401(k)
2022 plan-year 401(k) DOL Form 5500

Bose Employees' Retirement Savings 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bose Corporation · Massachusetts · Manufacturing

What the 2023 filing shows

Bose Employees' Retirement Savings 401(k) Plan holds $615M for 2,234 participants — about $275,473 per participant, down 22.7% over the 2022 plan year.

$615M
total plan assets (2022 EOY)
2,234
covered participants
$275,473
avg assets per participant
-22.7%
assets change YoY

The plan reported a net loss of $181M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$615M
Participants
2,234
Industry
Manufacturing

What the Filing Says About Bose Employees' Retirement Savings 401(k) Plan

Bose Employees' Retirement Savings 401(k) Plan is a 401(k) retirement plan sponsored by Bose Corporation, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $615M in total end-of-year assets and covers 2,234 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042655386, and the plan has been effective since 1986-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $796M at the beginning of 2022 to $615M at year-end — a decline of 22.7%. Net assets (after liabilities) closed the year at $615M, with reported net income of $-181,029,970 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$796M
Total Assets (End of Year)$615M
Net Assets (End of Year)$615M
Net Income$-181,029,970
Plan Type401(k)
Employer EIN042655386
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bose Corporation)

Year Plans Participants Total Assets
2022 2 4,196 $1.5B
2023 2 3,525 $1.5B
2024 2 2,987 $1.5B

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Frequently Asked Questions

How much money is in the Bose Employees' Retirement Savings 401(k) Plan?
As of the 2022 Form 5500 filing, Bose Employees' Retirement Savings 401(k) Plan holds $615M in total assets with 2,234 participants. It is sponsored by Bose Corporation.
What type of plan is Bose Employees' Retirement Savings 401(k) Plan?
Bose Employees' Retirement Savings 401(k) Plan is a 401(k) plan. It has been effective since 1986-03-01. The plan is filed with the U.S. Department of Labor under EIN 042655386.
Who sponsors the Bose Employees' Retirement Savings 401(k) Plan?
Bose Employees' Retirement Savings 401(k) Plan is sponsored by Bose Corporation, located in Massachusetts. The sponsor's EIN is 042655386 and the plan operates in the Manufacturing industry.
How did Bose Employees' Retirement Savings 401(k) Plan perform in 2022?
Bose Employees' Retirement Savings 401(k) Plan declined by 22.7% during 2022, moving from $796M to $615M in total assets. Net income was $-181,029,970.
Where can I find official filings for Bose Employees' Retirement Savings 401(k) Plan?
Official Form 5500 filings for Bose Employees' Retirement Savings 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042655386 or plan name at efast.dol.gov.
How does Bose Employees' Retirement Savings 401(k) Plan compare to other plans?
You can compare Bose Employees' Retirement Savings 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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