Defined Benefit (Pension) · DOL Form 5500 · 2024

Pearson Education, Inc. Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
322
Participants Below avg headcount
87th
Percentile by assets National rank
$203,814
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

$66M in assets, 322 participants

Pearson Education, Inc.'s Pearson Inc. Pension Plan reported $66M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,315 in Information & Media (2,822 peers)

Coverage in New Jersey

Pearson Inc. Pension Plan covers 322 participants in New Jersey, about 38% of the average New Jersey filer (state average ~844 per filing). Assets: $66M.

#2,315
in Information & Media (2,822 peers)
-28.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $26M 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 2024 · DOL Form 5500

$65,628,121 Top 13% higher than 87% of 123,620 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 2024

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

Plan-year 2024 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 (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pearson Inc. Pension Plan reported net income fell from $10M in the plan year 2023 filing to -$26M in the plan year 2024 filing.
  • Pearson Inc. Pension Plan end-of-year assets fell from $92M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Pearson Inc. Pension Plan reported participants fell from 374 in the plan year 2023 filing to 322 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 221603684 · Pearson Education, Inc. PY 2024 · Defined Benefit (Pension)

Pearson Inc. Pension Plan · $66M · 322 · 87th

  • BOY $66M
  • SCH 322
  • EBSA 87th
  • PART Defined Benefit (Pension)
  • TYPE near Earle M. Jorgensen Hourly Employees Pension Plan
  • NET ind #2315

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

Essendant Pension Plan$66MConmed Corporation Retirement Pension PlanConmed Corporation Retiremen…$66MPearson Inc. Pension Plan$66MEarle M. Jorgensen Hourly Employees Pension PlanEarle M. Jorgensen Hourly Em…$66MSheet Metal 7 Zone 3 Pension FundSheet Metal 7 Zone 3 Pension…$66M
End-of-year total assets ($M) among Pearson Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$65M
Net Income-$26M
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): 0.065628121 · Participants: 322Pearson Inc. Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.095569114 · Participants: 37882Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.066557714 · Participants: 83812JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 12.855309 · Participants: 7280Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.025028912 · Participants: 16233The Prudential Merged Retirement PlanMerck US Pension Plan, Total assets ($B): 10.090083286 · Participants: 26843Merck US Pension Plan
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 Earle M. Jorgensen Hourly Employees Pension Plan in AZ ($66M); by covered participants it is Magee Rehabilitation Hospital Defined Benefit Pension Plan in PA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Pearson Inc. Pension Plan declined sharply - down 28.6% during 2024, from $92M to $66M. Reported net income was -$26M.
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 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile 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 Earle M. Jorgensen Hourly Employees Pension Plan in AZ ($66M, 231 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 Magee Rehabilitation Hospital Defined Benefit Pension Plan in PA (322 participants, $69M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.