Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Pearson Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pearson Education, Inc. · New Jersey · Information & Media

What the 2023 filing shows

Pearson Inc. Pension Plan holds $82M for 432 participants — about $189,767 per participant, down 24.5% over the 2022 plan year.

$82M
total plan assets (2022 EOY)
432
covered participants
$189,767
avg assets per participant
-24.5%
assets change YoY

The plan reported a net loss of $27M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$82M
Participants
432
State
Industry
Information & Media

What the Filing Says About Pearson Inc. Pension Plan

Pearson Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Pearson Education, Inc., headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $82M in total end-of-year assets and covers 432 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 221603684, and the plan has been effective since 1944-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $109M at the beginning of 2022 to $82M at year-end — a decline of 24.5%. Net assets (after liabilities) closed the year at $82M, with reported net income of $-26,703,835 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$109M
Total Assets (End of Year)$82M
Net Assets (End of Year)$82M
Net Income$-26,703,835
Plan TypeDefined Benefit (Pension)
Employer EIN221603684
Plan Effective Date1944-01-01
Filing StatusFILING 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 Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pearson Inc. Pension Plan?
As of the 2022 Form 5500 filing, Pearson Inc. Pension Plan holds $82M in total assets with 432 participants. It is sponsored by Pearson Education, Inc..
What type of plan is Pearson Inc. Pension Plan?
Pearson Inc. Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1944-01-01. The plan is filed with the U.S. Department of Labor under EIN 221603684.
Who sponsors the Pearson Inc. Pension Plan?
Pearson Inc. Pension Plan is sponsored by Pearson Education, Inc., located in New Jersey. The sponsor's EIN is 221603684 and the plan operates in the Information & Media industry.
How did Pearson Inc. Pension Plan perform in 2022?
Pearson Inc. Pension Plan declined by 24.5% during 2022, moving from $109M to $82M in total assets. Net income was $-26,703,835.
Where can I find official filings for Pearson Inc. Pension Plan?
Official Form 5500 filings for Pearson Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 221603684 or plan name at efast.dol.gov.
How does Pearson Inc. Pension Plan compare to other plans?
You can compare Pearson Inc. Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 221603684.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.