2023 Form 5500 filing — Pegasystems Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001123509NAL0003254067001) for Pegasystems Inc. 401(K) Plan, reported by Pegasystems Inc under EIN 04-2787865 and plan number 001. It reports 3,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001123509NAL0003254067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pegasystems Inc
- EIN
- 04-2787865
- Plan number
- 001
- Location
- Cambridge, MA
- Participants
- 3,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $454,043,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $454,043,357
- Employer contributions
- $8,424,224
- Participant contributions
- $31,799,047
- Total income / additions
- $116,784,966
- Benefits paid
- $45,067,437
- Administrative expenses
- $191,085
- Total expenses
- $45,448,708
- Net increase / (decrease)
- $71,336,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $163,894 | not reported in the loaded dataset |
| Cbiz, Inc. | AUDITOR | $24,220 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,371 | $0 |
| Qdro Consultants Co LLC | OTHER | $600 | not reported in the loaded dataset |