401(k) · DOL Form 5500 · 2024

Pearson Education Inc 401(k) Plan

Data updated 2026-08-25

$2.4B
Total assets Very large vs avg
10,332
Participants Very large workforce
99th
Percentile by assets National rank
$229,850
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Pearson Retirement Plan 401(k) · Sponsored by Pearson Education Inc · New Jersey · Management of Enterprises

$2.4B in assets, 10,332 participants

Pearson Education Inc's The Pearson Retirement Plan 401(k) reported $2.4B in total assets and 10,332 participants in its 2024 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.

  • #1,109 in Management of Enterprises (1,133 peers)

Coverage in New Jersey

The Pearson Retirement Plan 401(k) covers 10,332 participants in New Jersey, 12x the typical New Jersey plan (state average ~844 per filing). Assets: $2.4B.

#1,109
in Management of Enterprises (1,133 peers)
+4.6%
assets growth YoY
24×
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 2024 · DOL Form 5500

$2,374,806,239 Top 1% higher than 99% 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

The Pearson Retirement Plan 401(k)'s mega-plan peer group by participant headcount

Plan-year 2024 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 (10,332 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Pearson Retirement Plan 401(k) reported net income fell from $159M in the plan year 2023 filing to $103M in the plan year 2024 filing.
  • The Pearson Retirement Plan 401(k) reported participants fell from 11,655 in the plan year 2023 filing to 10,332 in the plan year 2024 filing.
  • The Pearson Retirement Plan 401(k) end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.4B 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 · 401(k)

The Pearson Retirement Plan 401(k) · $2.4B · 10,332 · 99th

  • EIN $2.4B
  • EIN 10,332
  • EIN 99th
  • EIN 401(k)
  • EIN near The Huntington 401(k) Plan
  • EIN ind #1109

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

Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Agreement Empl…$2.4BHenkel 401(k) and Defined Contribution PlanHenkel 401(k) and Defined Co…$2.4BWolters Kluwer 401(k) Plan$2.4BThe Pearson Retirement Plan 401(k)The Pearson Retirement Plan …$2.4BThe Huntington 401(k) Plan$2.4B
End-of-year total assets ($B) among The Pearson Retirement Plan 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.4B
Net Income$103M
Employer EIN221603684
Plan Effective Date1985-11-05
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 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 Scatter plot of 6 data points. 050000100000150000200000 -200204060 Total assets ($B) Participants The Pearson Retirement Plan 401(k), Total assets ($B): 2.374806239 · Participants: 10332The Pearson Retirement Plan 401(k)JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck 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 $2.4B in end-of-year assets across 10,332 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $229,850 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $103M.

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 Open filing
2024 · index core 10,332 $2.4B This page

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 The Huntington 401(k) Plan in OH ($2.4B); by covered participants it is 99 Cents Only Stores LLC 401(k) Plan in CA (10,333 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,332 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 The Pearson Retirement Plan 401(k) assets move in 2024? ▼
The Pearson Retirement Plan 401(k) edged up modestly - up 4.6% during 2024, from $2.3B to $2.4B. Reported net income was $103M.
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 123,622 plans that reported assets for plan year 2024 (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 The Huntington 401(k) Plan in OH ($2.4B, 19,626 participants).
Which 401(k) plans cover a similar participant headcount to The Pearson Retirement Plan 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is 99 Cents Only Stores LLC 401(k) Plan in CA (10,333 participants, $3M 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.