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Original filing (PDF)20251014213437NAL0001822579001
PEARSON EDUCATION, INC.
Form 5500
FILING_RECEIVED
PEARSON INC. PENSION PLAN
Defined-benefit pension plan
Signals · 3
49% in single holding~246 bps in Sched C fees6 service providers
Active participants
88
Accounts w/ balance
—
Plan assets (EOY)
$65.6M
Net assets (EOY)
$65.3M
How this plan invests
This plan
1 pooled trust
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Intermediate Duration Credit Fund" is 49% of plan.
- 246 bps in Schedule C fees — 1438% above peer band of 16 bps.
- Plan is frozen (1I) — no new benefit accrual.
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
(212) 641-2400
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1I · Frozen plan — no new benefit accrual
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS | 12-2646110 | NEW YORK, NY | INVESTMENT ADVISORY | $33K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WTW | 53-0181291 | NEW YORK, NY | ACTUARY | $917K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE | — | NEW YORK, NY | NONE | $389K | — |
| SEI INVESTMENT COMPANY | 23-1707341 | OAKS, PA | NONE | $196K | — |
| ELLENOFF GROSSMAN & SCHOLE LLP | — | NEW YORK, NY | NONE | $64K | — |
| LEGACY PROFESSIONALS LLP | — | WESTCHESTER, IL | NONE | $18K | — |
Investments
7 direct securities · 1 pooled fund· $65.4M(100% 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.
Uncategorized
$63.3M
7 holdings
Common Collective Trust
$2.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Intermediate Duration Credit Fund | — | — | $35.2M | $32.1M | 48.8% | |
| Long Duration Credit Fund | — | — | $12.0M | $11.7M | 17.8% | |
| Global Managed Volatility Fund | — | — | $8.4M | $8.0M | 12.1% | |
| Zero coupon, due 11/15/34 | — | — | $5.4M | $5.4M | 8.3% | |
| Zero coupon, due 11/15/38 | — | — | $2.7M | $2.6M | 4.0% | |
| Zero coupon, due 11/15/30 | — | — | $2.5M | $2.6M | 3.9% | |
| SEI CORE PROP COLLECTIVE INV TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $853K | $2.1M | 3.2% | |
| SEI Government Fund | — | — | $1.0M | $1.0M | 1.5% |