401(k) · DOL Form 5500 · 2024
Pegasystems Inc 401(k) Plan
Data updated 2026-08-11
- $530M
- Total assets
- 1,922
- Participants
- 97th
- Percentile by assets
- $275,579
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $530M
- total plan assets (2024 EOY)
- 1,922
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $275,579
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Pegasystems Inc. 401(k) Plan reports 1,922 participants - 2.9x that state average ($530M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $454M |
|---|---|
| Net Assets (End of Year) | $530M |
| Net Income | $76M |
| Employer EIN | 042787865 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pegasystems Inc)
| 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 $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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.
- Snowflake Inc. 401(k) Plan (CA) $529M · 4,125
- H.B. Fuller Company 401(k) & Retirement Plan (MN) $529M · 2,526
- Univision Savings Tax Advantage Retirement Plan (NJ) $529M · 3,428
- The Kinetic Group, Inc. 401(k) Plan (MN) $529M · 5,303
Frequently Asked Questions
How did Pegasystems Inc. 401(k) Plan assets move in 2024? ▼
How have Pegasystems Inc plan assets changed over time? ▼
Where does Pegasystems Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
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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