401(k) · DOL Form 5500 · 2022

Boyd Watterson Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
116
Participants Small participant base
76th
Percentile by assets National rank
$158,172
Avg per participant Above avg balance/head
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Official DOL plan name: Boyd Watterson Retirement Plan · Sponsored by Boyd Watterson Asset Management, LLC · Ohio · Finance & Insurance

$18M in assets, 116 participants

Boyd Watterson Asset Management, LLC's Boyd Watterson Retirement Plan reported $18M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,748 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Boyd Watterson Retirement Plan covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#5,748
in Finance & Insurance (9,261 peers)
-3.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $568K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boyd Watterson Retirement Plan's outsized position by total assets

Boyd Watterson Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,347,941 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Boyd Watterson Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boyd Watterson Retirement Plan sits mid-pack in the medium band (116 participants).

EBSA filing schedule strip

Filing strip 341922005 · Boyd Watterson Asset Management, LLC PY 2022 · 401(k)

Boyd Watterson Retirement Plan · $18M · 116 · 76th

  • BOOK $18M
  • VS-ST 116
  • BOY 76th
  • SCH 401(k)
  • EBSA near Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan
  • PART ind #5748

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 Finance & Insurance retirement plans → · Plans in Ohio →

Boyd Watterson Retirement Plan in the asset neighbourhood

Boyd Watterson Retirement PlanBoyd Watterson Retirement Pl…$18MHeacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement PlanHeacox, Hartman, Koshmrl, Co…$18ME.a. Langenfeld Associates, Ltd. 401(k) Savings PlanE.a. Langenfeld Associates, …$18MSaladino's, Inc. 401(k) Profit Sharing Plan and TrustSaladino's, Inc. 401(k) Prof…$18MNhd Nonunion Retirement Savings PlanNhd Nonunion Retirement Savi…$18M
End-of-year total assets ($M) among Boyd Watterson Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$568K
Employer EIN341922005
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boyd Watterson Asset Management, LLC)

Sponsor-wide plan assets over time

All Boyd Watterson Asset Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 69.4684106516366% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $18.4M $31.1M ▲ +69.4%
Year Plans Participants Total Assets
2022 1 116 $18M
2023 1 125 $25M
2024 1 126 $31M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Boyd Watterson Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Boyd Watterson Retirement Plan, Total assets ($B): 0.018347941 · Participants: 116Boyd Watterson Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Boyd Watterson Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Boyd Watterson Retirement Plan side-by-side with 3 peers →

Boyd Watterson Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan in MN ($18M); by covered participants it is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Boyd Watterson Retirement Plan assets move in 2022? ▼
Boyd Watterson Retirement Plan edged down modestly - down 3.0% during 2022, from $19M to $18M. Reported net income was -$568K.
How have Boyd Watterson Asset Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boyd Watterson Asset Management, LLC's sponsor-wide assets grew 69.5%, from $18M to $31M.
Where does Boyd Watterson Retirement Plan rank by assets among Form 5500 filers? ▼
Boyd Watterson Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Boyd Watterson Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.a. Retirement Plan in MN ($18M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Boyd Watterson Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osprey Packs, Inc. 401(k) Profit Sharing Plan in CO (116 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341922005.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.