Profit Sharing · DOL Form 5500 · 2023
The J. Paul Getty Trust Profit Sharing Plan
Data updated 2026-08-11
- $171M
- Total assets
- 1,403
- Participants
- 94th
- Percentile by assets
- $122,107
- Avg per participant
Official DOL plan name: The J. Paul Getty Trust Defined Contribution Retirement Plan · Sponsored by The J. Paul Getty Trust · California · Arts, Entertainment & Recreation
$171M in assets, 1,403 participants
The J. Paul Getty Trust's The J. Paul Getty Trust Defined Contribution Retirement Plan reported $171M in total assets and 1,403 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #2,875 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in California
The J. Paul Getty Trust Defined Contribution Retirement Plan covers 1,403 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $171M.
- $171M
- total plan assets (2023 EOY)
- 1,403
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $122,107
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The J. Paul Getty Trust Defined Contribution Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- The J. Paul Getty Trust Defined Contribution Retirement Plan end-of-year assets rose from $133M in the plan year 2022 filing to $171M in the plan year 2023 filing.
- The J. Paul Getty Trust Defined Contribution Retirement Plan reported participants rose from 1,357 in the plan year 2022 filing to 1,403 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The J. Paul Getty Trust Defined Contribution Retirement Plan reports 1,403 participants - 2.2x that state average ($171M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $171M |
| Net Income | $38M |
| Employer EIN | 951790021 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The J. Paul Getty Trust)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,253 | $324M |
| 2023 | 2 | 2,785 | $406M |
| 2024 | 2 | 2,925 | $478M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The J. Paul Getty Trust Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The J. Paul Getty Trust Defined Contribution Retirement Plan by total assets, not by location.
- United Union of Roofers - Local 8 Annuity Fund (NY) $171M · 1,823
- Strand Associates, Inc. Employees Profit Sharing Trust (WI) $171M · 485
- The Hoffman Employee Retirement Income Plan (OR) $172M · 485
- Electrical Workers Pension Fund Part B (MN) $170M · 504
Frequently Asked Questions
How did The J. Paul Getty Trust Defined Contribution Retirement Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on The J. Paul Getty Trust Defined Contribution Retirement Plan's numbers.
- By total assets, The J. Paul Getty Trust Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- The J. Paul Getty Trust's sponsor-wide assets have grown 47.3% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans