BOYD WATTERSON ASSET MANAGEMENT
37 known aliases resolved via the canonical alias map
Market position · 2024
Plans served105+1 YoYRank #193 of mapped providers
Assets under administration$34.5B0.0%Market share · rank #428
Fees received$12MMedian $66,213/planSum across Schedule C direct + indirect
Net wins YoY+010 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical BOYD WATTERSON ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where BOYD WATTERSON ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Other investment fees and expenses; Investment management fees paid directly by planCode 28 | 73 | $69,689 | |
Investment management; Direct payment from the plan; Custodial (securities)Code 19 | 15 | $6,970 | |
Investment management fees paid directly by planCode 51 | 10 | $27,110 | |
Valuation (appraisals, etc.); Named fiduciary; Direct payment from the plan; Investment advisory (plan); Real estate brokerage; Investment management fees paid directly by plan; Investment managementCode 27 | 3 | $73,351 | |
Investment management fees paid indirectly by planCode 52 | 2 | $425,947 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $206,490 | |
Direct payment from the planCode 50 | 1 | $58,631 |
Competitor overlap
Percent of BOYD WATTERSON ASSET MANAGEMENT's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under BOYD WATTERSON ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | SMITH GRAHAM | $1.2B |
BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12NY · 516045262-002 | VSS STRUCTURED CAPITAL PARALLEL III | $155M |
BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUNDFL · 561351864-001 | INTERCONTINENTAL REAL ESTATE CORP | $154M |
BEER INDUSTRY - LOCAL UNION NO. 703 PENSION FUND TRUSTEESIL · 366522619-001 | RIVER ROAD ASSET MANAGEMENT | $125M |
BOARD OF TRUSTEES - MIDWEST PENSION PLANIL · 366512748-001 | ASB CAPITAL MANAGEMENT | $123M |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL PENSION PLANOH · 346666753-001 | COMERICA BANK | $80M |
BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUNDOH · 346720162-001 | ANDCO CONSULTING | $80M |
TUSCALOOSA PLUMBERS & STEAMFITTERS LOCAL 372 PENSION PLANAL · 630267566-002 | US REAL ESTATE INVESTMENT FUND LLC | $61M |
ROOFERS LOCAL NO. 241 PENSION FUNDNY · 516125180-001 | MORGAN STANLEY SMITH BARNEY | $36M |
TRUSTEES OF PLASTERERS' LOCAL 8 PENSION FUNDPA · 232652951-002 | BENESYS, INC. | $28M |
Plans lost in 2024
Appeared last year under BOYD WATTERSON ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | SMART SOURCE LLC | $1.5B |
JT BD OF TRUSTEES OF SOUTHEASTERN CARPS & MILLWRIGHTS PENSION PLANTN · 586080306-002 | THE YOUNGDAHL LAW FIRM, P.C. | $535M |
PLUMBERS AND STEAMFITTERS 486 PENSION FUND BOARD OF TRUSTEESMD · 526124449-001 | INTERCONTINENTAL REAL ESTATE CORP | $350M |
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLANNJ · 136528181-001 | SLC MANAGEMENT | $172M |
JOINT BOARD OF TRUSTEES BRICKLAYER PENSION TRUST FUNDMI · 516030972-001 | BENESYS, INC. | $164M |
BD OF TRUSTEES PLUMBERS & STEAMFITTERS LOCAL 118WI · 396187966-001 | THE SEGAL COMPANY | $99M |
MILLWRIGHT & MACHINERY ERECTORS LOCAL 1192 DEFINED CONTRIBUTIONTN · 630935670-001 | THE YOUNGDAHL LAW FIRM, P.C. | $98M |
MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY PURCHASE PENSION TRUSTTN · 630875713-001 | ULLICO | $41M |
BOARD OF TRUSTEES OP PLASTERERS & CEMENT MASONS L262 PENSIONNY · 136369468-001 | AMERICAN FUNDS | $38M |
BOARD OF TRUSTEES OF THE BIRMINGHAM P & S LU 91 PFAL · 630437949-001 | ABBEY STREET LLC | $28M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $85,002 | 10y | - |
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUNDNJ · 226032103-001 | $1.8B | 14,241 | $353,290 | 6y | - |
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | $1.7B | 9,502 | $203,312 | 1y | - |
BOARD OF TRUSTEES, NYSA-ILA PENSION TRUST FUND AND PLANNJ · 135652028-001 | $1.4B | 8,915 | $851,894 | 4y | - |
BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITYMI · 386242188-001 | $1.4B | 22,212 | $947,192 | 10y | - |
METAL TRADES BRANCH LOCAL 638 PENSION FUNDNY · 132541630-001 | $1.0B | 6,271 | $354,451 | 5y | - |
EXCAVATORS UNION LOCAL 731 ANNUITY BOARD OF TRUSTEESNY · 510136348-001 | $953M | 10,720 | $121,555 | 10y | - |
LABORERS DISTRICT COUNCIL OF W PA PENSION FUND BOARD OF TRUSTEESPA · 256135576-001 | $948M | 16,000 | $121,857 | 9y | - |
BOARD OF TRUSTEES,LABORERS PENSION TRUST FUND-DETROIT AND VICINITYMI · 516030973-001 | $886M | 11,153 | $35,820 | 10y | - |
BOARD OF TRUSTEES,IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NECAPA · 256032108-001 | $823M | 4,769 | $58,631 | 2y | - |
Flag exposure
94.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (37)
Raw Schedule C names collapsed into BOYD WATTERSON ASSET MANAGEMENT.
- BOYD
- BOYD GSA
- BOYD WATERSON
- BOYD WATERSON ASSET MANAGEMENT
- BOYD WATERSON ASSET MANAGEMENT LLC
- BOYD WATERSON ASSET MANAGEMENT, LLC
- BOYD WATERSON ASSET MGMT LLC
- BOYD WATERSON ASSETS MANAGEMENT LLC
- BOYD WATTERSON
- BOYD WATTERSON ASSET MANAGEMENT
- BOYD WATTERSON ASSET MANAGEMENT COM
- BOYD WATTERSON ASSET MANAGEMENT LLC
- BOYD WATTERSON ASSET MANAGEMENT, LL
- BOYD WATTERSON ASSET MANAGEMENT,LLC
- BOYD WATTERSON ASSET MANAGMENT LLC
- BOYD WATTERSON ASSET MANAGMENT, LLC
- BOYD WATTERSON ASSET MANGAEMENT LLC
- BOYD WATTERSON ASSET MANGEMENT
- BOYD WATTERSON ASSET MGMT
- BOYD WATTERSON ASSET MGMT LLC
- BOYD WATTERSON ASSET MGMT, LLC
- BOYD WATTERSON ASSET MGMT.
- BOYD WATTERSON ASSET MGMT. CO.
- BOYD WATTERSON ASSET MGMT., LLC
- BOYD WATTERSON ASSET MGT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for BOYD WATTERSON ASSET MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BOYD WATTERSON ASSET MANAGEMENT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).