401(k) · DOL Form 5500 · 2023

Boyd Watterson Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
125
Participants Small participant base
76th
Percentile by assets National rank
$198,604
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

$25M in assets, 125 participants

Boyd Watterson Asset Management, LLC's Boyd Watterson Retirement Plan reported $25M in total assets and 125 participants in its 2023 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.

  • #5,683 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Boyd Watterson Retirement Plan covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#5,683
in Finance & Insurance (8,869 peers)
+35.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$24,825,532 Top 24% higher than 76% of 127,068 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 2023

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

Plan-year 2023 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 (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boyd Watterson Retirement Plan reported net income rose from -$568K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Boyd Watterson Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Boyd Watterson Retirement Plan reported participants rose from 116 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 341922005 · Boyd Watterson Asset Management, LLC PY 2023 · 401(k)

Boyd Watterson Retirement Plan · $25M · 125 · 76th

  • VS-ST $25M
  • BOY 125
  • SCH 76th
  • EBSA 401(k)
  • PART near Big River Resources West Burlington, LLC Ee 401(k) Savings Plan
  • TYPE ind #5683

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…$25MBig River Resources West Burlington, LLC Ee 401(k) Savings PlanBig River Resources West Bur…$25MGeary Pacific Corporation 401(k) Profit Sharing Plan and TrustGeary Pacific Corporation 40…$25MGreat Lakes Orthopaedic Center 401(k) Profit Sharing PlanGreat Lakes Orthopaedic Cent…$25MIg US Holdings, Inc. 401(k) PlanIg US Holdings, Inc. 401(k) …$25M
End-of-year total assets ($M) among Boyd Watterson Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$6M
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 -50510152025 Total assets ($B) Participants Boyd Watterson Retirement Plan, Total assets ($B): 0.024825532 · Participants: 125Boyd Watterson Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings 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 Big River Resources West Burlington, LLC Ee 401(k) Savings Plan in IA ($25M); by covered participants it is R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Boyd Watterson Retirement Plan surged - up 35.3% during 2023, from $18M to $25M. Reported net income was $6M.
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 127,072 plans that reported assets for plan year 2023 (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 Big River Resources West Burlington, LLC Ee 401(k) Savings Plan in IA ($25M, 211 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 R. C. Construction Co., Inc. 401(k) Salary Savings Plan in MS (125 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.