Filings through .
Boyd Watterson Asset Management
Matched across 36 name variants in the filings
Boyd Watterson Asset Management summary
Boyd Watterson Asset Management appears on 110 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $39.3B in assets for 500,486 participants. The median client plan holds $168M. Most client plans are sponsored in NY, PA and TN. The largest clients by plan assets are Board of Directors, Motion Picture Industry Pension, Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund and Trustees of the Plumbers Pension Fund, Local 130, U.A.. Plans reported $11.9M in direct and indirect compensation paid to Boyd Watterson Asset Management. The median is $66K per plan.
- Participants
- 500,486
- Median plan assets
- $168M
- Median plan participants
- 1,862
- Median fees per plan
- $66K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- CAParticipants 108,417
- NJParticipants 14,241
- ILParticipants 9,502
- NJParticipants 8,635
- MIParticipants 22,212
- NYParticipants 10,879
- PAParticipants 16,300
- NYParticipants 6,271
- NYParticipants 8,541
- PAParticipants 4,982
- MIParticipants 11,153
- MOParticipants 13,685
- PAParticipants 5,302
- MOParticipants 6,694
- PAParticipants 4,671
- NYParticipants 3,554
- NYParticipants 13,725
- NYParticipants 2,398
- WVParticipants 7,245
- MIParticipants 5,300
- WVParticipants 4,062
- MIParticipants 17,503
- PAParticipants 4,207
- ILParticipants 13,533
- NYParticipants 3,227
Top client states
- NY28 plans
- PA19 plans
- TN12 plans
- MI10 plans
- NJ9 plans
Frequently asked questions
- Who uses Boyd Watterson Asset Management?
- 110 retirement plans list Boyd Watterson Asset Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Directors, Motion Picture Industry Pension, Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund, Trustees of the Plumbers Pension Fund, Local 130, U.A., Board of Trustees, Nysa-Ila Pension Trust Fund and Plan and Board of Trustees of Carpenters' Pension Trust Funddetroit&Vicinity. Most client plans are sponsored in NY, PA and TN.
- How many plans does Boyd Watterson Asset Management serve?
- Boyd Watterson Asset Management serves 110 retirement plans with $39.3B in plan assets and 500,486 participants, based on the latest Form 5500 filings through 2024.
- What does Boyd Watterson Asset Management charge?
- Plans reported $11.9M in total Schedule C compensation paid to Boyd Watterson Asset Management. The median plan paid $66K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Boyd Watterson Asset Management analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets