Defined Benefit (Pension) · DOL Form 5500 · 2022

Pearson Education, Inc. Pension Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
432
Participants Below avg headcount
92nd
Percentile by assets National rank
$189,767
Avg per participant Above avg balance/head
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Official DOL plan name: Pearson Inc. Pension Plan · Sponsored by Pearson Education, Inc. · New Jersey · Information & Media

$82M in assets, 432 participants

Pearson Education, Inc.'s Pearson Inc. Pension Plan reported $82M in total assets and 432 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #2,554 in Information & Media (2,911 peers)

Where Pearson Inc. Pension Plan sits by assets

Pearson Inc. Pension Plan sits in the top 10% of all filed plans by assets, $82M for 432 participants (~$189,767/participant), down 24.5% in 2022.

#2,554
in Information & Media (2,911 peers)
-24.5%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Pearson Inc. Pension Plan's outsized position by total assets

Pearson Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$81,979,250 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Pearson Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pearson Inc. Pension Plan sits mid-pack in the medium band (432 participants).

DOL schedule card

Filing strip 221603684 · Pearson Education, Inc. PY 2022 · Defined Benefit (Pension)

Pearson Inc. Pension Plan · $82M · 432 · 92nd

  • IND $82M
  • IND 432
  • IND 92nd
  • IND Defined Benefit (Pension)
  • IND near Bacardi U.S.a., Inc. Pension Plan
  • IND ind #2554

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 Information & Media retirement plans → · Plans in New Jersey →

Pearson Inc. Pension Plan in the asset neighbourhood

I B E W Local 673 Pension PlanI B E W Local 673 Pension Pl…$82MPension Plan for Ees of the Member Co-Ops of Chs IncPension Plan for Ees of the …$82MPearson Inc. Pension Plan$82MBacardi U.S.a., Inc. Pension PlanBacardi U.S.a., Inc. Pension…$82MI.B.E.W. Local Union No. 90 Pension FundI.B.E.W. Local Union No. 90 …$82M
End-of-year total assets ($M) among Pearson Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$82M
Net Income-$27M
Employer EIN221603684
Plan Effective Date1944-01-01
Filing StatusFILING 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
$2.1B$2.2B$2.3B$2.4B$2.5B 202220232024 $2.19B $2.44B ▲ +11.4%
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.

Pearson Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Pearson Inc. Pension Plan, Total assets ($B): 0.08197925 · Participants: 432Pearson Inc. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Pearson Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Pearson Inc. Pension Plan side-by-side with 3 peers →

Pearson Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Bacardi U.S.a., Inc. Pension Plan in FL ($82M); by covered participants it is Retirement Plan for Employees of Bridgeport Hospital in CT (432 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (432 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pearson Inc. Pension Plan assets move in 2022? ▼
Pearson Inc. Pension Plan declined sharply - down 24.5% during 2022, from $109M to $82M. Reported net income was -$27M.
How have Pearson Education, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pearson Education, Inc.'s sponsor-wide assets grew 11.5%, from $2.2B to $2.4B.
Where does Pearson Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Pearson Inc. Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pearson Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bacardi U.S.a., Inc. Pension Plan in FL ($82M, 66 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pearson Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Bridgeport Hospital in CT (432 participants, N/A in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

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