Defined Benefit (Pension) · DOL Form 5500 · 2023

Pearson Education, Inc. Pension Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
374
Participants Below avg headcount
91st
Percentile by assets National rank
$245,724
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

$92M in assets, 374 participants

Pearson Education, Inc.'s Pearson Inc. Pension Plan reported $92M in total assets and 374 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,439 in Information & Media (2,818 peers)

Coverage in New Jersey

Pearson Inc. Pension Plan covers 374 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $92M.

#2,439
in Information & Media (2,818 peers)
+12.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$91,900,595 Top 9% higher than 91% of 127,068 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 2023

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

Plan-year 2023 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 (374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pearson Inc. Pension Plan reported net income rose from -$27M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pearson Inc. Pension Plan reported participants fell from 432 in the plan year 2022 filing to 374 in the plan year 2023 filing.
  • Pearson Inc. Pension Plan end-of-year assets rose from $82M in the plan year 2022 filing to $92M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221603684 · Pearson Education, Inc. PY 2023 · Defined Benefit (Pension)

Pearson Inc. Pension Plan · $92M · 374 · 91st

  • EOY $92M
  • EOY 374
  • EOY 91st
  • EOY Defined Benefit (Pension)
  • EOY near Baycoast Bank Pension Plan
  • EOY ind #2439

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

Altru Health System Cash Balance PlanAltru Health System Cash Bal…$92MThe Retirement Benefit Plan of Sky Chefs, Inc. for Employees Represented by Unite HereThe Retirement Benefit Plan …$92MBaycoast Bank Pension Plan$92MPearson Inc. Pension Plan$92MUpper Peninsula Power Company Retirement PlanUpper Peninsula Power Compan…$92M
End-of-year total assets ($M) among Pearson Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$92M
Net Income$10M
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Pearson Inc. Pension Plan, Total assets ($B): 0.091900595 · Participants: 374Pearson Inc. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon 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 Baycoast Bank Pension Plan in MA ($92M); by covered participants it is Gatx Corporation Noncontributory Pension Plan for Hourly Employees in IL (374 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. 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 2023? ▼
Pearson Inc. Pension Plan grew at a solid clip - up 12.1% during 2023, from $82M to $92M. Reported net income was $10M.
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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Baycoast Bank Pension Plan in MA ($92M, 483 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 Gatx Corporation Noncontributory Pension Plan for Hourly Employees in IL (374 participants, $77M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.