401(k)
2024 plan-year 401(k) DOL Form 5500

Bose Employees' Retirement Savings 401(k) Plan

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

Bose Employees' Retirement Savings 401(k) Plan holds $681M for 1,700 participants — about $400,536 per participant, up 3.8% over the 2024 plan year.

$681M
total plan assets (2024 EOY)
1,700
covered participants
$400,536
avg assets per participant
+3.8%
assets growth YoY
Total Assets (2023)
$681M
Participants
1,700
Industry
Manufacturing

What the Filing Says About Bose Employees' Retirement Savings 401(k) Plan

Bose Employees' Retirement Savings 401(k) Plan is a 401(k) retirement plan sponsored by Bose Corporation, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $681M in total end-of-year assets and covers 1,700 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 1986-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $656M at the beginning of 2024 to $681M at year-end — a gain of 3.8%. Net assets (after liabilities) closed the year at $681M, with reported net income of $25M 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)$656M
Total Assets (End of Year)$681M
Net Assets (End of Year)$681M
Net Income$25M
Plan Type401(k)
Employer EIN042655386
Plan Effective Date1986-03-01
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

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Frequently Asked Questions

How much money is in the Bose Employees' Retirement Savings 401(k) Plan?
As of the 2024 Form 5500 filing, Bose Employees' Retirement Savings 401(k) Plan holds $681M in total assets with 1,700 participants. It is sponsored by Bose Corporation.
What type of plan is Bose Employees' Retirement Savings 401(k) Plan?
Bose Employees' Retirement Savings 401(k) Plan is a 401(k) plan. It has been effective since 1986-03-01. The plan is filed with the U.S. Department of Labor under EIN 042655386.
Who sponsors the Bose Employees' Retirement Savings 401(k) Plan?
Bose Employees' Retirement Savings 401(k) Plan is sponsored by Bose Corporation, located in Massachusetts. The sponsor's EIN is 042655386 and the plan operates in the Manufacturing industry.
How did Bose Employees' Retirement Savings 401(k) Plan perform in 2024?
Bose Employees' Retirement Savings 401(k) Plan grew by 3.8% during 2024, moving from $656M to $681M in total assets. Net income was $25M.
Where can I find official filings for Bose Employees' Retirement Savings 401(k) Plan?
Official Form 5500 filings for Bose Employees' Retirement Savings 401(k) Plan 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 Bose Employees' Retirement Savings 401(k) Plan compare to other plans?
You can compare Bose Employees' Retirement Savings 401(k) Plan against other 401(k) 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.