Defined Benefit (Pension) · DOL Form 5500 · 2023

Bose Corporation Pension Plan

Data updated 2026-08-25

$891M
Total assets Above avg plan size
1,567
Participants Near avg headcount
98th
Percentile by assets National rank
$568,397
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

$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.

  • #18,214 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Employees' Retirement Plan of Bose Corporation covers 1,567 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $891M.

#18,214
in Manufacturing (18,722 peers)
+1.7%
assets growth YoY
8.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$890,678,554 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

Employees' Retirement Plan of Bose Corporation'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. Employees' Retirement Plan of Bose Corporation lands in the large band (1,567 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042655386 · Bose Corporation PY 2023 · Defined Benefit (Pension)

Employees' Retirement Plan of Bose Corporation · $891M · 1,567 · 98th

  • PART $891M
  • TYPE 1,567
  • NET 98th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Christian School Pension Plan and Trust Fund
  • BOY ind #18214

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

Unicare Retirement Plan$893MUniversity Hospitals Health System, Inc. Retirement PlanUniversity Hospitals Health …$891MEmployees' Retirement Plan of Bose CorporationEmployees' Retirement Plan o…$891MChristian School Pension Plan and Trust FundChristian School Pension Pla…$891MElectrical Workers Pension Trust Fund of Local Union No. 58 - IBEWElectrical Workers Pension T…$888M
End-of-year total assets ($M) among Employees' Retirement Plan of Bose Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$876M
Net Assets (End of Year)$891M
Net Income$15M
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. -20000020000400006000080000 051015 Total assets ($B) Participants Employees' Retirement Plan of Bose Corporation, Total assets ($B): 0.890678554 · Participants: 1567Employees' Retirement Plan of Bose CorporationConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension 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 Christian School Pension Plan and Trust Fund in MI ($891M); by covered participants it is Cbs Combined Pension Plan in NY (1,568 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,567 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 Employees' Retirement Plan of Bose Corporation assets move in 2023? ▼
Employees' Retirement Plan of Bose Corporation edged up modestly - up 1.7% during 2023, from $876M to $891M. Reported net income was $15M.
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 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 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 Christian School Pension Plan and Trust Fund in MI ($891M, 2,884 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 Cbs Combined Pension Plan in NY (1,568 participants, $2.0B 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.