401(k) · DOL Form 5500 · 2022

Oshkosh Corporation 401(k) Plan

Data updated 2026-08-11

$1.5B
Total assets
10,525
Participants
99th
Percentile by assets
$140,838
Avg per participant
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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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$1.5B
total plan assets (2022 EOY)
10,525
covered participants
99th
percentile by assets (of 139,126 plans)
$140,838
avg assets per participant

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.

State
Wisconsin
Industry
Manufacturing

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reports 10,525 participants - 19x that state average ($1.5B EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.5B
Net Income-$297M
Employer EIN390520270
Plan Effective Date1972-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oshkosh Corporation)

$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.75B $2.34B ▲ +33.7%
Total plan assets by year, all Oshkosh Corporation plans on file
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.

Oshkosh Corporation and Affiliates Tax Deferred Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Oshkosh Corporation and Affiliates Tax Deferred Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 50001000015000200002500030000 123456 Total assets ($B) Participants Oshkosh Corporation …Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …Nm Employee Savings …
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oshkosh Corporation and Affiliates Tax D… side-by-side with 3 peers →

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oshkosh Corporation and Affiliates Tax Deferred Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Oshkosh Corporation and Affiliates Tax Deferred Investment Plan assets move in 2022? ▼
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan declined sharply - down 16.7% during 2022, from $1.8B to $1.5B. Reported net income was -$297M.
How have Oshkosh Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oshkosh Corporation's sponsor-wide assets grew 34.1%, from $1.7B to $2.3B.
Where does Oshkosh Corporation and Affiliates Tax Deferred Investment Plan rank by assets among Form 5500 filers? ▼
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Oshkosh Corporation and Affiliates Tax Deferred Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan in UT ($1.5B, 9,870 participants).

Next read for Oshkosh Corporation and Affiliates Tax D…

Filing takeaways

Ways to act on Oshkosh Corporation and Affiliates Tax Deferred Investment Plan's numbers.

  • By total assets, Oshkosh Corporation and Affiliates Tax Deferred Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Oshkosh Corporation's sponsor-wide assets have grown 34.1% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390520270.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.