Retirement plan

THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Name: THE J. PAUL GETTY TRUST - THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN (2023) Form 5500
Creator: THE J. PAUL GETTY TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN, THE J. PAUL GETTY TRUST

THE J. PAUL GETTY TRUSTEIN 95-1790021Plan #003PY 2023

1200 GETTY CENTER DR STE 400 - LOS ANGELES, CA 900491694310-440-6886

Other plans on this EIN

1 filing

#002Retirement-$234.7M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 6, 2025 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

1200 Getty Center Drive

Los Angeles, CA 90049

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Plans declared (1)

The J. Paul Getty Trust 457(f) Deferred Compensation Plan3 emp

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Total assets (EOY)

$171.3M

-12.2% from 2016

Total participants

2,073

-2.9% from 2016

Average account balance

$83,285

-7.2% from 2016

Annual return

22.04%

-7.35 pp from 2016

Benchmarks

See 144 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants1,000-4,999

Cohort144 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$206.48M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$97K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,124

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$35

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.9+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930	Indirect Investment Fees	$57,244

Plan features & details

Pension benefit codes2E2F2G2K2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$57K

$39 / participant

Recordkeeping$53K91.9%
Contract admin$5K8.1%

% of EOY assets

0.033%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: VASQUEZ & COMPANY LLP
Auditor EIN: 330700332
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,285

$57,775+44.2%

$121,214-31.3%

$80,187+3.9%

Participation rate

98.9%

59.1%+39.8pp

69.5%+29.4pp

72.9%+26.0pp

Annual return

22.04%

20.30%+1.7pp

987.67%-965.6pp

40.40%-18.4pp

Employer contribution / active EE

$9,366

$2,132+339.4%

$4,171+124.5%

$2,980+214.4%

Participant deferral / active EE

$3,109-100.0%

$4,084-100.0%

$5,016-100.0%

Admin fee / account holder

$28

$122-77.1%

$5,647-99.5%

$145-80.8%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.9+ years

Filed as: THE VANGUARD GROUP

Service code 52 · EIN 23-1945930

Indirect Investment Fees

$57,244

THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE J. PAUL GETTY TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion