Profit Sharing · DOL Form 5500 · 2023
The J. Paul Getty Trust Profit Sharing Plan
Data updated 2026-08-25
- $171M
- Total assets Near avg plan size
- 1,403
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $122,107
- Avg per participant Near avg balance/head
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.
- #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.
- #2,875
- in Arts, Entertainment & Recreation (2,945 peers)
- +28.8%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
The J. Paul Getty Trust Defined Contribution Retirement Plan's outsized position by total assets
The J. Paul Getty Trust Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$171,316,676 Top 6% higher than 94% of 127,068 filed plans
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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan lands in the large band (1,403 participants).
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.
DOL schedule card
Filing strip 951790021 · The J. Paul Getty Trust PY 2023 · Profit Sharing
The J. Paul Getty Trust Defined Contribution Retirement Plan · $171M · 1,403 · 94th
- EIN $171M
- RANK 1,403
- PHOTO 94th
- IND Profit Sharing
- EOY near United Union of Roofers - Local 8 Annuity Fund
- 5500 ind #2875
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 Defined Contribution Retirement Plan in the asset neighbourhood
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)
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
| 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.
- 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
The J. Paul Getty Trust Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is United Union of Roofers - Local 8 Annuity Fund in NY ($171M); by covered participants it is Democracy Prep Public Schools, 403(b) Retirement Plan in NY (1,403 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,403 participants); asset peers above are excluded.
- Democracy Prep Public Schools, 403(b) Retirement Plan (NY) 1,403 · 0 off
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan (MI) 1,404 · 1 off
- Meadville Medical Center Defined Contribution Retirement Plan (PA) 1,409 · 6 off
- Chambersburg Hospital 401(a) Plan and Trust (PA) 1,410 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.