Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Boyd Watterson Asset Management
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Boyd Watterson Asset Management is named as a service provider on the Schedule C of 79 retirement plans with 100 or more participants for plan year 2024, covering 305,844 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $10.9M. Per plan, the median was $34.11 per participant, with the middle half of plans between $14.83 and $62.22. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (24), Pennsylvania (14) and Michigan (9).
In 2009 it appeared on 13 such filings; in 2024, 83. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $14.83 | $34.11 | $62.22 |
| Compensation as a share of plan net assets | 0.02% | 0.05% | 0.10% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Carpenters' Pension Trust Fund - Detroit and Vicinity | Board of Trustees of Carpenters' Pension Trust Funddetroit&vicinity | MI | 22,212 | $1.34B | $947K |
| Michigan Regional Council of Carpenters' Annuity Fund | Joint Board of Trustees of Mi Reg Council of Carpenters Annuity Fund | MI | 17,503 | $527M | $316K |
| Heavy and General Laborers' Local Unions 472 and 172 of New Jersey Pension Fund | Board of Trustees H&GL Local Unions 472 & 172 of NJ Pension Fund | NJ | 14,241 | $1.75B | $353K |
| Nurses and Local 813 Ibt Retirement Plan | Board of Trustees of Nurses and Local 813 Ibt Retirement Plan | NY | 13,994 | $613M | $626K |
| Ironworkers National Pension Plan | Ironworkers National Pension Plan Board of Trustees | IL | 13,533 | $502M | $157K |
| Midwest Pension Plan | Board of Trustees - Midwest Pension Plan | IL | 11,544 | $122M | $70K |
| Laborers Pension Trust Fund - Detroit and Vicinity | Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity | MI | 11,153 | $884M | $36K |
| Pension Fund for Hospital and Health Care Employees, Philadelphia and Vicinity | Pension Fund for Hospital and Health Care Employees | PA | 10,841 | $352M | $245K |
| Excavators Union Local 731 Annuity Fund | Excavators Union Local 731 Annuity Board of Trustees | NY | 10,720 | $953M | $122K |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $203K |
| Laborers' District Council Construction Industry Pension Fund | Laborers' District Council Construction Industry Pension Fund | PA | 9,405 | $1.23B | $708K |
| Nysa-Ila Pension Trust Fund & Plan | Board of Trustees, Nysa-Ila Pension Trust Fund and Plan | NJ | 8,915 | $1.36B | $852K |
| Teamsters Local 210 Affiliated Pension Trust Fund | Board of Trustees Teamsters Local 210 Affiliated Pension Trust Fund | NY | 7,579 | $155M | $15K |
| United Teamster Pension Fund a | Board of Trustees of United Teamster Pension Fund a | NY | 6,859 | $343M | $42K |
| Teamsters Negotiated Pension Plan | Teamsters Negotiated Pension Plan | MO | 6,694 | $712M | $119K |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | NY | 6,271 | $1.02B | $354K |
| Laborers Local Union No. 158 Pension Plan | Laborers Local Union No. 158 Pension Fund | PA | 5,499 | $246M | $192K |
| Park Ohio Industries and Subsidiaries Pension Plan | Park Ohio Industries Inc. | OH | 5,335 | $156M | $54K |
| Iron Workers' Local No. 25 Pension Fund | Board of Trustees, Iron Workers Local No. 25 | MI | 5,300 | $563M | $90K |
| Carolina Electrical Workers Retirement Fund | Board of Trustees of Carolina Electrical Workers Retirement Fund | FL | 5,190 | $154M | $66K |
| Western PA Electrical Employees Pension Trust Fund | Board of Trustees,ibew Local Union No 5 & Western PA Chapter Neca | PA | 4,769 | $823M | $59K |
| Laborers District Council Pension and Disability Trust Fund No. 2 | Laborers District Council Pension and Disability Trust Fund No. 2 | MD | 4,494 | $146M | $210K |
| Sheet Metal Workers Pension Fund of Local Union No. 19 | Sheet Metal Workers Pension Fund of Local Union | PA | 4,207 | $519M | $295K |
| Usw District 10, Local 286, Pension Plan | Board of Trustees Usw District 10,LOCAL 286, | PA | 4,012 | $72.2M | $123K |
| United Union of Roofers - Local 8 Annuity Fund | United Union of Roofers Local 8 Annuity Fund | NY | 3,569 | $189M | $180K |
| Road Carriers Local 707 Pension Fund | Board of Trustees of the Road Carriers Local 707 Pension Fund | NY | 3,554 | $663M | $115K |
| Refrigeration, A/c & Service Div. (Ua-Nj) Pension Plan | Refrigeration, A/c & Service Div. (Ua-Nj) Pension Fund | NJ | 3,374 | $410M | $213K |
| Sheet Metal Workers Local Union No. 80 Pension Fund | Trustees of Sheet Metal Workers Local Union No. 80 Pension Fund | MI | 3,275 | $418M | $31K |
| Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund | Board of Trustees Local 1298 Pension Fund | NY | 3,227 | $473M | $317K |
| Iron Workers District Council of TN Valley & Vicinity Pension Plan | Iron Workers District Council of TN Valley & Vicinity Pension Plan | TN | 3,203 | $184M | $59K |
| Laborers Local 1298 of Nassau & Suffolk Counties Annuity Fund | Board of Trustees Local 1298 Annuity Fund | NY | 2,968 | $281M | $269K |
| Iron Workers Pension Plan of Western Pennsylvania | Board of Trustees Iron Workers Pension Plan of Western PA | PA | 2,936 | $297M | $67K |
| Teamsters Local Union 331 Severance Trust Fund | Teamsters Local Union 331 Severance Trust Fund | NJ | 2,909 | $36.0M | $14K |
| UA Local 190 Pension Plan | Joint Board of Trustees of the UA Local 190 Pension Plan | MI | 2,629 | $286M | $117K |
| New Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan | Board of Trustees, New Orleans Employers International Longshoremen's | LA | 2,467 | $136M | $78K |
| South Florida Electrical Workers Pension Plan | Trustees of South Florida Electrical Workers Pension Plan | AZ | 2,348 | $148M | $77K |
| Teamsters Local 830 Pension Plan | Teamsters Local 830 Pension Plan | PA | 2,247 | $188M | $199K |
| Pension Fund for Nursing and Health Care Employees | Pension Fund for Nursing and Health Care Employees | PA | 2,102 | $72.5M | $95K |
| Teamsters Local Union No. 115 Pension Plan | Teamsters Local Union NO.115 Pension Plan | PA | 2,097 | $131M | $19K |
| Beer Industry - Local Union No. 703 Pension Fund | Beer Industry - Local Union No. 703 Pension Fund Trustees | IL | 2,061 | $125M | $51K |
Questions and answers
How many plans does Boyd Watterson Asset Management serve?
79 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Boyd Watterson Asset Management?
The median plan reported $34.11 per participant in direct and indirect compensation (79 plans reporting an amount), or 0.05% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (67 plans), Custodial (securities) (10 plans), Named fiduciary (4 plans) and Valuation (appraisals, etc.) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.