Defined Benefit (Pension) · DOL Form 5500 · 2024

J.G. Boswell Company Pension Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
287
Participants Below avg headcount
87th
Percentile by assets National rank
$219,342
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: J.G. Boswell Company Employees' Retirement Plan · Sponsored by J.G. Boswell Company · California · Agriculture, Forestry & Fishing

$63M in assets, 287 participants

J.G. Boswell Company's J.G. Boswell Company Employees' Retirement Plan reported $63M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #1,119 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in California

J.G. Boswell Company Employees' Retirement Plan covers 287 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $63M.

#1,119
in Agriculture, Forestry & Fishing (1,217 peers)
-6.8%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $5M 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 2024 · DOL Form 5500

$62,951,116 Top 13% higher than 87% of 123,620 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 2024

J.G. Boswell Company Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 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 (287 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • J.G. Boswell Company Employees' Retirement Plan reported net income fell from -$3M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • J.G. Boswell Company Employees' Retirement Plan end-of-year assets fell from $68M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • J.G. Boswell Company Employees' Retirement Plan reported participants fell from 304 in the plan year 2023 filing to 287 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 950563800 · J.G. Boswell Company PY 2024 · Defined Benefit (Pension)

J.G. Boswell Company Employees' Retirement Plan · $63M · 287 · 87th

  • TYPE $63M
  • TYPE 287
  • TYPE 87th
  • TYPE Defined Benefit (Pension)
  • TYPE near Fresh Mark, Inc. Pension Plan
  • TYPE ind #1119

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

Bank Hapoalim B.M. Pension PlanBank Hapoalim B.M. Pension P…$63MFresh Mark, Inc. Pension Plan$63MJ.G. Boswell Company Employees' Retirement PlanJ.G. Boswell Company Employe…$63MThe Retirement Plan of Pioneer Bank, National AssociationThe Retirement Plan of Pione…$63MThe First National Bank of Long Island Pension PlanThe First National Bank of L…$63M
End-of-year total assets ($M) among J.G. Boswell Company Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$63M
Net Income-$5M
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): 0.062951116 · Participants: 287J.G. Boswell Company Employees' Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
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 Fresh Mark, Inc. Pension Plan in OH ($63M); by covered participants it is Logan Aluminum Pension Plan in KY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
J.G. Boswell Company Employees' Retirement Plan pulled back noticeably - down 6.8% during 2024, from $68M to $63M. Reported net income was -$5M.
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 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Fresh Mark, Inc. Pension Plan in OH ($63M, 69 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 Logan Aluminum Pension Plan in KY (287 participants, $287M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.