401(k) · DOL Form 5500 · 2022
Pearson Education Inc 401(k) Plan
Data updated 2026-08-11
- $2.1B
- Total assets
- 12,396
- Participants
- 99th
- Percentile by assets
- $169,958
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $2.1B
- total plan assets (2022 EOY)
- 12,396
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $169,958
- avg assets per participant
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.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. The Pearson Retirement Plan reports 12,396 participants - 15x that state average ($2.1B EOY assets).
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)
| 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.
The Pearson Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Pearson Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Pearson Retirement Plan assets move in 2022? ▼
How have Pearson Education Inc plan assets changed over time? ▼
Where does The Pearson Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Pearson Retirement Plan? ▼
Next read for The Pearson Retirement Plan
Filing takeaways
Ways to act on The Pearson Retirement Plan's numbers.
- By total assets, The Pearson Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Pearson Education Inc's sponsor-wide assets have grown 11.5% since 2022 across 3 plan years on file. More Management of Enterprises plans