Other · DOL Form 5500 · 2022

The J. Paul Getty Trust Retirement Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
1,337
Participants Near avg headcount
95th
Percentile by assets National rank
$143,170
Avg per participant Near avg balance/head
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Official DOL plan name: The J. Paul Getty Trust Employee Investment Plan · Sponsored by The J. Paul Getty Trust · California · Arts, Entertainment & Recreation

$191M in assets, 1,337 participants

The J. Paul Getty Trust's The J. Paul Getty Trust Employee Investment Plan reported $191M in total assets and 1,337 participants in its 2022 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,022 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

The J. Paul Getty Trust Employee Investment Plan covers 1,337 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $191M.

#3,022
in Arts, Entertainment & Recreation (3,077 peers)
-19.5%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The J. Paul Getty Trust Employee Investment Plan's outsized position by total assets

The J. Paul Getty Trust Employee Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$191,417,816 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The J. Paul Getty Trust Employee Investment Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The J. Paul Getty Trust Employee Investment Plan lands in the large band (1,337 participants).

Published 5500 schedule card

Filing strip 951790021 · The J. Paul Getty Trust PY 2022 · Other

The J. Paul Getty Trust Employee Investment Plan · $191M · 1,337 · 95th

  • EBSA $191M
  • EBSA 1,337
  • EBSA 95th
  • EBSA Other
  • EBSA near Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan
  • EBSA ind #3022

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in California →

The J. Paul Getty Trust Employee Investment Plan in the asset neighbourhood

University Health Physicians 403(b) Retirement PlanUniversity Health Physicians…$193MThe Culinary Institute of America Defined Contribution PlanThe Culinary Institute of Am…$193MThe Driscoll Children's Health Employer Matching and Retirement PlanThe Driscoll Children's Heal…$192MSouthern New Hampshire Medical Center 403(b) Retirement Savings Plus PlanSouthern New Hampshire Medic…$192MThe J. Paul Getty Trust Employee Investment PlanThe J. Paul Getty Trust Empl…$191M
End-of-year total assets ($M) among The J. Paul Getty Trust Employee Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$238M
Net Assets (End of Year)$191M
Net Income-$46M
Employer EIN951790021
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The J. Paul Getty Trust)

Sponsor-wide plan assets over time

All The J. Paul Getty Trust plans reported in each filing year

Latest sponsor-wide plan assets
$478M 47.33931201185668% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $324M $478M ▲ +47.3%
Year Plans Participants Total Assets
2022 3 3,253 $324M
2023 2 2,785 $406M
2024 2 2,925 $478M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The J. Paul Getty Trust Employee Investment Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The J. Paul Getty Trust Employee Investment Plan, Total assets ($B): 0.191417816 · Participants: 1337The J. Paul Getty Trust Employee Investment PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
The J. Paul Getty Trust Employee Investment Plan vs. nearby Other plans in California, assets vs. participants
Compare The J. Paul Getty Trust Employee Investment Plan side-by-side with 3 peers →

The J. Paul Getty Trust Employee Investment Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan in NH ($192M); by covered participants it is Shore Health System, Inc. 401(k) Plan in MD (1,336 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,337 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The J. Paul Getty Trust Employee Investment Plan assets move in 2022? ▼
The J. Paul Getty Trust Employee Investment Plan declined sharply - down 19.5% during 2022, from $238M to $191M. Reported net income was -$46M.
How have The J. Paul Getty Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The J. Paul Getty Trust's sponsor-wide assets grew 47.3%, from $324M to $478M.
Where does The J. Paul Getty Trust Employee Investment Plan rank by assets among Form 5500 filers? ▼
The J. Paul Getty Trust Employee Investment Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The J. Paul Getty Trust Employee Investment Plan? ▼
Among Other plans in other states, the closest by assets is Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan in NH ($192M, 2,177 participants).
Which Other plans cover a similar participant headcount to The J. Paul Getty Trust Employee Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is Shore Health System, Inc. 401(k) Plan in MD (1,336 participants, $108M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951790021.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.