pegasystems Inc. 401(k) Plan side-by-side with 3 peers →

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.

Capital Blue Cross Employee Savings Plan (PA) $454M · 2,250
Acipco 401(k) Plan (AL) $454M · 2,473
First Interstate Bancsystem, Inc. 401(k) Plan (MT) $454M · 3,750
Charter Manufacturing Company, Inc. Profit Sharing & Retirement Plan (WI) $455M · 2,261

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).

Next read for Pegasystems Inc. 401(k) Plan

Filing takeaways

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

By total assets, Pegasystems Inc. 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Pegasystems Inc's sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.