401(k) · DOL Form 5500 · 2023

Pearson Education Inc 401(k) Plan

Data updated 2026-08-11

$2.3B
Total assets
11,655
Participants
99th
Percentile by assets
$194,889
Avg per participant
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Official DOL plan name: The Pearson Retirement Plan 401(k) · Sponsored by Pearson Education Inc · New Jersey · Management of Enterprises

$2.3B in assets, 11,655 participants

Pearson Education Inc's The Pearson Retirement Plan 401(k) reported $2.3B in total assets and 11,655 participants in its 2023 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 127,072 plans)
  • #1,111 in Management of Enterprises (1,137 peers)

Coverage in New Jersey

The Pearson Retirement Plan 401(k) covers 11,655 participants in New Jersey, 14x the typical New Jersey plan (state average ~844 per filing). Assets: $2.3B.

$2.3B
total plan assets (2023 EOY)
11,655
covered participants
99th
percentile by assets (of 127,072 plans)
$194,889
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pearson Retirement Plan 401(k) reported net income rose from -$486M in the plan year 2022 filing to $159M in the plan year 2023 filing.
  • The Pearson Retirement Plan 401(k) end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
  • The Pearson Retirement Plan 401(k) reported participants fell from 12,396 in the plan year 2022 filing to 11,655 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State
New Jersey
Industry
Management of Enterprises

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. The Pearson Retirement Plan 401(k) reports 11,655 participants - 14x that state average ($2.3B EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$2.1B
Net Assets (End of Year)$2.3B
Net Income$159M
Employer EIN221603684
Plan Effective Date1985-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Pearson Education Inc)

$2.1B$2.2B$2.3B$2.4B$2.5B 202220232024 $2.19B $2.44B ▲ +11.4%
Total plan assets by year, all Pearson Education Inc plans on file
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 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants

The Pearson Retirement Plan 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 01020304050 Total assets ($B) Participants The Pearson Retireme…JPMorgan Chase 401(k…Verizon Savings Plan…Johnson and Johnson …Ernst & Young Retire…Merck US Savings Plan
The Pearson Retirement Plan 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare The Pearson Retirement Plan 401(k) side-by-side with 3 peers →

Scale composition for The Pearson Retirement Plan 401(k)

The Pearson Retirement Plan 401(k) reports $2.3B in end-of-year assets across 11,655 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $194,889 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $159M.

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 Open filing
2023 11,655 $2.3B This page
2024 · index core 10,332 $2.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Pearson Retirement Plan 401(k) by total assets, not by location.

Frequently Asked Questions

How did The Pearson Retirement Plan 401(k) assets move in 2023? ▼
The Pearson Retirement Plan 401(k) grew at a solid clip - up 7.8% during 2023, from $2.1B to $2.3B. Reported net income was $159M.
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 The Pearson Retirement Plan 401(k) rank by assets among Form 5500 filers? ▼
The Pearson Retirement Plan 401(k) ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to The Pearson Retirement Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Bridgestone Americas, Inc. Tax-Efficient Savings Plan in TN ($2.3B, 11,366 participants).

Next read for The Pearson Retirement Plan 401(k)

Filing takeaways

Ways to act on The Pearson Retirement Plan 401(k)'s numbers.

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.