Defined Benefit (Pension) · DOL Form 5500 · 2023
Oshkosh Corporation Pension Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 1,108
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $140,265
- Avg per participant Near avg balance/head
Official DOL plan name: Oshkosh Corporation Hourly Employees' Retirement Plan · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing
$155M in assets, 1,108 participants
Oshkosh Corporation's Oshkosh Corporation Hourly Employees' Retirement Plan reported $155M in total assets and 1,108 participants in its 2023 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.
- #16,915 in Manufacturing (18,722 peers)
Where Oshkosh Corporation Hourly Employees' Retirement Plan sits by assets
Oshkosh Corporation Hourly Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $155M for 1,108 participants (~$140,265/participant), up 9.4% in 2023.
- #16,915
- in Manufacturing (18,722 peers)
- +9.4%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$155,414,038 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Oshkosh Corporation Hourly Employees' Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oshkosh Corporation Hourly Employees' Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Oshkosh Corporation Hourly Employees' Retirement Plan reported participants fell from 1,248 in the plan year 2022 filing to 1,108 in the plan year 2023 filing.
- Oshkosh Corporation Hourly Employees' Retirement Plan end-of-year assets rose from $142M in the plan year 2022 filing to $155M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 390520270 · Oshkosh Corporation PY 2023 · Defined Benefit (Pension)
Oshkosh Corporation Hourly Employees' Retirement Plan · $155M · 1,108 · 94th
- EOY $155M
- 5500 1,108
- ASSETS 94th
- PCT Defined Benefit (Pension)
- EIN near Appalachian Regional Healthcare, Inc. Pension Plan
- RANK ind #16915
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $13M |
| 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 $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
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 Appalachian Regional Healthcare, Inc. Pension Plan in KY ($155M); by covered participants it is Danfoss Power Solutions Employees' Retirement Plan in IA (1,107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- Appalachian Regional Healthcare, Inc. Pension Plan (KY) $155M · 931
- Drywall Pension Fund (NY) $156M · 908
- Twin City Floor Covering Industry Pension Fund (MN) $156M · 407
- Smart & Final Pension Plan (CA) $156M · 1,422
Similar participant headcount
Nearest other-state filings by covered participants (1,108 participants); asset peers above are excluded.
- Danfoss Power Solutions Employees' Retirement Plan (IA) 1,107 · 1 off
- First Horizon Corporation Pension Plan (TN) 1,107 · 1 off
- National Hockey League Players Retirement Benefit Plan (NY) 1,111 · 3 off
- Roofers Local 149 Pension Fund (MI) 1,111 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.