Other · DOL Form 5500 · 2023

The J. Paul Getty Trust Retirement Plan

Data updated 2026-08-25

$235M
Total assets Near avg plan size
1,382
Participants Near avg headcount
95th
Percentile by assets National rank
$169,856
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The J. Paul Getty Trust Employee Investment Plan · Sponsored by The J. Paul Getty Trust · California · Arts, Entertainment & Recreation

$235M in assets, 1,382 participants

The J. Paul Getty Trust's The J. Paul Getty Trust Employee Investment Plan reported $235M in total assets and 1,382 participants in its 2023 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.

  • #2,892 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

The J. Paul Getty Trust Employee Investment Plan covers 1,382 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $235M.

#2,892
in Arts, Entertainment & Recreation (2,945 peers)
+22.6%
assets growth YoY
2.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$234,741,175 Top 5% higher than 95% of 127,068 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 2023

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

Plan-year 2023 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 (1,382 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The J. Paul Getty Trust Employee Investment Plan reported net income rose from -$46M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • The J. Paul Getty Trust Employee Investment Plan end-of-year assets rose from $191M in the plan year 2022 filing to $235M in the plan year 2023 filing.
  • The J. Paul Getty Trust Employee Investment Plan reported participants rose from 1,337 in the plan year 2022 filing to 1,382 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951790021 · The J. Paul Getty Trust PY 2023 · Other

The J. Paul Getty Trust Employee Investment Plan · $235M · 1,382 · 95th

  • RANK $235M
  • RANK 1,382
  • RANK 95th
  • RANK Other
  • RANK near Pratt Institute Defined Contribution Retirement Plan
  • RANK ind #2892

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

Concord Hospital 403(b) Plan$235MThe J. Paul Getty Trust Employee Investment PlanThe J. Paul Getty Trust Empl…$235MPratt Institute Defined Contribution Retirement PlanPratt Institute Defined Cont…$235MThe Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$235MDepauw University Retirement PlanDepauw University Retirement…$234M
End-of-year total assets ($M) among The J. Paul Getty Trust Employee Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$191M
Net Assets (End of Year)$235M
Net Income$43M
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 -5051015 Total assets ($B) Participants The J. Paul Getty Trust Employee Investment Plan, Total assets ($B): 0.234741175 · Participants: 1382The J. Paul Getty Trust Employee Investment PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University 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 Pratt Institute Defined Contribution Retirement Plan in NY ($235M); by covered participants it is Lipscomb University Defined Contribution Retirement Plan in TN (1,387 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($235M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,382 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
The J. Paul Getty Trust Employee Investment Plan grew sharply - up 22.6% during 2023, from $191M to $235M. Reported net income was $43M.
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 127,072 plans that reported assets for plan year 2023 (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 Pratt Institute Defined Contribution Retirement Plan in NY ($235M, 883 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 Lipscomb University Defined Contribution Retirement Plan in TN (1,387 participants, $141M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.