Defined Benefit (Pension) · DOL Form 5500 · 2022

Bose Corporation Pension Plan

Data updated 2026-08-25

$876M
Total assets Above avg plan size
1,962
Participants Near avg headcount
99th
Percentile by assets National rank
$446,494
Avg per participant High balance/head
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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.

  • #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.

#20,140
in Manufacturing (20,602 peers)
-16.6%
assets change YoY
8.8×
vs typical plan assets (national mean)

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.

Employees' Retirement Plan of Bose Corporation's outsized position by total assets

Employees' Retirement Plan of Bose Corporation vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$876,021,327 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Employees' Retirement Plan of Bose Corporation's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Plan of Bose Corporation lands in the large band (1,962 participants).

DOL schedule card

Filing strip 042655386 · Bose Corporation PY 2022 · Defined Benefit (Pension)

Employees' Retirement Plan of Bose Corporation · $876M · 1,962 · 99th

  • VS-ST $876M
  • BOY 1,962
  • SCH 99th
  • EBSA Defined Benefit (Pension)
  • PART near Milwaukee Drivers Pension Plan
  • TYPE ind #20140

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Massachusetts →

Employees' Retirement Plan of Bose Corporation in the asset neighbourhood

Gciu - Employer Retirement Benefit PlanGciu - Employer Retirement B…$878MElectrical Workers Local No. 26 Pension FundElectrical Workers Local No.…$877MCrown Cork & Seal Company, Inc. Pension PlanCrown Cork & Seal Company, I…$876MEmployees' Retirement Plan of Bose CorporationEmployees' Retirement Plan o…$876MMilwaukee Drivers Pension PlanMilwaukee Drivers Pension Pl…$876M
End-of-year total assets ($M) among Employees' Retirement Plan of Bose Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Bose Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 3.742671469900151% vs 2022
2024 filing year
$1.48B$1.5B$1.52B$1.54B$1.56B 202220232024 $1.49B $1.55B ▲ +4.0%
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 Scatter plot of 6 data points. -200000200004000060000 0246810 Total assets ($B) Participants Employees' Retirement Plan of Bose Corporation, Total assets ($B): 0.876021327 · Participants: 1962Employees' Retirement Plan of Bose CorporationConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Employees' Retirement Plan of Bose Corporation vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Employees' Retirement Plan of Bose Corporation side-by-side with 3 peers →

Employees' Retirement Plan of Bose Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Milwaukee Drivers Pension Plan in WI ($876M); by covered participants it is Local Union No. 124 I. B. E. W. Pension Trust Fund in MO (1,963 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($876M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,962 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Plan of Bose Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local Union No. 124 I. B. E. W. Pension Trust Fund in MO (1,963 participants, $315M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042655386.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.