401(k) · DOL Form 5500 · 2023

Oshkosh Corporation 401(k) Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
10,771
Participants Very large workforce
99th
Percentile by assets National rank
$163,865
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #18,440 in Manufacturing (18,722 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 ~563 per filing). Assets: $1.8B.

#18,440
in Manufacturing (18,722 peers)
+19.1%
assets growth YoY
18×
vs typical plan assets (national mean)

Oshkosh Corporation and Affiliates Tax Deferred Investment Plan's outsized position by total assets

Oshkosh Corporation and Affiliates Tax Deferred Investment Plan vs every filed plan by assets

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

$1,764,985,534 Top 1% higher than 99% 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 and Affiliates Tax Deferred Investment Plan's mega-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 and Affiliates Tax Deferred Investment Plan is a mega filing (10,771 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Oshkosh Corporation and Affiliates Tax Deferred Investment Plan · $1.8B · 10,771 · 99th

  • BOOK $1.8B
  • BOOK 10,771
  • BOOK 99th
  • BOOK 401(k)
  • BOOK near Woodward Retirement Savings Plan
  • BOOK ind #18440

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 and Affiliates Tax Deferred Investment Plan in the asset neighbourhood

Woodward Retirement Savings PlanWoodward Retirement Savings …$1.8BJohn Deere Tax Deferred Savings PlanJohn Deere Tax Deferred Savi…$1.8BHolland and Knight Profit Sharing Plan & TrustHolland and Knight Profit Sh…$1.8BOshkosh Corporation and Affiliates Tax Deferred Investment PlanOshkosh Corporation and Affi…$1.8BBertelsmann 401(k) Savings PlanBertelsmann 401(k) Savings P…$1.8B
End-of-year total assets ($B) among Oshkosh Corporation and Affiliates Tax Deferred Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.8B
Net Income$282M
Employer EIN390520270
Plan Effective Date1972-08-01
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 and Affiliates Tax Deferred Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Oshkosh Corporation and Affiliates Tax Deferred Investment Plan, Total assets ($B): 1.764985534 · Participants: 10771Oshkosh Corporation and Affiliates Tax Deferred Investment PlanAdvocate 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 and Affiliates Tax Deferred Investment Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Oshkosh Corporation and Affiliates Tax Deferred Investment Plan side-by-side with 3 peers →

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 (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 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's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Woodward Retirement Savings Plan in CO ($1.8B); by covered participants it is Gilead Sciences 401(k) Plan in CA (10,757 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,771 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 and Affiliates Tax Deferred Investment Plan assets move in 2023? ▼
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan grew sharply - up 19.1% during 2023, from $1.5B to $1.8B. Reported net income was $282M.
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 and Affiliates Tax Deferred Investment Plan rank by assets among Form 5500 filers? ▼
Oshkosh Corporation and Affiliates Tax Deferred Investment Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Oshkosh Corporation and Affiliates Tax Deferred Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woodward Retirement Savings Plan in CO ($1.8B, 5,847 participants).
Which 401(k) plans cover a similar participant headcount to Oshkosh Corporation and Affiliates Tax Deferred Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gilead Sciences 401(k) Plan in CA (10,757 participants, $3.5B 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.