Defined Benefit (Pension) · DOL Form 5500 · 2022

Bose Corporation Pension Plan

Data updated 2026-08-11

$876M
Total assets
1,962
Participants
99th
Percentile by assets
$446,494
Avg per participant
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Official DOL plan name: Employees' Retirement Plan of Bose Corporation · Sponsored by Bose Corporation · Massachusetts · Manufacturing

$876M in assets, 1,962 participants

Bose Corporation's Employees' Retirement Plan of Bose Corporation reported $876M in total assets and 1,962 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 139,126 plans)
  • #20,140 in Manufacturing (20,602 peers)

Coverage in Massachusetts

Employees' Retirement Plan of Bose Corporation covers 1,962 participants in Massachusetts, 3.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $876M.

$876M
total plan assets (2022 EOY)
1,962
covered participants
99th
percentile by assets (of 139,126 plans)
$446,494
avg assets per participant

The plan reported a net loss of $174M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Industry

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Employees' Retirement Plan of Bose Corporation reports 1,962 participants - 3.0x that state average ($876M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$876M
Net Income-$174M
Employer EIN042655386
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bose Corporation)

$1.48B$1.5B$1.52B$1.54B$1.56B 202220232024 $1.49B $1.55B ▲ +4.0%
Total plan assets by year, all Bose Corporation plans on file
Year Plans Participants Total Assets
2022 2 4,196 $1.5B
2023 2 3,525 $1.5B
2024 2 2,987 $1.5B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employees' Retirement Plan of Bose Corporation vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Employees' Retirement Plan of Bose Corporation vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants Employees' Retiremen…Consolidated Cash Ba…Liberty Mutual Retir…Massachusetts Instit…N. Atlantic States C…N. Atlantic States C…
Employees' Retirement Plan of Bose Corporation vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Employees' Retirement Plan of Bose Corporation by total assets, not by location.

Frequently Asked Questions

How did Employees' Retirement Plan of Bose Corporation assets move in 2022?
Employees' Retirement Plan of Bose Corporation declined sharply - down 16.6% during 2022, from $1.1B to $876M. Reported net income was -$174M.
How have Bose Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Bose Corporation's sponsor-wide assets grew 3.7%, from $1.5B to $1.5B.
Where does Employees' Retirement Plan of Bose Corporation rank by assets among Form 5500 filers?
Employees' Retirement Plan of Bose Corporation ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Plan of Bose Corporation?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Milwaukee Drivers Pension Plan in WI ($876M, 2,288 participants).

Next read for Employees' Retirement Plan of Bose Corpo…

Filing takeaways

Ways to act on Employees' Retirement Plan of Bose Corporation's numbers.

  • By total assets, Employees' Retirement Plan of Bose Corporation ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
  • Bose Corporation's sponsor-wide assets have grown 3.7% since 2022 across 3 plan years on file. More Manufacturing plans