401(k) · DOL Form 5500 · 2023

Bose Corporation 401(k) Plan

Data updated 2026-08-25

$656M
Total assets Above avg plan size
1,958
Participants Near avg headcount
98th
Percentile by assets National rank
$335,171
Avg per participant High balance/head
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Official DOL plan name: Bose Employees' Retirement Savings 401(k) Plan · Sponsored by Bose Corporation · Massachusetts · Manufacturing

$656M in assets, 1,958 participants

Bose Corporation's Bose Employees' Retirement Savings 401(k) Plan reported $656M in total assets and 1,958 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #18,092 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Bose Employees' Retirement Savings 401(k) Plan covers 1,958 participants in Massachusetts, 3.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $656M.

#18,092
in Manufacturing (18,722 peers)
+6.6%
assets growth YoY
6.6×
vs typical plan assets (national mean)

Bose Employees' Retirement Savings 401(k) Plan's outsized position by total assets

Bose Employees' Retirement Savings 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$656,264,395 Top 2% higher than 98% of 127,068 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 2023

Bose Employees' Retirement Savings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bose Employees' Retirement Savings 401(k) Plan lands in the large band (1,958 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bose Employees' Retirement Savings 401(k) Plan reported net income rose from -$181M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Bose Employees' Retirement Savings 401(k) Plan reported participants fell from 2,234 in the plan year 2022 filing to 1,958 in the plan year 2023 filing.
  • Bose Employees' Retirement Savings 401(k) Plan end-of-year assets rose from $615M in the plan year 2022 filing to $656M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042655386 · Bose Corporation PY 2023 · 401(k)

Bose Employees' Retirement Savings 401(k) Plan · $656M · 1,958 · 98th

  • RANK $656M
  • PHOTO 1,958
  • IND 98th
  • EOY 401(k)
  • 5500 near Mccain Foods USA, Inc. Retirement Plan
  • ASSETS ind #18092

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 →

Bose Employees' Retirement Savings 401(k) Plan in the asset neighbourhood

Vestis Retirement Savings PlanVestis Retirement Savings Pl…$657MBose Employees' Retirement Savings 401(k) PlanBose Employees' Retirement S…$656MMccain Foods USA, Inc. Retirement PlanMccain Foods USA, Inc. Retir…$656MAmended and Restated Savings Fund Plan for Employees of 84 Lumber CompanyAmended and Restated Savings…$656MBoise Cascade Company Savings PlanBoise Cascade Company Saving…$656M
End-of-year total assets ($M) among Bose Employees' Retirement Savings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$615M
Net Assets (End of Year)$656M
Net Income$41M
Employer EIN042655386
Plan Effective Date1986-03-01
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 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bose Employees' Retirement Savings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Bose Employees' Retirement Savings 401(k) Plan, Total assets ($B): 0.656264395 · Participants: 1958Bose Employees' Retirement Savings 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Bose Employees' Retirement Savings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Bose Employees' Retirement Savings 401(k) Plan side-by-side with 3 peers →

Bose Employees' Retirement Savings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Mccain Foods USA, Inc. Retirement Plan in IL ($656M); by covered participants it is Mortenson Dental Partners 401(k) Plan in KY (1,958 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($656M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,958 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bose Employees' Retirement Savings 401(k) Plan assets move in 2023? ▼
Bose Employees' Retirement Savings 401(k) Plan grew at a solid clip - up 6.6% during 2023, from $615M to $656M. Reported net income was $41M.
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 Bose Employees' Retirement Savings 401(k) Plan rank by assets among Form 5500 filers? ▼
Bose Employees' Retirement Savings 401(k) Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Bose Employees' Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccain Foods USA, Inc. Retirement Plan in IL ($656M, 4,358 participants).
Which 401(k) plans cover a similar participant headcount to Bose Employees' Retirement Savings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mortenson Dental Partners 401(k) Plan in KY (1,958 participants, $52M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.