401(k) · DOL Form 5500 · 2023
Pearson Education Inc 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 11,655
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $194,889
- Avg per participant Above avg balance/head
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.
- #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.
- #1,111
- in Management of Enterprises (1,137 peers)
- +7.8%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
The Pearson Retirement Plan 401(k)'s outsized position by total assets
The Pearson Retirement Plan 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,271,435,898 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Pearson Retirement Plan 401(k)'s mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Pearson Retirement Plan 401(k) is a mega filing (11,655 participants), the rightmost band on the breakdown.
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.
Plan-year Form 5500 strip
Filing strip 221603684 · Pearson Education Inc PY 2023 · 401(k)
The Pearson Retirement Plan 401(k) · $2.3B · 11,655 · 99th
- 5500 $2.3B
- ASSETS 11,655
- PCT 99th
- EIN 401(k)
- RANK near Bridgestone Americas, Inc. Tax-Efficient Savings Plan
- PHOTO ind #1111
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 Management of Enterprises retirement plans → · Plans in New Jersey →
The Pearson Retirement Plan 401(k) in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $159M |
| Employer EIN | 221603684 |
| Plan Effective Date | 1985-11-05 |
| Filing Status | FILING 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
| 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.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
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:
- The Pearson Retirement Plan 401(k) (401(k), $2.4B, 10,332 participants)
The Pearson Retirement Plan 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Bridgestone Americas, Inc. Tax-Efficient Savings Plan in TN ($2.3B); by covered participants it is Amsi 401(k) Plan in FL (11,645 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Bridgestone Americas, Inc. Tax-Efficient Savings Plan (TN) $2.3B · 11,366
- Lifepoint Health, Inc. Retirement Plan (TN) $2.3B · 45,359
- Group Health Plan, Inc. 401(k) Plan (MN) $2.3B · 7,652
- First American Financial Corporation 401(k) Savings Plan (CA) $2.3B · 12,749
Similar participant headcount
Nearest other-state filings by covered participants (11,655 participants); asset peers above are excluded.
- Amsi 401(k) Plan (FL) 11,645 · 10 off
- Under Armour 401(k) Plan (MD) 11,667 · 12 off
- Proservice Hawaii 401(k) Plan (HI) 11,637 · 18 off
- Hertz Corporation Income Savings Plan (FL) 11,631 · 24 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.