Defined Benefit (Pension) · DOL Form 5500 · 2023

J.G. Boswell Company Pension Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
304
Participants Below avg headcount
88th
Percentile by assets National rank
$222,249
Avg per participant Above avg balance/head
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Official DOL plan name: J.G. Boswell Company Employees' Retirement Plan · Sponsored by J.G. Boswell Company · California · Agriculture, Forestry & Fishing

$68M in assets, 304 participants

J.G. Boswell Company's J.G. Boswell Company Employees' Retirement Plan reported $68M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #1,203 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

J.G. Boswell Company Employees' Retirement Plan covers 304 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $68M.

#1,203
in Agriculture, Forestry & Fishing (1,288 peers)
-4.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

J.G. Boswell Company Employees' Retirement Plan's outsized position by total assets

J.G. Boswell Company Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$67,563,732 Top 12% higher than 88% 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

J.G. Boswell Company Employees' 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. J.G. Boswell Company Employees' Retirement Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J.G. Boswell Company Employees' Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • J.G. Boswell Company Employees' Retirement Plan reported participants fell from 336 in the plan year 2022 filing to 304 in the plan year 2023 filing.
  • J.G. Boswell Company Employees' Retirement Plan end-of-year assets fell from $71M in the plan year 2022 filing to $68M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 950563800 · J.G. Boswell Company PY 2023 · Defined Benefit (Pension)

J.G. Boswell Company Employees' Retirement Plan · $68M · 304 · 88th

  • EBSA $68M
  • PART 304
  • TYPE 88th
  • NET Defined Benefit (Pension)
  • BOOK near Armed Forces Benefit Association Employee Pension Plan
  • VS-ST ind #1203

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

J.G. Boswell Company Employees' Retirement Plan in the asset neighbourhood

32bj/Broadway League Pension Fund32bj/Broadway League Pension…$68MCopic Companies Defined Benefit Pension Plan and TrustCopic Companies Defined Bene…$68MArmed Forces Benefit Association Employee Pension PlanArmed Forces Benefit Associa…$68MJ.G. Boswell Company Employees' Retirement PlanJ.G. Boswell Company Employe…$68MTuality Healthcare Retirement PlanTuality Healthcare Retiremen…$67M
End-of-year total assets ($M) among J.G. Boswell Company Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$67M
Net Income-$3M
Employer EIN950563800
Plan Effective Date1945-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J.G. Boswell Company)

Sponsor-wide plan assets over time

All J.G. Boswell Company plans reported in each filing year

Latest sponsor-wide plan assets
$136M 9.592306238075325% vs 2022
2024 filing year
$120M$125M$130M$135M$140M 202220232024 $124M $136M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 955 $124M
2023 2 941 $131M
2024 2 944 $136M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

J.G. Boswell Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants J.G. Boswell Company Employees' Retirement Plan, Total assets ($B): 0.067563732 · Participants: 304J.G. Boswell Company Employees' Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
J.G. Boswell Company Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare J.G. Boswell Company Employees' Retirement Plan side-by-side with 3 peers →

J.G. Boswell Company Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Armed Forces Benefit Association Employee Pension Plan in VA ($68M); by covered participants it is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in NJ (304 participants). Same-state nearby plans are listed separately above.

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 J.G. Boswell Company Employees' Retirement Plan assets move in 2023? ▼
J.G. Boswell Company Employees' Retirement Plan edged down modestly - down 4.6% during 2023, from $71M to $68M. Reported net income was -$3M.
How have J.G. Boswell Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.G. Boswell Company's sponsor-wide assets grew 9.6%, from $124M to $136M.
Where does J.G. Boswell Company Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
J.G. Boswell Company Employees' Retirement Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to J.G. Boswell Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Armed Forces Benefit Association Employee Pension Plan in VA ($68M, 166 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to J.G. Boswell Company Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement Plan in NJ (304 participants, $62M 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 950563800.

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.