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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

SponsorStateAssetsParticipants
Board of Directors, Motion Picture Industry PensionCA$6.9B108,417
Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension FundNJ$1.8B14,241
Trustees of the Plumbers Pension Fund, Local 130, U.A.IL$1.7B9,502
Board of Trustees, Nysa-Ila Pension Trust Fund and PlanNJ$1.5B8,635
Board of Trustees of Carpenters' Pension Trust Funddetroit&VicinityMI$1.4B22,212
Excavators Union Local 731 Annuity Board of TrusteesNY$1.1B10,879
Laborers District Council of W PA P Pension Fund Board of TrusteesPA$1.1B16,300
Metal Trades Branch Local 638 Pension FundNY$1.0B6,271
Board of Trustees of the Painting Industry Annuity FundNY$965M8,541
Board of Trustees,ibew Local Union No 5 & Western PA Chapter NecaPA$929M4,982
Board of Trustees,laborers Pension Trust Fund-Detroit and VicinityMI$886M11,153
Joint Board of Trustees of District 9 I.A.M & A.W. Pension TrustMO$783M13,685
Board of Trustees of Steamfitters Local Union No. 420 Pension PlanPA$724M5,302
Teamsters Negotiated Pension PlanMO$713M6,694
Board of Trustees International Brotherh Electrical Workers Pension PLPA$699M4,671
Board of Trustees of the Road Carriers Local 707 Pension FundNY$664M3,554
Board of Trustees of Nurses and Local 813 Ibt Retirement PlanNY$613M13,725
Board of Trustees of Metal Lathers Local 46 Pension FundNY$584M2,398
West Virginia Laborers Pension Trust FundWV$570M7,245
Board of Trustees, Iron Workers Local No. 25MI$565M5,300
I.U.O.E. Local 132 Pension FundWV$559M4,062
Joint Board of Trustees of Mi Reg Council of Carpenters Annuity FundMI$531M17,503
Sheet Metal Workers Pension Fund of Local UnionPA$519M4,207
Ironworkers National Pension Plan Board of TrusteesIL$503M13,533
Board of Trustees Local 1298 Pension FundNY$479M3,227

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

Plans served110+6 YoYRank #181 of mapped providers
Assets under administration$39.3B0.0%Rank #431 by share of filed assets
Fees received$12MMedian $66,460/planSum across Schedule C direct + indirect
Net wins YoY+010 won - 10 lostPlan-level switch detection

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