Other · DOL Form 5500 · 2024
The J. Paul Getty Trust Retirement Plan
Data updated 2026-08-25
- $271M
- Total assets Near avg plan size
- 1,451
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $187,092
- Avg per participant Above avg balance/head
Official DOL plan name: The J. Paul Getty Trust Employee Investment Plan · Sponsored by The J. Paul Getty Trust · California · Arts, Entertainment & Recreation
$271M in assets, 1,451 participants
The J. Paul Getty Trust's The J. Paul Getty Trust Employee Investment Plan reported $271M in total assets and 1,451 participants in its 2024 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.
- #2,871 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in California
The J. Paul Getty Trust Employee Investment Plan covers 1,451 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $271M.
- #2,871
- in Arts, Entertainment & Recreation (2,921 peers)
- +15.6%
- assets growth YoY
- 2.7×
- 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 2024 · DOL Form 5500
$271,470,458 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The J. Paul Getty Trust Employee Investment Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (1,451 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The J. Paul Getty Trust Employee Investment Plan end-of-year assets rose from $235M in the plan year 2023 filing to $271M in the plan year 2024 filing.
- The J. Paul Getty Trust Employee Investment Plan reported net income fell from $43M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- The J. Paul Getty Trust Employee Investment Plan reported participants rose from 1,382 in the plan year 2023 filing to 1,451 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951790021 · The J. Paul Getty Trust PY 2024 · Other
The J. Paul Getty Trust Employee Investment Plan · $271M · 1,451 · 95th
- BOY $271M
- BOY 1,451
- BOY 95th
- BOY Other
- BOY near Macalester College 403(b) Retirement Plan
- BOY ind #2871
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
California filing particulars
| Total Assets (Beginning of Year) | $235M |
|---|---|
| Net Assets (End of Year) | $271M |
| Net Income | $37M |
| 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 Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
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 Macalester College 403(b) Retirement Plan in MN ($273M); by covered participants it is Lincoln Center Tax Deferred 403(b) Plan in NY (1,450 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($271M here).
- Macalester College 403(b) Retirement Plan (MN) $273M · 702
- Simmons University Retirement Plan (MA) $270M · 731
- Gillette Children's Specialty Healthcare Matched Savings Retirement Plan (MN) $274M · 1,504
- Concord Hospital 403(b) Plan (NH) $269M · 2,451
Similar participant headcount
Nearest other-state filings by covered participants (1,451 participants); asset peers above are excluded.
- Lincoln Center Tax Deferred 403(b) Plan (NY) 1,450 · 1 off
- Bamsi 403(b) Retirement Plan (MA) 1,454 · 3 off
- Chambersburg Hospital Bargaining 403(b) Plan (PA) 1,444 · 7 off
- The Charles Stark Draper Laboratory, Inc. Supplemental Retirement Annuity Plan (MA) 1,441 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.