Department of Labor filing

PEARSON EDUCATION INC

THE PEARSON RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Mar 31, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$3,298

Reported employer contributions per active participant.

Higher than about 47% of comparable plans

#People in the filing

9,848

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$90 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 36% of comparable plans

↗Investment performance

Not available

Plan assets changed 4.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions47th percentileTypical peer $3,577 · based on 107 comparable plans

Lower reported administrative expense36th percentileTypical peer $73 · based on 101 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, PEARSON EDUCATION INC reported $32,474,977 in employer contributions across the plan and 9,848 active participants. That works out to $3,298 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy58%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 3.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 12.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context43/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $32,474,977
Participant contributions: $63,529,180
Other contributions: $10,095,104
Employer share of reported contributions: 33.8%
Beginning assets: $2,271,435,898
Ending assets: $2,374,806,239
Ending net assets: $2,374,806,239
Ending liabilities: $0
Total income: $407,553,561
Total expenses: $304,183,220
Administrative expenses: $1,601,727
Participant loans: $14,272,184

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,178

2023

$3,231

2024

$3,298

Plan-paid administrative expenses per participant

2022

$102

2023

$105

2024

$90

Active participants

2022

11,542

2023

10,326

2024

9,848

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,298	9,848	2.4B	20260331125608NAL0000132467001
2023	$3,231	10,326	2.3B	20241014132434NAL0027382225001
2022	$3,178	11,542	2.1B	20231014082514NAL0034733297001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 221603684-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Nov 5, 1985
Industry: Management of companies
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3H3J

Current plan terms

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Filing ACK_ID20260331125608NAL0000132467001

Data sourceDOL Form 5500 bulk data ↗

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