401(k) · DOL Form 5500 · 2022
Pearson Education Inc 401(k) Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 12,396
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $169,958
- Avg per participant Above avg balance/head
Official DOL plan name: The Pearson Retirement Plan · Sponsored by Pearson Education Inc · New Jersey · Management of Enterprises
$2.1B in assets, 12,396 participants
Pearson Education Inc's The Pearson Retirement Plan reported $2.1B in total assets and 12,396 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #1,168 in Management of Enterprises (1,193 peers)
Coverage in New Jersey
The Pearson Retirement Plan covers 12,396 participants in New Jersey, 15x the typical New Jersey plan (state average ~844 per filing). Assets: $2.1B.
- #1,168
- in Management of Enterprises (1,193 peers)
- -18.7%
- assets change YoY
- 21×
- vs typical plan assets (national mean)
The plan reported a net loss of $486M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Pearson Retirement Plan's outsized position by total assets
The Pearson Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,106,793,265 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Pearson Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pearson Retirement Plan is a mega filing (12,396 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 221603684 · Pearson Education Inc PY 2022 · 401(k)
The Pearson Retirement Plan · $2.1B · 12,396 · 99th
- VS-ST $2.1B
- BOY 12,396
- SCH 99th
- EBSA 401(k)
- PART near The Magna Group of Companies Retirement Savings Plans
- TYPE ind #1168
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Management of Enterprises retirement plans → · Plans in New Jersey →
The Pearson Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.6B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$486M |
| Employer EIN | 221603684 |
| Plan Effective Date | 1985-11-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pearson Education Inc)
Sponsor-wide plan assets over time
All Pearson Education Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.4B 11.497852941560717% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,828 | $2.2B |
| 2023 | 2 | 12,029 | $2.4B |
| 2024 | 2 | 10,654 | $2.4B |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Scale composition for The Pearson Retirement Plan
The Pearson Retirement Plan reports $2.1B in end-of-year assets across 12,396 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $169,958 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$486M.
This plan identity (EIN 221603684, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.4B (+12.7%) while covered participants moved from 12,396 to 10,332 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,396 | $2.1B | This page |
| 2023 | 11,655 | $2.3B | Open filing |
| 2024 · index core | 10,332 | $2.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Pearson Retirement Plan 401(k) (401(k), $2.4B, 10,332 participants)
The Pearson Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is The Magna Group of Companies Retirement Savings Plans in ($2.1B); by covered participants it is State Street Salary Savings Program in MA (12,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- The Magna Group of Companies Retirement Savings Plans () $2.1B · 22,890
- Transamerica 401(k) Retirement Savings Plan (IA) $2.1B · 7,262
- Consumers Energy Company Employees' Savings Plan (MI) $2.1B · 8,347
- Pentegra Defined Contribution Plan for Financial Institutions (NY) $2.1B · 18,103
Similar participant headcount
Nearest other-state filings by covered participants (12,396 participants); asset peers above are excluded.
- State Street Salary Savings Program (MA) 12,421 · 25 off
- New York Life Insurance Company Employee Progress-Sharing Investment Plan (NY) 12,370 · 26 off
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (AZ) 12,362 · 34 off
- General Atomics 401(k) Retirement Savings Plan (CA) 12,430 · 34 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.