Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Employees' Retirement Plan of Bose Corporation

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bose Corporation · Massachusetts · Manufacturing

What the 2023 filing shows

Employees' Retirement Plan of Bose Corporation holds $866M for 1,287 participants — about $673,143 per participant, down 2.7% over the 2024 plan year.

$866M
total plan assets (2024 EOY)
1,287
covered participants
$673,143
avg assets per participant
-2.7%
assets change YoY

The plan reported a net loss of $24M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$866M
Participants
1,287
Industry
Manufacturing

What the Filing Says About Employees' Retirement Plan of Bose Corporation

Employees' Retirement Plan of Bose Corporation is a Defined Benefit (Pension) retirement plan sponsored by Bose Corporation, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $866M in total end-of-year assets and covers 1,287 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042655386, and the plan has been effective since 1977-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $891M at the beginning of 2024 to $866M at year-end — a decline of 2.7%. Net assets (after liabilities) closed the year at $866M, with reported net income of $-24,343,161 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$891M
Total Assets (End of Year)$866M
Net Assets (End of Year)$866M
Net Income$-24,343,161
Plan TypeDefined Benefit (Pension)
Employer EIN042655386
Plan Effective Date1977-01-01
Filing StatusFILING 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.

Frequently Asked Questions

How much money is in the Employees' Retirement Plan of Bose Corporation?
As of the 2024 Form 5500 filing, Employees' Retirement Plan of Bose Corporation holds $866M in total assets with 1,287 participants. It is sponsored by Bose Corporation.
What type of plan is Employees' Retirement Plan of Bose Corporation?
Employees' Retirement Plan of Bose Corporation is a Defined Benefit (Pension) plan. It has been effective since 1977-01-01. The plan is filed with the U.S. Department of Labor under EIN 042655386.
Who sponsors the Employees' Retirement Plan of Bose Corporation?
Employees' Retirement Plan of Bose Corporation is sponsored by Bose Corporation, located in Massachusetts. The sponsor's EIN is 042655386 and the plan operates in the Manufacturing industry.
How did Employees' Retirement Plan of Bose Corporation perform in 2024?
Employees' Retirement Plan of Bose Corporation declined by 2.7% during 2024, moving from $891M to $866M in total assets. Net income was $-24,343,161.
Where can I find official filings for Employees' Retirement Plan of Bose Corporation?
Official Form 5500 filings for Employees' Retirement Plan of Bose Corporation are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042655386 or plan name at efast.dol.gov.
How does Employees' Retirement Plan of Bose Corporation compare to other plans?
You can compare Employees' Retirement Plan of Bose Corporation against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 042655386.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.