Educational Testing Service 401(k) and retirement plans

Educational Testing Service, Princeton, NJ. EIN 21-0634479. Annual reports 2009–2024. Also filed as Psi Services LLC; Lifelong Learner Holdings, LLC.

Educational Testing Service has 3 active retirement plans on file. The largest is the Educational Testing Service 401(A) Retirement Plan, with 7,715 participants and $593 million in assets in 2024. Fidelity has been its recordkeeper since 2019. No traditional pension plan appears in Educational Testing Service's filings since 2009.

Active plans: 3
Participants: 16,093
Plan assets: $1.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 3
Industry: Education

All 3 plans

Active plans first

Educational Testing Service 401(A) Retirement Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 21-0634479
Participants (2024): 7,715
Net assets (2024): $593 million
Recordkeeper: Fidelity2019–2024
Plan administrator: Educational Testing Service
Rosedale Road
Princeton, NJ 08541
(609) 524-8245As filed for 2024
In effect since: January 1, 1948

Earlier plan names: Educational Testing Service Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,715	$593 million	Fidelity
2023	5,723	$577 million	Fidelity
2022	5,984	$525 million	Fidelity
2021	5,992	$632 million	Fidelity
2020	6,151	$593 million	Fidelity
2019	6,458	$555 million	Fidelity
2018	6,907	$486 million	not listed
2017	7,019	$526 million	not listed
2016	7,077	$465 million	not listed
2015	5,160	$439 million	not listed
2014	4,982	$436 million	not listed
2013	4,912	$416 million	not listed
2012	4,451	$366 million	not listed
2011	4,254	$337 million	not listed
2010	3,962	$340 million	not listed
2009	4,057	$317 million	not listed

Educational Testing Service 403(b) Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 21-0634479
Participants (2024): 7,041
Net assets (2024): $982 million
Recordkeeper: Fidelity2010–2024
Plan administrator: Educational Testing Service
Rosedale Road
Princeton, NJ 08541
(609) 524-8245As filed for 2024
In effect since: January 1, 1964

Earlier plan names: Educational Testing Service 403B Plan; Educational Testing Service 403B Match Plan; Educational Testing Service 403(b) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,041	$982 million	Fidelity
2023	6,267	$929 million	Fidelity
2022	5,492	$822 million	Fidelity
2021	6,486	$1.0 billion	Fidelity
2020	6,664	$917 million	Fidelity
2019	7,036	$851 million	Fidelity
2018	5,712	$731 million	Fidelity
2017	5,778	$790 million	Fidelity
2016	5,411	$681 million	Fidelity
2015	5,102	$632 million	Fidelity
2014	5,104	$620 million	Fidelity
2013	4,774	$579 million	Fidelity
2012	5,543	$497 million	Fidelity
2011	5,501	$449 million	Fidelity
2010	5,151	$449 million	Fidelity
2009	4,647	$407 million	not listed

Psi 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 20-5910717
Participants (2024): 1,337
Net assets (2024): $36.9 million
Recordkeeper: FidelityEarlier: John Hancock (2015–2020), New York Life Investment Management (2012–2014), Dailyaccess (2009–2011)
Plan administrator: Educational Testing Service
660 Rosedale Road and Carter Road
Princeton, NJ 08541
(609) 734-1988As filed for 2024
In effect since: August 1, 2024

Earlier sponsors: Psi Services LLC (2009–2021); Lifelong Learner Holdings, LLC (2022–2023).

Earlier plan names: Psi Services LLC 401(k) Plan; Lifelong Learner Holdings 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,337	$36.9 million	Fidelity
2023	1,658	$73.4 million	Fidelity
2022	1,308	$60.6 million	Fidelity
2021	1,282	$67.9 million	Fidelity
2020	1,503	$64.1 million	John Hancock
2019	1,567	$48.6 million	John Hancock
2018	1,273	$36.5 million	John Hancock
2017	1,216	$34.5 million	John Hancock
2016	940	$24.0 million	John Hancock
2015	588	$9.6 million	John Hancock
2014	528	$7.7 million	New York Life Investment Management
2013	480	$6.6 million	New York Life Investment Management
2012	440	$5.4 million	New York Life Investment Management
2011	375	$4.4 million	Dailyaccess
2010	347	$4.2 million	Dailyaccess
2009	355	$3.7 million	Dailyaccess

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Educational Testing Service 401(A) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((609) 524-8245). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 3 plans

Educational Testing Service 401(A) Retirement Plan

Educational Testing Service 403(b) Retirement Savings Plan

Psi 401(k) Plan

If you had money in one of these plans

What these numbers are

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