Defined Benefit (Pension) · DOL Form 5500 · 2022
Oshkosh Corporation Pension Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 1,248
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $113,832
- Avg per participant Below avg balance/head
Official DOL plan name: Oshkosh Corporation Hourly Employees' Retirement Plan · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing
$142M in assets, 1,248 participants
Oshkosh Corporation's Oshkosh Corporation Hourly Employees' Retirement Plan reported $142M in total assets and 1,248 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #18,809 in Manufacturing (20,602 peers)
Coverage in Wisconsin
Oshkosh Corporation Hourly Employees' Retirement Plan covers 1,248 participants in Wisconsin, 2.2x the typical Wisconsin plan (state average ~563 per filing). Assets: $142M.
- #18,809
- in Manufacturing (20,602 peers)
- -19.4%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oshkosh Corporation Hourly Employees' Retirement Plan's outsized position by total assets
Oshkosh Corporation Hourly Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$142,062,473 Top 6% higher than 94% 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 Hourly Employees' Retirement Plan's large-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 Hourly Employees' Retirement Plan lands in the large band (1,248 participants).
DOL schedule card
Filing strip 390520270 · Oshkosh Corporation PY 2022 · Defined Benefit (Pension)
Oshkosh Corporation Hourly Employees' Retirement Plan · $142M · 1,248 · 94th
- 5500 $142M
- 5500 1,248
- 5500 94th
- 5500 Defined Benefit (Pension)
- 5500 near Acco Brands Corporation Pension Plan
- 5500 ind #18809
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 Hourly Employees' Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $176M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$34M |
| Employer EIN | 390520270 |
| Plan Effective Date | 1962-08-01 |
| 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 Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Oshkosh Corporation Hourly Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Acco Brands Corporation Pension Plan in IL ($142M); by covered participants it is Kirby Pension Plan in TX (1,248 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Acco Brands Corporation Pension Plan (IL) $142M · 574
- Cablevision Cash Balance Pension Plan (NY) $142M · 2,249
- Iron Workers Mid-South Pension Fund (TX) $142M · 680
- Sbera Pension Plan as Adopted by Middlesex Savings Bank (MA) $142M · 407
Similar participant headcount
Nearest other-state filings by covered participants (1,248 participants); asset peers above are excluded.
- Kirby Pension Plan (TX) 1,248 · 0 off
- International Association of Sheet Metal, Air, Rail and Transportation Workers (Smart) Local Union No. 36 Pension Fund (MO) 1,249 · 1 off
- Ppl Retirement Plan (PA) 1,247 · 1 off
- The Hospital for Special Surgery Retirement Plan (NY) 1,247 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.