Oshkosh 401(k) and pension plans

Oshkosh Corporation, Oshkosh, WI. EIN 39-0520270. Annual reports 2009–2025.

Oshkosh Corporation has 3 active retirement plans on file. The largest is the Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan, with 18,364 participants and $2.3 billion in assets in 2025. Empower has been its recordkeeper since 2021.

Active plans
3
Participants
22,583
Plan assets
$2.7 billion
401(k) recordkeeper
Empower
Plans on file
4
Industry
Manufacturing

All 4 plans

Active plans first

Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
003Employer EIN 39-0520270
Participants (2025)
18,364
Net assets (2025)
$2.3 billion
Recordkeeper
EmpowerEarlier: Fidelity (2009–2020)
Plan administrator
Oshkosh Corporation
1917 Four Wheel Drive
Oshkosh, WI 54902
(920) 502-3009As filed for 2025
In effect since
August 1, 1972

Earlier plan names: Oshkosh Corporation and Affiliates Tax Deferred Investment Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
202518,364$2.3 billionEmpower
202417,100$2.0 billionEmpower
202315,378$1.8 billionEmpower
202213,409$1.5 billionEmpower
202112,992$1.8 billionEmpower
202012,662$1.6 billionFidelity
201913,087$1.4 billionFidelity
201812,914$1.1 billionFidelity
201712,033$1.1 billionFidelity
201611,869$946 millionFidelity
201511,576$856 millionFidelity
201411,019$822 millionFidelity
201311,354$748 millionFidelity
201210,350$597 millionFidelity
201110,433$521 millionFidelity
201010,227$521 millionFidelity
200910,225$442 millionFidelity

Oshkosh Corporation Hourly Employees' Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
002Employer EIN 39-0520270
Participants (2025)
2,353
Net assets (2025)
$178 million
Administered by
Alight2019–2025
Plan administrator
Oshkosh Corporation
1917 Four Wheel Drive
Oshkosh, WI 54902
(920) 502-3009As filed for 2025
In effect since
August 1, 1962

Earlier plan names: Oshkosh Corporation Hourly Employees Retirement Plan.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20252,353$178 millionAlight
20242,386$166 millionAlight
20232,413$155 millionAlight
20222,436$142 millionAlight
20212,464$176 millionAlight
20202,492$157 millionnot listed
20192,523$135 millionAlight
20182,576$111 millionnot listed
20172,666$118 millionnot listed
20162,959$111 millionnot listed
20152,630$102 millionnot listed
20142,469$101 millionnot listed
20132,599$98.5 millionnot listed
20122,637$90.8 millionnot listed
20113,605$82.1 millionnot listed
20103,640$68.4 millionnot listed
20093,185$51.2 millionnot listed

Oshkosh Corporation Tax Deferred Investment Plan for Production Employees

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number
004Employer EIN 39-0520270
Participants (2025)
1,866
Net assets (2025)
$160 million
Recordkeeper
EmpowerEarlier: Fidelity (2009–2020)
Plan administrator
Oshkosh Corporation
1917 Four Wheel Drive
Oshkosh, WI 54902
(920) 502-3009As filed for 2025
In effect since
November 1, 1991

Earlier plan names: Oshkosh Corporation Tax Deferred Plan for Production Employees.

Year by year, 2009 to 2025
Plan yearParticipantsNet assetsRecordkeeper
20251,866$160 millionEmpower
20241,736$141 millionEmpower
20231,696$135 millionEmpower
20221,803$122 millionEmpower
20212,026$152 millionEmpower
20202,281$145 millionFidelity
20192,182$124 millionFidelity
20182,165$101 millionFidelity
20172,207$104 millionFidelity
20162,373$87.3 millionFidelity
20151,809$81.5 millionFidelity
20141,516$86.6 millionFidelity
20133,281$87.8 millionFidelity
20123,054$73.8 millionFidelity
20113,270$61.9 millionFidelity
20102,841$60.0 millionFidelity
20092,904$49.8 millionFidelity

Oshkosh Corporation Salaried and Clerical Employees' Retirement Plan

Pension (defined benefit), frozenClosedUnion (multiemployer)

Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.

Plan number
001Employer EIN 39-0520270
Participants (2022)
2
Net assets (2022)
$36,365
Administered by
Alight2019–2022
Plan administrator
Oshkosh Corporation
1917 Four Wheel Drive
Oshkosh, WI 54902
(920) 502-3009As filed for 2023
In effect since
March 1, 1972

Earlier plan names: Oshkosh Corporation Salaried and Clerical Employees Retirement Plan.

Year by year, 2009 to 2023
Plan yearParticipantsNet assetsRecordkeeper
20230$0not listed
20222$36,365Alight
20211,506$168 millionAlight
20201,532$152 millionnot listed
20191,553$131 millionAlight
20181,569$114 millionnot listed
20171,600$123 millionnot listed
20161,758$116 millionnot listed
20151,757$106 millionnot listed
20141,805$117 millionnot listed
20132,072$120 millionnot listed
20122,226$107 millionnot listed
20112,149$102 millionnot listed
20102,069$85.3 millionnot listed
20091,858$67.0 millionnot listed

If you had money in one of these plans

  1. Call Empower (empower.com), which runs the Oshkosh Corporation and Affiliates Tax-Deferred Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((920) 502-3009). That number was filed for 2025; ask for the benefits or retirement plan office.
  3. If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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