Defined Benefit (Pension) · DOL Form 5500 · 2024
Bose Corporation Pension Plan
Data updated 2026-08-25
- $866M
- Total assets Above avg plan size
- 1,287
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $673,143
- Avg per participant High balance/head
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.
- #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.
- #17,252
- in Manufacturing (17,777 peers)
- -2.7%
- assets change YoY
- 8.7×
- vs typical plan assets (national mean)
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.
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 2024 · DOL Form 5500
$866,335,393 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Employees' Retirement Plan of Bose Corporation's large-plan peer group by participant headcount
Plan-year 2024 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 (1,287 participants).
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.
Form 5500 schedule snapshot
Filing strip 042655386 · Bose Corporation PY 2024 · Defined Benefit (Pension)
Employees' Retirement Plan of Bose Corporation · $866M · 1,287 · 98th
- PART $866M
- PART 1,287
- PART 98th
- PART Defined Benefit (Pension)
- PART near Pension Plan for Pactiv Evergreen
- PART ind #17252
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
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)
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
| 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.
- 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
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 Pension Plan for Pactiv Evergreen in IL ($866M); by covered participants it is Bremer Retirement Plan in MN (1,286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($866M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,287 participants); asset peers above are excluded.
- Bremer Retirement Plan (MN) 1,286 · 1 off
- Idaho Plumbers and Pipefitters Pension Plan (OR) 1,286 · 1 off
- Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity (MD) 1,289 · 2 off
- Sidley Austin LLP Retirement Plan (IL) 1,285 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.