401(k) · DOL Form 5500 · 2023
Oshkosh Corporation 401(k) Plan
Data updated 2026-08-06
- $1.8B
- Total assets
- 10,771
- Participants
- 99th
- Percentile by assets
- $163,865
- Avg per participant
Official DOL plan name: Oshkosh Corporation and Affiliates Tax Deferred Investment Plan · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing
$1.8B in assets, 10,771 participants
Oshkosh Corporation's Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reported $1.8B in total assets and 10,771 participants in its 2023 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 126,618 plans)
- #18,390 in Manufacturing (18,672 peers)
Coverage in Wisconsin
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan covers 10,771 participants in Wisconsin, 19x the typical Wisconsin plan (state average ~565 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2023 EOY)
- 10,771
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $163,865
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reported net income rose from -$297M in the plan year 2022 filing to $282M in the plan year 2023 filing.
- Oshkosh Corporation and Affiliates Tax Deferred Investment Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
- Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reported participants rose from 10,525 in the plan year 2022 filing to 10,771 in the plan year 2023 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reports 10,771 participants - 19x that state average ($1.8B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $282M |
| Employer EIN | 390520270 |
| Plan Effective Date | 1972-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oshkosh Corporation)
| 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
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Scale composition for Oshkosh Corporation and Affiliates Tax Deferred Investment Plan
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan reports $1.8B in end-of-year assets across 10,771 participants (0.015% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.012% of 89,805,449 covered participants) - about $163,865 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2023 was $282M.
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 | Open filing |
| 2023 | 10,771 | $1.8B | This page |
| 2024 · index core | 12,511 | $2.0B | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan (401(k), $2.0B, 12,511 participants)
- Oshkosh Corporation Hourly Employees' Retirement Plan (Defined Benefit (Pension), $166M, 980 participants)
- Oshkosh Corporation Tax Deferred Investment Plan for Production Employees (401(k), $141M, 1,357 participants)
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.
- Woodward Retirement Savings Plan (CO) $1.8B · 5,847
- Bertelsmann 401(k) Savings Plan (NY) $1.8B · 8,368
- John Deere Tax Deferred Savings Plan (IL) $1.8B · 13,538
- Holland and Knight Profit Sharing Plan & Trust (FL) $1.8B · 3,060
Frequently Asked Questions
How did Oshkosh Corporation and Affiliates Tax Deferred Investment Plan assets move in 2023? ▼
How have Oshkosh Corporation plan assets changed over time? ▼
Where does Oshkosh Corporation and Affiliates Tax Deferred Investment Plan rank by assets among Form 5500 filers? ▼
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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