401(k) · DOL Form 5500 · 2024

Oshkosh Corporation 401(k) Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
12,511
Participants Very large workforce
99th
Percentile by assets National rank
$162,655
Avg per participant Above avg balance/head
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Official DOL plan name: Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing

$2.0B in assets, 12,511 participants

Oshkosh Corporation's Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan reported $2.0B in total assets and 12,511 participants in its 2024 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.

  • #17,528 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan covers 12,511 participants in Wisconsin, 22x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.0B.

#17,528
in Manufacturing (17,777 peers)
+15.3%
assets growth YoY
20×
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 2024 · DOL Form 5500

$2,034,978,017 Top 1% higher than 99% of 123,620 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 2024

Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan's mega-plan peer group by participant headcount

Plan-year 2024 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 (12,511 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan reported participants rose from 10,771 in the plan year 2023 filing to 12,511 in the plan year 2024 filing.
  • Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan end-of-year assets rose from $1.8B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.
  • Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan reported net income fell from $282M in the plan year 2023 filing to $251M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390520270 · Oshkosh Corporation PY 2024 · 401(k)

Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan · $2.0B · 12,511 · 99th

  • PHOTO $2.0B
  • PHOTO 12,511
  • PHOTO 99th
  • PHOTO 401(k)
  • PHOTO near Nisource Inc Retirement Savings Plan
  • PHOTO ind #17528

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

L'oreal USA, Inc. Employee Retirement Savings PlanL'oreal USA, Inc. Employee R…$2.0BLand O'lakes, Inc. Employee Savings and Supplemental Retirement PlanLand O'lakes, Inc. Employee …$2.0BOshkosh Corporation and Affiliates Tax-Deferred Investment PlanOshkosh Corporation and Affi…$2.0BNisource Inc Retirement Savings PlanNisource Inc Retirement Savi…$2.0BWestlake Savings Plan$2.0B
End-of-year total assets ($B) among Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$2.0B
Net Income$251M
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 024681012 Total assets ($B) Participants Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan, Total assets ($B): 2.034978017 · Participants: 12511Oshkosh Corporation and Affiliates Tax-Deferred Investment PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell 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 $2.0B in end-of-year assets across 12,511 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $162,655 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2024 was $251M.

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 Open filing
2024 · index core 12,511 $2.0B This page

The same sponsor also keeps 2 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 Nisource Inc Retirement Savings Plan in IN ($2.0B); by covered participants it is The Quikrete Companies Profit Sharing and Tax Deferred Plan in GA (12,489 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (12,511 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan grew sharply - up 15.3% during 2024, from $1.8B to $2.0B. Reported net income was $251M.
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 123,622 plans that reported assets for plan year 2024 (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 Nisource Inc Retirement Savings Plan in IN ($2.0B, 7,619 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 The Quikrete Companies Profit Sharing and Tax Deferred Plan in GA (12,489 participants, $622M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.