Defined Benefit (Pension) · DOL Form 5500 · 2024

Oshkosh Corporation Pension Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
980
Participants Near avg headcount
93rd
Percentile by assets National rank
$169,202
Avg per participant Above avg balance/head
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Official DOL plan name: Oshkosh Corporation Hourly Employees' Retirement Plan · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing

$166M in assets, 980 participants

Oshkosh Corporation's Oshkosh Corporation Hourly Employees' Retirement Plan reported $166M in total assets and 980 participants in its 2024 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.

  • #16,033 in Manufacturing (17,777 peers)

Where Oshkosh Corporation Hourly Employees' Retirement Plan sits by assets

Oshkosh Corporation Hourly Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $166M for 980 participants (~$169,202/participant), up 6.7% in 2024.

#16,033
in Manufacturing (17,777 peers)
+6.7%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Oshkosh Corporation Hourly Employees' Retirement Plan's outsized position by total assets

Oshkosh Corporation Hourly Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$165,818,126 Top 7% higher than 93% 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 Hourly Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oshkosh Corporation Hourly Employees' Retirement Plan sits mid-pack in the medium band (980 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oshkosh Corporation Hourly Employees' Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Oshkosh Corporation Hourly Employees' Retirement Plan reported participants fell from 1,108 in the plan year 2023 filing to 980 in the plan year 2024 filing.
  • Oshkosh Corporation Hourly Employees' Retirement Plan end-of-year assets rose from $155M in the plan year 2023 filing to $166M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390520270 · Oshkosh Corporation PY 2024 · Defined Benefit (Pension)

Oshkosh Corporation Hourly Employees' Retirement Plan · $166M · 980 · 93rd

  • BOOK $166M
  • BOOK 980
  • BOOK 93rd
  • BOOK Defined Benefit (Pension)
  • BOOK near Hawaii Truckers-Teamsters Union Pension Plan
  • BOOK ind #16033

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 Hourly Employees' Retirement Plan in the asset neighbourhood

American Civil Liberties Union Retirement PlanAmerican Civil Liberties Uni…$166MPlumbers & Steamfitters Local 150 Pension FundPlumbers & Steamfitters Loca…$166MOshkosh Corporation Hourly Employees' Retirement PlanOshkosh Corporation Hourly E…$166MHawaii Truckers-Teamsters Union Pension PlanHawaii Truckers-Teamsters Un…$166MBlue Cross and Blue Shield of Kansas City Pension PlanBlue Cross and Blue Shield o…$166M
End-of-year total assets ($M) among Oshkosh Corporation Hourly Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$166M
Net Income$10M
Employer EIN390520270
Plan Effective Date1962-08-01
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 Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oshkosh Corporation Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Oshkosh Corporation Hourly Employees' Retirement Plan, Total assets ($B): 0.165818126 · Participants: 980Oshkosh Corporation Hourly Employees' Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Oshkosh Corporation Hourly Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Oshkosh Corporation Hourly Employees' Retirement Plan side-by-side with 3 peers →

Oshkosh Corporation Hourly Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Hawaii Truckers-Teamsters Union Pension Plan in HI ($166M); by covered participants it is Westlake Defined Benefit Plan in TX (981 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (980 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 Hourly Employees' Retirement Plan assets move in 2024? ▼
Oshkosh Corporation Hourly Employees' Retirement Plan grew at a solid clip - up 6.7% during 2024, from $155M to $166M. Reported net income was $10M.
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 Hourly Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Oshkosh Corporation Hourly Employees' Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Oshkosh Corporation Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hawaii Truckers-Teamsters Union Pension Plan in HI ($166M, 364 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oshkosh Corporation Hourly Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Westlake Defined Benefit Plan in TX (981 participants, $417M 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.