Profit Sharing · DOL Form 5500 · 2022

Pearson Financial Corporation Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2
Participants Small participant base
49th
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: Pearson Financial Corporation Employee Benefit Pension Plan · Sponsored by Pearson Financial Corporation · Texas · Finance & Insurance

$5M in assets, 2 participants

Pearson Financial Corporation's Pearson Financial Corporation Employee Benefit Pension Plan reported $5M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,186 in Finance & Insurance (9,261 peers)

Pearson Financial Corporation multi-year trail

Pearson Financial Corporation's plans moved +12.6% in assets from 2022 to 2024; this filing shows Pearson Financial Corporation Employee Benefit Pension Plan at $5M / 2 participants.

#3,186
in Finance & Insurance (9,261 peers)
+3.9%
assets growth YoY

Pearson Financial Corporation Employee Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Pearson Financial Corporation Employee Benefit Pension Plan vs every filed plan by assets

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

$4,728,375 49th percentile higher than 49% 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 Financial Corporation Employee Benefit Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pearson Financial Corporation Employee Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 751011011 · Pearson Financial Corporation PY 2022 · Profit Sharing

Pearson Financial Corporation Employee Benefit Pension Plan · $5M · 2 · 49th

  • PHOTO $5M
  • IND 2
  • EOY 49th
  • 5500 Profit Sharing
  • ASSETS near Note Kitchen & Bar, Inc. Retirement Plan
  • PCT ind #3186

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 Finance & Insurance retirement plans → · Plans in Texas →

Pearson Financial Corporation Employee Benefit Pension Plan in the asset neighbourhood

Pearson Financial Corporation Employee Benefit Pension PlanPearson Financial Corporatio…$5MNote Kitchen & Bar, Inc. Retirement PlanNote Kitchen & Bar, Inc. Ret…$5MDepaul Community Resources 403b PlanDepaul Community Resources 4…$5MSerralles Hotel, Inc Retirement Savings PlanSerralles Hotel, Inc Retirem…$5MC.J. Dannemiller Co., Inc. Profit Sharing PlanC.J. Dannemiller Co., Inc. P…$5M
End-of-year total assets ($M) among Pearson Financial Corporation Employee Benefit Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pearson Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Pearson Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.610526872339864% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.73M $5.32M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 2 $5M
2023 1 2 $5M
2024 1 2 $5M

Pearson Financial Corporation filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$169K
Employer EIN751011011
Plan Effective Date1980-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Pearson Financial Corporation Employee Benefit Pension Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Pearson Financial Corporation Employee Benefit Pension Plan, Total assets ($B): 0.004728375 · Participants: 2Pearson Financial Corporation Employee Benefit Pension PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Pearson Financial Corporation Employee Benefit Pension Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Pearson Financial Corporation Employee Benefit Pension Plan side-by-side with 3 peers →

Pearson Financial Corporation Employee Benefit Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Note Kitchen & Bar, Inc. Retirement Plan in CT ($5M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Financial Corporation Employee Benefit Pension Plan assets move in 2022? ▼
Pearson Financial Corporation Employee Benefit Pension Plan edged up modestly - up 3.9% during 2022, from $5M to $5M. Reported net income was $169K.
How have Pearson Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pearson Financial Corporation's sponsor-wide assets grew 12.6%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Pearson Financial Corporation Employee Benefit Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Note Kitchen & Bar, Inc. Retirement Plan in CT ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Pearson Financial Corporation Employee Benefit Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 751011011.

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.