401(k) · DOL Form 5500 · 2024

Boyd Watterson Asset Management, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
126
Participants Small participant base
78th
Percentile by assets National rank
$246,777
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

$31M in assets, 126 participants

Boyd Watterson Asset Management, LLC's Boyd Watterson Retirement Plan reported $31M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,603 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Boyd Watterson Retirement Plan covers 126 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $31M.

#5,603
in Finance & Insurance (8,549 peers)
+25.2%
assets growth YoY
0.3×
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 2024 · DOL Form 5500

$31,093,964 Top 22% higher than 78% 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

Boyd Watterson 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. Boyd Watterson Retirement Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boyd Watterson Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Boyd Watterson Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 341922005 · Boyd Watterson Asset Management, LLC PY 2024 · 401(k)

Boyd Watterson Retirement Plan · $31M · 126 · 78th

  • BOY $31M
  • BOY 126
  • BOY 78th
  • BOY 401(k)
  • BOY near Resultant, LLC 401(k) Retirement Plan
  • BOY ind #5603

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

Luck Brothers, Inc. Profit Sharing/401(k) PlanLuck Brothers, Inc. Profit S…$31MBoyd Watterson Retirement PlanBoyd Watterson Retirement Pl…$31MResultant, LLC 401(k) Retirement PlanResultant, LLC 401(k) Retire…$31MBlue Ridge Beverage Company, Inc. Profit Sharing PlanBlue Ridge Beverage Company,…$31MSouthern First Bank 401(k) PlanSouthern First Bank 401(k) P…$31M
End-of-year total assets ($M) among Boyd Watterson Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$31M
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 -505101520 Total assets ($B) Participants Boyd Watterson Retirement Plan, Total assets ($B): 0.031093964 · Participants: 126Boyd Watterson Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement 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 Resultant, LLC 401(k) Retirement Plan in IN ($31M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Boyd Watterson Retirement Plan assets move in 2024? ▼
Boyd Watterson Retirement Plan grew sharply - up 25.2% during 2024, from $25M to $31M. 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 78th 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 401(k) plans are similar in size to Boyd Watterson Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Resultant, LLC 401(k) Retirement Plan in IN ($31M, 435 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 Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 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.