401(k) · DOL Form 5500 · 2024

Pegasystems Inc 401(k) Plan

Data updated 2026-08-25

$530M
Total assets Above avg plan size
1,922
Participants Near avg headcount
97th
Percentile by assets National rank
$275,579
Avg per participant High balance/head
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Official DOL plan name: Pegasystems Inc. 401(k) Plan · Sponsored by Pegasystems Inc · Massachusetts · Professional & Technical Services

$530M in assets, 1,922 participants

Pegasystems Inc's Pegasystems Inc. 401(k) Plan reported $530M in total assets and 1,922 participants in its 2024 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.

  • #19,792 in Professional & Technical Services (20,173 peers)

Coverage in Massachusetts

Pegasystems Inc. 401(k) Plan covers 1,922 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $530M.

#19,792
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY
5.3×
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 2024 · DOL Form 5500

$529,663,631 Top 3% higher than 97% 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

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

Plan-year 2024 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 (1,922 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pegasystems Inc. 401(k) Plan reported participants fell from 2,328 in the plan year 2023 filing to 1,922 in the plan year 2024 filing.
  • Pegasystems Inc. 401(k) Plan end-of-year assets rose from $454M in the plan year 2023 filing to $530M in the plan year 2024 filing.
  • Pegasystems Inc. 401(k) Plan reported net income rose from $71M in the plan year 2023 filing to $76M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042787865 · Pegasystems Inc PY 2024 · 401(k)

Pegasystems Inc. 401(k) Plan · $530M · 1,922 · 97th

  • IND $530M
  • IND 1,922
  • IND 97th
  • IND 401(k)
  • IND near Snowflake Inc. 401(k) Plan
  • IND ind #19792

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

Pegasystems Inc. 401(k) Plan$530MSnowflake Inc. 401(k) Plan$529MH.B. Fuller Company 401(k) & Retirement PlanH.B. Fuller Company 401(k) &…$529MUnivision Savings Tax Advantage Retirement PlanUnivision Savings Tax Advant…$529MThe Kinetic Group, Inc. 401(k) PlanThe Kinetic Group, Inc. 401(…$529M
End-of-year total assets ($M) among Pegasystems Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$454M
Net Assets (End of Year)$530M
Net Income$76M
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): 0.529663631 · Participants: 1922Pegasystems Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
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 Snowflake Inc. 401(k) Plan in CA ($529M); by covered participants it is Von Maur 401(k) Retirement Plan in IA (1,922 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($530M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,922 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 Pegasystems Inc. 401(k) Plan assets move in 2024? ▼
Pegasystems Inc. 401(k) Plan grew sharply - up 16.7% during 2024, from $454M to $530M. Reported net income was $76M.
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 123,622 plans that reported assets for plan year 2024 (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 Snowflake Inc. 401(k) Plan in CA ($529M, 4,125 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 Von Maur 401(k) Retirement Plan in IA (1,922 participants, $112M 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 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.