Plan Ledger DOL Form 5500 · updated monthly

Oshkosh Corporation401(k)

OSHKOSH CORPORATION AND AFFILIATES TAX DEFERRED INVESTMENT PLAN · OSHKOSH, WI · plan year 2025

Reported admin expense ratio · 2025
0.08%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Oshkosh Corporation reported $1,737,913 in plan administrative expenses for 2025: 0.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,876 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other manufacturing employers. By assets it is the 11th-largest of 1,936 plans among Wisconsin employers on file, and the 141st of 13,661 in manufacturing. In 2025, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 10,771 to 14,251 since 2022.

Plan summary
Net assets, end of year$2,344,433,960
Participants with balances18,173
Active participants14,251
Employer contributions$69,480,846
Employee contributions$104,307,023
Employer contribution per active participant$4,876
Average account balance$129,006
Benefits paid to participants$245,284,437
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$2.3B · 18,173 accts · $69.5M emplr
2024$2.0B · 16,745 accts · $64.1M emplr
2023$1.8B · 15,033 accts · $52.4M emplr
2022$1.5B · 13,189 accts · $47.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$812,893
Investment management$921,420
Total administrative$1,737,913
The Oshkosh Corporation 401(k) match · 2025
Employer contribution per active participant$4,876
Median for plans this size$5,084
2025$4,876 per active participant
2024$4,598 per active participant
2023$4,185 per active participant
2022$4,389 per active participant

Oshkosh Corporation's 2025 employer contribution ran below the $5,084 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$812,893
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$921,420
QDRO CONSULTANTS COMPANY, LLC$3,600

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Empower
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$1,737,913 · 0.08%
2024$1,458,741 · 0.08%
2023$1,203,909 · 0.07%
2022$1,111,448 · 0.07%
All plans at this employer2
OSHKOSH CORPORATION AND AFFILIATES TAX DEFERRED INVESTMENT PLAN401(k)
OSHKOSH CORPORATION TAX DEFERRED PLAN FOR PRODUCTION EMPLOYEES401(k)
Same employer
Similar plansManufacturing · Wisconsin
Johnson Controls, Inc. WI$7.7B · 0.06%
Schreiber Foods, Inc. WI$3.2B · 0.00%
Quad/Graphics, Inc. WI$2.1B · 0.06%
S.C. Johnson & Son, Inc. WI$1.7B · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390520270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.