Department of Labor filing

PTC SERVICES, INC.

PTC SERVICES, INC. EMPLOYEE SAVINGS PLAN · For the plan year ended Dec 31, 2025

Spot something wrong?
Public filing 2025 · received Mar 23, 2026Verified current terms Not available

Plan summary

The numbers that matter first

On the filing measures we can compare, this plan stands above many similar plans for employer contributions and/or lower administrative costs.

92filing comparison
out of 100
01 · Employer matchNot publicly available

A current plan document is needed to verify the formula.

02 · Maximum employer contributionNot yet verified

$13,629 was reported per active participant, but this is not a match limit.

03 · VestingNot yet verified

A dated plan document is needed.

04 · Fees and expenses$13

Plan-paid administrative cost per participant; fund and employee fees may be separate.

05 · Investment choicesNot yet verified

The public filing does not provide a current, complete fund menu.

06 · Eligibility and waiting periodNot yet verified

A current plan document is needed.

07 · Automatic enrollmentNot yet verified

The selected official filing does not establish a current default rate.

08 · Roth 401(k)Not yet verified

The reviewed official source does not establish current Roth availability.

09 · Employer contribution vs. peers94th percentile

Up 0.0% over the filing history shown.

10 · Plan healthComparable filing data

Participation up 0.0% · assets up 0.0% · loans 3.0% of assets

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202592out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions94th percentileTypical peer $2,235 · based on 14,690 comparable plans
Lower reported administrative expense86th percentileTypical peer $139 · based on 13,539 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, PTC SERVICES, INC. reported $27,258 in employer contributions across this plan, or $13,629 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating2

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison92/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$27,258
$13,629 per active participant
Participant contributions
$19,241
Other contributions
$0
Amounts not classified as employer or participant contributions
Employer share of contributions
58.6%
Active participants
2
Small plan
Total participants
2
2 at the beginning of the year
Ending assets
$1,336,318
$668,159 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,158,951
Ending net assets
$1,336,318
Beginning liabilities
$0
Ending liabilities
$0
Total income
$177,392
Total expenses
$25
Administrative expenses
$25
$13 per active participant
Participant loans
$40,256
3.0% of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$13,629
Administrative cost per participant
2025
$13
Active participants
2025
2
Total plan assets
2025
$1,336,318
Participant loans as a share of assets
2025
3.0%
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$13,62921.3M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
3.0%
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
133552897-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Mar 1, 1989
Industry
Wholesale trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2G2J2K3D2F

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Sep 30, 2025PTC INC. — 10-K filed 2025-11-21
Official filing · details not yet checked
What it says about employer contributions

compensation, as defined, but not more than statutory limits. We contribute 50 % of the amount contributed by the employee, up to a maximum of 3 % of the employee’s earnings. Our matching contributions vest immediately. We made matching contributions of $ 9.3 million, $ 9.2 million and $ 8.6 million in 2025, 2024 and 2023 , respectively. 13. Pension Plans We maintain several international defined benefit pension plans primarily covering certain employees of Computervision, which we acquired in 1998, and CoCreate, which we acquired in 2008, and covering employees in Japan. Benefits are based upon length of service and average compensation with vesting after one to five years of service. The pension cost was actuarially computed using assumptions applicable to each subsidiary plan and econo

What it says about fees

cash flow exclude, as applicable: stock-based compensation expense; amortization of acquired intangible assets; acquisition and transaction-related charges included in General and administrative expenses; Impairment and other charges (credits), net; non-operating charges (credits), net; and income tax adjustments. Stock-based compensation is a non-cash expense relating to stock-based awards issued to executive officers, employees and outside directors, consisting of restricted stock units. We exclude this expense as it is a non-cash expense and we assess our internal operations excluding this expense and believe it facilitates comparisons to the performance of other companies in our industry. Amortization of acquired intangible assets is a non-cash expense that is impacted by the timing an

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260323141233NAL0002102083001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗