401(k) · DOL Form 5500 · 2023

Bose Corporation 401(k) Plan

Data updated 2026-08-11

$656M
Total assets
1,958
Participants
98th
Percentile by assets
$335,171
Avg per participant
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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.

  • 98th percentile by assets (of 127,072 plans)
  • #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.

$656M
total plan assets (2023 EOY)
1,958
covered participants
98th
percentile by assets (of 127,072 plans)
$335,171
avg assets per participant

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 →

Industry

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Bose Employees' Retirement Savings 401(k) Plan reports 1,958 participants - 3.0x that state average ($656M EOY assets).

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)

$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 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

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' Reti…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Bose Employees' Retirement Savings 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bose Employees' Retirement Savings 401(k) Plan by total assets, not by location.

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).

Next read for Bose Employees' Retirement Savings 401(k…

Filing takeaways

Ways to act on Bose Employees' Retirement Savings 401(k) Plan's numbers.

  • By total assets, Bose Employees' Retirement Savings 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) 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