Plan Ledger DOL Form 5500 · updated monthly

Ptc Inc.401(k)

PTC 401K SAVINGS PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Ptc Inc. reported $152,434 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,611 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.04% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 68th-largest of 2,726 plans among Massachusetts employers on file, and the 206th of 11,654 in professional & technical services. In 2024, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$855,963,083
Participants with balances3,789
Active participants2,450
Employer contributions$8,847,424
Employee contributions$33,020,419
Employer contribution per active participant$3,611
Average account balance$225,907
Benefits paid to participants$112,065,609
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$856.0M · 3,789 accts · $8.8M emplr
2023$816.1M · 4,120 accts · $9.1M emplr
2022$689.4M · 3,934 accts · $8.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,074
Investment management$62,500
Total administrative$152,434
The Ptc Inc. 401(k) match · 2024
Employer contribution per active participant$3,611
Median for plans this size$4,294
2024$3,611 per active participant
2023$3,551 per active participant
2022$3,703 per active participant

Ptc Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
T ROWE PRICE RPS INC · Recordkeeping · Trustee$23,997
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$17,242
UBS FINANCIAL · Consulting$62,500
ADP LLC · Other services$28,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024T. Rowe Price, Transamerica
2023Transamerica

This plan has changed recordkeepers within these filings. If you left Ptc Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$152,434 · 0.02%
2023$104,921 · 0.01%
2022$277,804 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Wayfair LLC MA$786.1M · 0.08%
Pegasystems Inc MA$529.7M · 0.04%
Alkermes, Inc. MA$480.2M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042866152 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.