Plan Ledger DOL Form 5500 · updated monthly

Bose Corporation401(k)

BOSE EMPLOYEES' RETIREMENT SAVINGS 401(K) PLAN · FRAMINGHAM, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Bose Corporation reported $110,394 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,009 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.019% to 0.017%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 84th-largest of 2,726 plans among Massachusetts employers on file, and the 446th of 13,661 in manufacturing. In 2024, employees put in $4.74 for every $1.00 the employer contributed; active participation has shrunk from 1,958 to 1,638 since 2022.

Plan summary
Net assets, end of year$680,910,797
Participants with balances3,848
Active participants1,638
Employer contributions$4,928,571
Employee contributions$23,338,719
Employer contribution per active participant$3,009
Average account balance$176,952
Benefits paid to participants$98,801,988
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$680.9M · 3,848 accts · $4.9M emplr
2023$656.3M · 4,092 accts · $5.0M emplr
2022$615.4M · 4,334 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,394
Total administrative$110,394
The Bose Corporation 401(k) match · 2024
Employer contribution per active participant$3,009
Median for plans this size$4,294
2024$3,009 per active participant
2023$2,958 per active participant
2022$2,524 per active participant

Bose Corporation's 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$110,394
EMPOWER FINANCIAL SERVICES, INC. · Securities brokerage · Investment advisory (participants)$1,055

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$110,394 · 0.02%
2023$125,669 · 0.02%
2022$135,507 · 0.02%
Same employer
Similar plansManufacturing · Massachusetts
Cabot Corporation MA$875.6M · 0.03%
Skyworks Solutions, Inc. MA$852.5M · 0.05%
Mks Instruments, Inc. MA$839.6M · 0.04%
Ccl Label, Inc. MA$645.3M · 0.09%
Netscout Systems, Inc. MA$645.1M · 0.06%
Acushnet Company MA$637.7M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042655386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.