Pearson Education 401(k) match, vesting and fees
What Pearson Education's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Legacy Professionals LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 26 defined-contribution plans in management of companies and enterprises with 10,000 to 49,999 participants.
| Pearson Education: employer contribution per participant | $2,088 | |
| Peer median | $2,647 |
| Pearson Education: average balance | $152,681 | |
| Peer median | $122,788 |
| Pearson Education: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.6B at the end of plan year 2021 to $2.4B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 16,864 | $2.4B | $32.5M | $2,088 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 17,803 | $2.3B | $33.4M | $2,050 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 19,022 | $2.1B | $36.7M | $2,108 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 17,022 | $2.6B | $34M | $2,075 | 0.09% | Not published | Form 5500 ↗ |
Other Pearson Education plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pearson Inc. Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Legacy Professionals LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Pearson Education match 401(k) contributions?
The match terms for the The Pearson Retirement Plan 401(k) have not been published from its filing yet. The plan year 2024 filing reports $32.5M in employer contributions, about $2,088 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Pearson Education 401(k) match vested?
The vesting schedule for the The Pearson Retirement Plan 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Pearson Education 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Pearson Education Inc.
I left Pearson Education. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Pearson Education Inc, (201) 236-7000) or the recordkeeper, Empower Annuity Insurance Company. The Pearson Education old 401(k) page lists the contacts from every plan filing. Find an old Pearson Education 401(k)
Data from the public Form 5500 annual reports Pearson Education filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Pearson Education. Not financial advice. Report a correction · Methodology