401(k) · DOL Form 5500 · 2023

Oshkosh Corporation 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
1,481
Participants Near avg headcount
93rd
Percentile by assets National rank
$91,114
Avg per participant Below avg balance/head
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Official DOL plan name: Oshkosh Corporation Tax Deferred Plan for Production Employees · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing

$135M in assets, 1,481 participants

Oshkosh Corporation's Oshkosh Corporation Tax Deferred Plan for Production Employees reported $135M in total assets and 1,481 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,720 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Oshkosh Corporation Tax Deferred Plan for Production Employees covers 1,481 participants in Wisconsin, 2.6x the typical Wisconsin plan (state average ~563 per filing). Assets: $135M.

#16,720
in Manufacturing (18,722 peers)
+11.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Oshkosh Corporation Tax Deferred Plan for Production Employees's outsized position by total assets

Oshkosh Corporation Tax Deferred Plan for Production Employees vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$134,939,544 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Oshkosh Corporation Tax Deferred Plan for Production Employees'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 Tax Deferred Plan for Production Employees lands in the large band (1,481 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oshkosh Corporation Tax Deferred Plan for Production Employees reported net income rose from -$30M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Oshkosh Corporation Tax Deferred Plan for Production Employees reported participants fell from 1,711 in the plan year 2022 filing to 1,481 in the plan year 2023 filing.
  • Oshkosh Corporation Tax Deferred Plan for Production Employees end-of-year assets rose from $122M in the plan year 2022 filing to $135M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390520270 · Oshkosh Corporation PY 2023 · 401(k)

Oshkosh Corporation Tax Deferred Plan for Production Employees · $135M · 1,481 · 93rd

  • EBSA $135M
  • EBSA 1,481
  • EBSA 93rd
  • EBSA 401(k)
  • EBSA near Pride Industries 401(k) Retirement Plan
  • EBSA ind #16720

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 Tax Deferred Plan for Production Employees in the asset neighbourhood

Provider Care Group Safe Harbor 401(k) PlanProvider Care Group Safe Har…$135MOshkosh Corporation Tax Deferred Plan for Production EmployeesOshkosh Corporation Tax Defe…$135MPride Industries 401(k) Retirement PlanPride Industries 401(k) Reti…$135MVector Security, Inc. Retirement Savings PlanVector Security, Inc. Retire…$135MZelis Healthcare 401(k) Retirement PlanZelis Healthcare 401(k) Reti…$135M
End-of-year total assets ($M) among Oshkosh Corporation Tax Deferred Plan for Production Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$135M
Net Income$14M
Employer EIN390520270
Plan Effective Date1991-11-01
Filing StatusFILING 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
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.75B $2.34B ▲ +33.7%
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 Tax Deferred Plan for Production Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Oshkosh Corporation Tax Deferred Plan for Production Employees, Total assets ($B): 0.134939544 · Participants: 1481Oshkosh Corporation Tax Deferred Plan for Production EmployeesAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Oshkosh Corporation Tax Deferred Plan for Production Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oshkosh Corporation Tax Deferred Plan for Production Employees side-by-side with 3 peers →

Oshkosh Corporation Tax Deferred Plan for Production Employees's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pride Industries 401(k) Retirement Plan in CA ($135M); by covered participants it is See's Retirement Plan in CA (1,481 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($135M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,481 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oshkosh Corporation Tax Deferred Plan for Production Employees assets move in 2023? ▼
Oshkosh Corporation Tax Deferred Plan for Production Employees grew at a solid clip - up 11.0% during 2023, from $122M to $135M. Reported net income was $14M.
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 Tax Deferred Plan for Production Employees rank by assets among Form 5500 filers? ▼
Oshkosh Corporation Tax Deferred Plan for Production Employees ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oshkosh Corporation Tax Deferred Plan for Production Employees? ▼
Among 401(k) plans in other states, the closest by assets is Pride Industries 401(k) Retirement Plan in CA ($135M, 4,315 participants).
Which 401(k) plans cover a similar participant headcount to Oshkosh Corporation Tax Deferred Plan for Production Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is See's Retirement Plan in CA (1,481 participants, $79M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.