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Original filing (PDF)20251015135012NAL0009916674001
PEARSON EDUCATION INC
Form 5500
FILING_RECEIVED
THE PEARSON RETIREMENT PLAN 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,848
Accounts w/ balance
15,554
Plan assets (EOY)
$2.4B
Net assets (EOY)
$2.4B
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEARSON EDUCATION INC.
Plan sponsor
Name
PEARSON EDUCATION INC
EIN
22-1603684
Address
221 RIVER STREET · HOBOKEN, NJ · 07030
Phone
(201) 236-7000
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $395K | — |
| SEGAL ADVISORS INC | — | NEW YORK, NY | NONE | $74K | — |
| ELLENOFF GROSSMAN & SCHOLE LLP | — | NEW YORK, NY | NONE | $30K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE | $13K | — |
Investments
15 pooled funds· $1.2B(53% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$944.2M
12 holdings
Pooled Separate Account
$304.4M
3 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BLACKROCK EQUITY INDEX F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | $500.2M | 21.1% |
| T. ROWE US MID CAP GRW EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | $184.6M | 7.8% |
| GREAT-WEST STABLE VALUE TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 101 | Common Collective Trust | $141.9M | 6.0% |
| BLACKROCK EAFE EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3358162 / PN 001 | Common Collective Trust | $88.8M | 3.7% |
| INTERNATIONAL BLEND II EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | $86.6M | 3.6% |
| BLACKROCK U.S. DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | $86.6M | 3.6% |
| BLACKROCK EXTENDED EQUITY MARKET FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3270116 / PN 001 | Common Collective Trust | $65.2M | 2.7% |
| CAPITAL GROUP 2020 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | $51.1M | 2.2% |
| SMALL CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | $33.2M | 1.4% |
| CAPITAL GROUP 2010 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | $10.5M | 0.4% |
| CAPITAL GROUP 2030 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | $0 | <0.1% |
| CAPITAL GROUP 2040 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | $0 | <0.1% |
| CAPITAL GROUP 2050 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | $0 | <0.1% |
| CAPITAL GROUP 2060 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | $0 | <0.1% |
| TIMESSQUARE CIT SMALL CAP GROWTH A GLOBAL TRUST COMPANY · EIN 32-6505859 / PN 001 | Common Collective Trust | $0 | <0.1% |