401(k) · DOL Form 5500 · 2023

Oshkosh Corporation 401(k) Plan

Data updated 2026-08-11

$135M
Total assets
1,481
Participants
93rd
Percentile by assets
$91,114
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$135M
total plan assets (2023 EOY)
1,481
covered participants
93rd
percentile by assets (of 127,072 plans)
$91,114
avg assets per participant

Where Oshkosh Corporation Tax Deferred Plan for Production Employees sits 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 $2,010,000,000 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

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 →

State
Industry

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Oshkosh Corporation Tax Deferred Plan for Production Employees reports 1,481 participants - 2.6x that state average ($135M EOY assets).

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)

$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 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 ($B) Participants Oshkosh Corporation …, Total assets ($B): 0.134939544 · Participants: 1481Oshkosh Corporation …Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
Oshkosh Corporation Tax Deferred Plan for Production Employees vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Oshkosh Corporation Tax Deferred Plan for Production Employees by total assets, not by location.

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).

Next read for Oshkosh Corporation Tax Deferred Plan fo…

Filing takeaways

Ways to act on Oshkosh Corporation Tax Deferred Plan for Production Employees's numbers.

  • By total assets, Oshkosh Corporation Tax Deferred Plan for Production Employees ranks in the top 10% of all filed plans by assets. 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