Defined Benefit (Pension) · DOL Form 5500 · 2024
Bose Corporation Pension Plan
Data updated 2026-08-11
- $866M
- Total assets
- 1,287
- Participants
- 98th
- Percentile by assets
- $673,143
- Avg per participant
Official DOL plan name: Employees' Retirement Plan of Bose Corporation · Sponsored by Bose Corporation · Massachusetts · Manufacturing
$866M in assets, 1,287 participants
Bose Corporation's Employees' Retirement Plan of Bose Corporation reported $866M in total assets and 1,287 participants in its 2024 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 123,622 plans)
- #17,252 in Manufacturing (17,777 peers)
Where Employees' Retirement Plan of Bose Corporation sits by assets
Employees' Retirement Plan of Bose Corporation sits in the top 5% of all filed plans by assets, $866M for 1,287 participants (~$673,143/participant), down 2.7% in 2024.
- $866M
- total plan assets (2024 EOY)
- 1,287
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $673,143
- avg assets per participant
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.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employees' Retirement Plan of Bose Corporation reported net income fell from $15M in the plan year 2023 filing to -$24M in the plan year 2024 filing.
- Employees' Retirement Plan of Bose Corporation reported participants fell from 1,567 in the plan year 2023 filing to 1,287 in the plan year 2024 filing.
- Employees' Retirement Plan of Bose Corporation end-of-year assets fell from $891M in the plan year 2023 filing to $866M in the plan year 2024 filing.
Employees' Retirement Plan of Bose Corporation vs the 2024 asset distribution
By assets, Employees' Retirement Plan of Bose Corporation outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 8.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $891M |
|---|---|
| Net Assets (End of Year) | $866M |
| Net Income | -$24M |
| 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 $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
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.
- Pension Plan for Pactiv Evergreen (IL) $866M · 3,875
- National Hockey League Players Retirement Benefit Plan (NY) $865M · 1,075
- Modern Woodmen of America Employees' Retirement Plan (IL) $865M · 1,030
- Gannett Retirement Plan (NY) $864M · 1,128
Frequently Asked Questions
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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