401(k) · DOL Form 5500 · 2022
Oshkosh Corporation 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 10,525
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $140,838
- Avg per participant Near avg balance/head
Official DOL plan name: Oshkosh Corporation and Affiliates Tax Deferred Investment Plan · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing
$1.5B in assets, 10,525 participants
Oshkosh Corporation's Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reported $1.5B in total assets and 10,525 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,311 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan covers 10,525 participants in Wisconsin, 19x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.5B.
- #20,311
- in Manufacturing (20,602 peers)
- -16.7%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
The plan reported a net loss of $297M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan's outsized position by total assets
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,482,324,963 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oshkosh Corporation and Affiliates Tax Deferred Investment Plan is a mega filing (10,525 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 390520270 · Oshkosh Corporation PY 2022 · 401(k)
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan · $1.5B · 10,525 · 99th
- ASSETS $1.5B
- ASSETS 10,525
- ASSETS 99th
- ASSETS 401(k)
- ASSETS near Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan
- ASSETS ind #20311
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 Wisconsin →
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$297M |
| Employer EIN | 390520270 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oshkosh Corporation)
Sponsor-wide plan assets over time
All Oshkosh Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 34.11363668761961% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 14,123 | $1.7B |
| 2023 | 3 | 13,360 | $2.1B |
| 2024 | 3 | 14,848 | $2.3B |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Scale composition for Oshkosh Corporation and Affiliates Tax Deferred Investment Plan
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reports $1.5B in end-of-year assets across 10,525 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $140,838 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2022 was -$297M.
This plan identity (EIN 390520270, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.0B (+37.3%) while covered participants moved from 10,525 to 12,511 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,525 | $1.5B | This page |
| 2023 | 10,771 | $1.8B | Open filing |
| 2024 · index core | 12,511 | $2.0B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan (401(k), $2.0B, 12,511 participants)
- Oshkosh Corporation Hourly Employees' Retirement Plan (Defined Benefit (Pension), $166M, 980 participants)
- Oshkosh Corporation Tax Deferred Investment Plan for Production Employees (401(k), $141M, 1,357 participants)
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan in UT ($1.5B); by covered participants it is Erickson Community 401(k) Plan in MD (10,526 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
Similar participant headcount
Nearest other-state filings by covered participants (10,525 participants); asset peers above are excluded.
- Erickson Community 401(k) Plan (MD) 10,526 · 1 off
- Kinder Morgan Savings Plan (TX) 10,523 · 2 off
- The Finish Line, Inc. Profit Sharing and 401(k) Plan (IN) 10,519 · 6 off
- Unifirst Retirement Savings Plan (MA) 10,533 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.