Defined Benefit (Pension) · DOL Form 5500 · 2023

Robert Bosch LLC Pension Plan

Data updated 2026-08-11

$1.6B
Total assets
3,546
Participants
99th
Percentile by assets
$440,438
Avg per participant
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Official DOL plan name: Bosch Pension Plan · Sponsored by Robert Bosch LLC · Michigan · Wholesale Trade

$1.6B in assets, 3,546 participants

Robert Bosch LLC's Bosch Pension Plan reported $1.6B in total assets and 3,546 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #6,276 in Wholesale Trade (6,309 peers)

Coverage in Michigan

Bosch Pension Plan covers 3,546 participants in Michigan, 5.6x the typical Michigan plan (state average ~638 per filing). Assets: $1.6B.

$1.6B
total plan assets (2023 EOY)
3,546
covered participants
99th
percentile by assets (of 127,072 plans)
$440,438
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bosch Pension Plan reported net income rose from -$421M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Bosch Pension Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
  • Bosch Pension Plan reported participants fell from 3,898 in the plan year 2022 filing to 3,546 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Michigan filers

In Michigan, the average filing covers about 638 participants across 4,220 plans. Bosch Pension Plan reports 3,546 participants - 5.6x that state average ($1.6B EOY assets).

Michigan filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.5B
Net Income$9M
Employer EIN362903176
Plan Effective Date1963-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Bosch LLC)

$4.5B$5B$5.5B$6B$6.5B 202220232024 $4.83B $6.19B ▲ +28.2%
Total plan assets by year, all Robert Bosch LLC plans on file
Year Plans Participants Total Assets
2022 5 17,650 $4.8B
2023 5 17,677 $5.6B
2024 3 18,105 $6.2B

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bosch Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Bosch Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -1001020304050 Total assets ($B) Participants Bosch Pension PlanGeneral Motors Hourl…Ford Motor Company U…Ford Motor Company G…Dow Employees' Pensi…Fca US LLC UAW Pensi…
Bosch Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Bosch Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Bosch Pension Plan assets move in 2023?
Bosch Pension Plan grew sharply - up 24.8% during 2023, from $1.3B to $1.6B. Reported net income was $9M.
How have Robert Bosch LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Robert Bosch LLC's sponsor-wide assets grew 28.1%, from $4.8B to $6.2B.
Where does Bosch Pension Plan rank by assets among Form 5500 filers?
Bosch Pension Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Bosch Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Main Line Health, Inc. Retirement Income Plan in PA ($1.6B, 9,621 participants).

Filing takeaways

Ways to act on Bosch Pension Plan's numbers.