Defined Benefit (Pension) · DOL Form 5500 · 2023
Bose Corporation Pension Plan
Data updated 2026-08-06
- $891M
- Total assets
- 1,567
- Participants
- 98th
- Percentile by assets
- $568,397
- Avg per participant
Official DOL plan name: Employees' Retirement Plan of Bose Corporation · Sponsored by Bose Corporation · Massachusetts · Manufacturing
$891M in assets, 1,567 participants
Bose Corporation's Employees' Retirement Plan of Bose Corporation reported $891M in total assets and 1,567 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 126,618 plans)
- #18,164 in Manufacturing (18,672 peers)
Coverage in Massachusetts
Employees' Retirement Plan of Bose Corporation covers 1,567 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~641 per filing). Assets: $891M.
- $891M
- total plan assets (2023 EOY)
- 1,567
- covered participants
- 98th
- percentile by assets (of 126,618 plans)
- $568,397
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees' Retirement Plan of Bose Corporation reported net income rose from -$174M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Employees' Retirement Plan of Bose Corporation reported participants fell from 1,962 in the plan year 2022 filing to 1,567 in the plan year 2023 filing.
- Employees' Retirement Plan of Bose Corporation end-of-year assets rose from $876M in the plan year 2022 filing to $891M in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Employees' Retirement Plan of Bose Corporation reports 1,567 participants - 2.4x that state average ($891M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $876M |
|---|---|
| Net Assets (End of Year) | $891M |
| Net Income | $15M |
| Employer EIN | 042655386 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING 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 |
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
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
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.
- Christian School Pension Plan and Trust Fund (MI) $891M · 2,884
- University Hospitals Health System, Inc. Retirement Plan (OH) $891M · 23,194
- Unicare Retirement Plan (NJ) $893M · 1,006
- Electrical Workers Pension Trust Fund of Local Union No. 58 - IBEW (MI) $888M · 2,976
Frequently Asked Questions
How did Employees' Retirement Plan of Bose Corporation assets move in 2023? ▼
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Where does Employees' Retirement Plan of Bose Corporation rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Employees' Retirement Plan of Bose Corporation's numbers.
- By total assets, Employees' Retirement Plan of Bose Corporation ranks in the top 5% of all filed plans by assets. 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