Employer · plans filed under one EIN
Bose Corporation
Framingham, MA · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Bose Corporation's employer identification number (Framingham, Massachusetts). Their latest filings total 9,232 participant records and $1.55B in net assets.
The largest is Employees' Retirement Plan of Bose Corporation, a defined benefit pension plan with 5,343 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $4.9M and participant contributions $23.3M in the latest plan years; benefits paid were $164M. Schedule C compensation reported to service provider organisations totalled $2.9M.
Combined net assets moved from $518M in 2009 to $1.55B in 2024 (up 198%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Employees' Retirement Plan of Bose Corporation | defined benefit pension plan | 2024 | 5,343 | $866M | $162,144 | — | $2.8M |
| Bose Employees' Retirement Savings 401(k) Plan | 401(k) plan | 2024 | 3,889 | $681M | $175,086 | $3,009 | $111K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 9,232 | $1.55B | $4.9M | $23.3M |
| 2023 | 2 | 9,572 | $1.55B | $5.0M | $25.7M |
| 2022 | 2 | 10,074 | $1.49B | $4.9M | $26.8M |
| 2021 | 2 | 11,044 | $1.85B | $16.0M | $30.4M |
| 2020 | 2 | 11,517 | $1.69B | $116M | $32.7M |
| 2019 | 2 | 12,087 | $1.51B | $42.7M | $35.1M |
| 2018 | 2 | 13,393 | $1.31B | $7.5M | $31.5M |
| 2017 | 2 | 13,116 | $1.44B | $66.9M | $28.2M |
| 2016 | 2 | 13,023 | $1.21B | $19.6M | $25.8M |
| 2015 | 2 | 14,511 | $1.17B | $154M | $29.4M |
| 2014 | 2 | 14,260 | $1.08B | $49.6M | $29.1M |
| 2013 | 2 | 13,619 | $962M | $27.0M | $26.9M |
| 2012 | 2 | 13,130 | $838M | $66.5M | $24.6M |
| 2011 | 2 | 12,830 | $690M | $66.0M | $23.2M |
| 2010 | 2 | 13,052 | $632M | $35.8M | $23.2M |
| 2009 | 2 | 13,229 | $518M | $35.8M | $23.7M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | Investment advisory (plan); Securities brokerage | 1 | $608,827 |
| Empower | Claims processing; Recordkeeping and information management; Consulting (pension); Trustee (directed) | 1 | $507,349 |
| Silchester International Investors | Investment management | 1 | $430,470 |
| Willis Towers Watson US LLC | Actuarial | 1 | $397,958 |
| CVC Capital Partners VII Limited | Investment management | 1 | $311,580 |
| Blackstone Alternative Credit Advis | Investment management | 1 | $225,000 |
| US Bank National Association | Trustee (bank, trust company, or similar financial institution) | 1 | $149,762 |
| Empower Annuity Insurance Company O | Recordkeeping and information management; Participant loan processing | 1 | $110,394 |
| William Blair Investment Management | Investment management | 1 | $97,986 |
| State Street Global Advisor Trust C | Custodial (other than securities); Custodial (securities) | 1 | $59,140 |
| Wilmerhale LLP | Legal | 1 | $23,625 |
| Ocp Asia (Singapore) Pte. Limited | Accounting (including auditing); Investment management; Legal | 1 | $1,083 |
| Empower Financial Services, Inc. | Securities brokerage; Investment advisory (participants); Participant communication | 1 | $1,055 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Bose Corporation have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Employees' Retirement Plan of Bose Corporation and Bose Employees' Retirement Savings 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Bose Corporation contribute to its plans?
$4,928,571 in employer contributions across these plans in their latest plan years, about $1,717 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Morgan Stanley Smith Barney LLC, Empower, Silchester International Investors and Willis Towers Watson US LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.