Profit Sharing · DOL Form 5500 · 2024
The J. Paul Getty Trust Profit Sharing Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 1,474
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $140,080
- 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
$206M in assets, 1,474 participants
The J. Paul Getty Trust's The J. Paul Getty Trust Defined Contribution Retirement Plan reported $206M in total assets and 1,474 participants in its 2024 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.
- #2,855 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in California
The J. Paul Getty Trust Defined Contribution Retirement Plan covers 1,474 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $206M.
- #2,855
- in Arts, Entertainment & Recreation (2,921 peers)
- +20.5%
- assets growth YoY
- 2.1×
- 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 2024 · DOL Form 5500
$206,478,067 Top 6% higher than 94% 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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan lands in the large band (1,474 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The J. Paul Getty Trust Defined Contribution Retirement Plan end-of-year assets rose from $171M in the plan year 2023 filing to $206M in the plan year 2024 filing.
- The J. Paul Getty Trust Defined Contribution Retirement Plan reported net income fell from $38M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- The J. Paul Getty Trust Defined Contribution Retirement Plan reported participants rose from 1,403 in the plan year 2023 filing to 1,474 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 951790021 · The J. Paul Getty Trust PY 2024 · Profit Sharing
The J. Paul Getty Trust Defined Contribution Retirement Plan · $206M · 1,474 · 94th
- RANK $206M
- RANK 1,474
- RANK 94th
- RANK Profit Sharing
- RANK near Associated Universities Inc. Retirement Plan
- RANK ind #2855
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) | $171M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $35M |
| 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.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
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 Associated Universities Inc. Retirement Plan in VA ($205M); by covered participants it is Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan in MI (1,472 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
- Associated Universities Inc. Retirement Plan (VA) $205M · 585
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $204M · 2,710
- Cement and Concrete Workers DC Annuity Fund (NY) $210M · 1,126
- Chapman and Cutler LLP Retirement Plan (IL) $211M · 307
Similar participant headcount
Nearest other-state filings by covered participants (1,474 participants); asset peers above are excluded.
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan (MI) 1,472 · 2 off
- Americas 403b Pep (PA) 1,477 · 3 off
- Au Health Systems, Inc. 401(a) Retirement Savings Plan (GA) 1,478 · 4 off
- Meadville Medical Center Defined Contribution Retirement Plan (PA) 1,483 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.