Employer · plans filed under one EIN
Oshkosh Corporation
Oshkosh, WI · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Oshkosh Corporation, based in Oshkosh, Wisconsin, sponsors 3 retirement plans with 100 or more participants: 2 defined contribution and 1 defined benefit. Together they reported 22,583 participant records and $2.68B in net assets.
The largest is Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan, a 401(k) plan with 18,364 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $75.2M and participant contributions $110M in the latest plan years; benefits paid were $267M. Schedule C compensation reported to service provider organisations totalled $2.8M.
Combined net assets moved from $543M in 2009 to $2.68B in 2025 (up 394%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan | 401(k) plan | 2025 | 18,364 | $2.34B | $127,665 | $4,876 | $1.7M |
| Oshkosh Corporation Hourly Employees' Retirement Plan | defined benefit pension plan | 2025 | 2,353 | $178M | $75,651 | $4,000 | $920K |
| Oshkosh Corporation Tax Deferred Investment Plan for Production Employees | 401(k) plan | 2025 | 1,866 | $160M | $85,900 | $2,159 | $149K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 3 | 22,583 | $2.68B | $75.2M | $110M |
| 2024 | 3 | 21,222 | $2.34B | $66.8M | $107M |
| 2023 | 3 | 19,487 | $2.06B | $54.6M | $92.5M |
| 2022 | 3 | 17,648 | $1.75B | $49.8M | $87.6M |
| 2021 | 3 | 17,482 | $2.11B | $47.7M | $86.1M |
| 2020 | 3 | 17,435 | $1.92B | $49.6M | $75.5M |
| 2019 | 3 | 17,792 | $1.65B | $49.8M | $77.6M |
| 2018 | 3 | 17,655 | $1.32B | $45.2M | $72.8M |
| 2017 | 3 | 16,906 | $1.37B | $38.7M | $66.3M |
| 2016 | 3 | 17,201 | $1.14B | $38.6M | $57.2M |
| 2015 | 3 | 16,015 | $1.04B | $32.8M | $52.1M |
| 2014 | 3 | 15,004 | $1.01B | $30.0M | $47.0M |
| 2013 | 3 | 17,234 | $934M | $32.8M | $43.2M |
| 2012 | 3 | 16,041 | $761M | $17.3M | $40.3M |
| 2011 | 3 | 17,308 | $665M | $23.5M | $36.8M |
| 2010 | 3 | 16,708 | $649M | $19.4M | $34.1M |
| 2009 | 3 | 16,314 | $543M | $10.9M | $28.0M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Empower Advisory Group, LLC | Investment management; Investment advisory (participants) | 2 | $989,078 |
| Empower Annuity Insurance Company | Recordkeeping and information management; Participant loan processing | 2 | $893,777 |
| Aon Hewitt Associates | Actuarial; Recordkeeping and information management; Consulting (pension) | 1 | $373,089 |
| Systematic Financial Management | Investment management | 1 | $166,596 |
| Earnest Partners | Investment management | 1 | $139,853 |
| Diamond Hill Capital Management Inc. | Investment management | 1 | $90,440 |
| Robert W. Baird | Consulting (pension); Securities brokerage | 1 | $83,399 |
| Principal Bank | Trustee (bank, trust company, or similar financial institution); Other services | 1 | $66,295 |
| Qdro Consultants Company, LLC | — | 2 | $4,500 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Oshkosh Corporation have?
3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan, Oshkosh Corporation Hourly Employees' Retirement Plan and Oshkosh Corporation Tax Deferred Investment Plan for Production Employees. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Oshkosh Corporation contribute to its plans?
$75,247,961 in employer contributions across these plans in their latest plan years, about $4,633 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Empower Advisory Group, LLC, Empower Annuity Insurance Company, Aon Hewitt Associates and Systematic Financial Management and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.