Pegasystems Inc. 401(K) Plan — Form 5500 plan (Pegasystems Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pegasystems Inc. 401(K) Plan is a benefit plan reported by Pegasystems Inc under EIN 04-2787865 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,232 participants and $454,043,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pegasystems Inc
- EIN
- 04-2787865
- Plan number
- 001
- Plan type
- 2
- Location
- Cambridge, MA
- Latest filing year
- 2023
- Participants
- 3,232
- End-of-year plan assets
- $454,043,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,232 | H, C | 20241001123509NAL0003254067001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $454,043,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,043,357
- Net assets (BOY)
- $382,707,099
Income & contributions
- Employer contributions
- $8,424,224
- Participant contributions
- $31,799,047
- Total contributions
- $44,096,887
- Total income / additions
- $116,784,966
Expenses & distributions
- Benefits paid
- $45,067,437
- Administrative expenses
- $191,085
- Total expenses
- $45,448,708
- Net increase / (decrease)
- $71,336,258
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $163,894 | not reported in the loaded dataset | 2023 |
| Cbiz, Inc. | AUDITOR | $24,220 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,371 | $0 | 2023 |
| Qdro Consultants Co LLC | OTHER | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pegasystems Inc
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Cambridge, MA
- Morgan Stanley — Schedule C compensation
- Cbiz, Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation