401(k) · DOL Form 5500 · 2024
Oshkosh Corporation 401(k) Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 1,357
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $104,216
- Avg per participant Below avg balance/head
Official DOL plan name: Oshkosh Corporation Tax Deferred Investment Plan for Production Employees · Sponsored by Oshkosh Corporation · Wisconsin · Manufacturing
$141M in assets, 1,357 participants
Oshkosh Corporation's Oshkosh Corporation Tax Deferred Investment Plan for Production Employees reported $141M in total assets and 1,357 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.
- #15,802 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Oshkosh Corporation Tax Deferred Investment Plan for Production Employees covers 1,357 participants in Wisconsin, 2.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $141M.
- #15,802
- in Manufacturing (17,777 peers)
- +4.8%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Oshkosh Corporation Tax Deferred Investment Plan for Production Employees's outsized position by total assets
Oshkosh Corporation Tax Deferred Investment Plan for Production Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$141,421,680 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oshkosh Corporation Tax Deferred Investment Plan for Production Employees's large-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 Tax Deferred Investment Plan for Production Employees lands in the large band (1,357 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oshkosh Corporation Tax Deferred Investment Plan for Production Employees reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Oshkosh Corporation Tax Deferred Investment Plan for Production Employees reported participants fell from 1,481 in the plan year 2023 filing to 1,357 in the plan year 2024 filing.
- Oshkosh Corporation Tax Deferred Investment Plan for Production Employees end-of-year assets rose from $135M in the plan year 2023 filing to $141M in the plan year 2024 filing.
DOL schedule card
Filing strip 390520270 · Oshkosh Corporation PY 2024 · 401(k)
Oshkosh Corporation Tax Deferred Investment Plan for Production Employees · $141M · 1,357 · 93rd
- BOOK $141M
- VS-ST 1,357
- BOY 93rd
- SCH 401(k)
- EBSA near Health Alliance Plan & Populance 401(k) Plan
- PART ind #15802
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 Tax Deferred Investment Plan for Production Employees in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $135M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $9M |
| Employer EIN | 390520270 |
| Plan Effective Date | 1991-11-01 |
| Filing Status | FILING 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
| 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.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Oshkosh Corporation Tax Deferred Investment Plan for Production Employees's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Health Alliance Plan & Populance 401(k) Plan in MI ($141M); by covered participants it is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN (1,357 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- Health Alliance Plan & Populance 401(k) Plan (MI) $141M · 1,163
- Bose Mckinney & Evans Retirement Plan (IN) $141M · 168
- Schulte Roth & Zabel LLP Thrift Plan (IL) $141M · 269
- Interstate Batteries 401(k) Plan (TX) $141M · 1,266
Similar participant headcount
Nearest other-state filings by covered participants (1,357 participants); asset peers above are excluded.
- Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan (MN) 1,357 · 0 off
- Amesbury Group, Inc. Retirement Savings Plan (SD) 1,357 · 0 off
- Wideopenwest 401(k) Plan (CO) 1,356 · 1 off
- New Jersey Resources Corporation Employees' Retirement Savings Plan (NJ) 1,356 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.