Bose 401(k) and pension plans

Bose Corporation, Framingham, MA. EIN 04-2655386. Annual reports 2009–2024.

Bose Corporation has 2 active retirement plans on file. The largest is the Employees' Retirement Plan of Bose Corporation, with 5,343 participants and $866 million in assets in 2024. Empower has been its administrator since 2020.

Active plans
2
Participants
9,232
Plan assets
$1.5 billion
401(k) recordkeeper
Empower
Plans on file
3
Industry
Manufacturing

All 3 plans

Active plans first

Employees' Retirement Plan of Bose Corporation

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 04-2655386
Participants (2024)
5,343
Net assets (2024)
$866 million
Administered by
EmpowerEarlier: Principal (2018–2019), Empower (2015–2017), Principal (2010–2014)
Plan administrator
Eileen Lawler, Benefits Committee
C/O Bose Corporation
Framingham, MA 01701
(508) 879-7330As filed for 2024
In effect since
January 1, 1977

Earlier plan names: Employees Retirement Plan of Bose Corporation.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20245,343$866 millionEmpower
20235,459$891 millionEmpower
20225,694$876 millionEmpower
20215,923$1.1 billionEmpower
20206,114$953 millionEmpower
20196,139$825 millionPrincipal
20187,373$736 millionPrincipal
20177,236$824 millionEmpower
20167,188$685 millionEmpower
20157,150$663 millionEmpower
20146,946$560 millionPrincipal
20136,603$487 millionPrincipal
20126,335$457 millionPrincipal
20116,233$366 millionPrincipal
20106,583$320 millionPrincipal
20096,370$261 millionnot listed

Bose Employees' Retirement Savings 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 04-2655386
Participants (2024)
3,889
Net assets (2024)
$681 million
Recordkeeper
EmpowerEarlier: J.P. Morgan (2009–2013)
Plan administrator
Bose Corporation
100 the Mountain Road
Framingham, MA 01701
(508) 766-9175As filed for 2024
In effect since
March 1, 1986
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,889$681 millionEmpower
20234,113$656 millionEmpower
20224,380$615 millionEmpower
20215,121$796 millionEmpower
20205,403$734 millionEmpower
20195,948$689 millionEmpower
20186,020$576 millionEmpower
20175,880$617 millionEmpower
20165,835$528 millionEmpower
20157,361$509 millionEmpower
20147,314$523 millionEmpower
20137,016$475 millionJ.P. Morgan
20126,795$381 millionJ.P. Morgan
20116,597$324 millionJ.P. Morgan
20106,469$312 millionJ.P. Morgan
20096,859$258 millionJ.P. Morgan

Bose Puerto Rico Employees' Savings Plan

401(k)Closed

Closed. The plan filed its final annual report for 2020, which means its assets were paid out or moved and it no longer exists.

Plan number
003Employer EIN 04-2655386
Participants (2019)
50
Net assets (2019)
$630,158
Plan administrator
Bose Corporation
The Mountain
Framingham, MA 01701
(508) 879-7330As filed for 2020
In effect since
January 1, 2004

Earlier plan names: Bose Ees' Retirement SVGS 401K Plan Section 1165E; Bose Ees' Retirement Savings 401K Plan Section 1165; Bose Ees' Retirement Savings 401K Plan Section 1165E.

Year by year, 2009 to 2020
Plan yearParticipantsNet assetsRecordkeeper
20200$0not listed
201950$630,158not listed
201847$465,185not listed
201749$460,134not listed
201648$369,388not listed
201554$327,733not listed
201458$300,382not listed
201353$258,238not listed
201252$196,563not listed
201146$133,273not listed
201044$115,369not listed
200943$93,082not listed

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Bose Employees' Retirement Savings 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((508) 879-7330). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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