Oshkosh Corporation Hourly Employees' Retirement Plan — Form 5500 plan (Oshkosh Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oshkosh Corporation Hourly Employees' Retirement Plan is a benefit plan reported by Oshkosh Corporation under EIN 39-0520270 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,436 participants and $155,414,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oshkosh Corporation
- EIN
- 39-0520270
- Plan number
- 002
- Plan type
- 2
- Location
- Oshkosh, WI
- Latest filing year
- 2023
- Participants
- 2,436
- End-of-year plan assets
- $155,414,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,436 | H, C | 20241010175151NAL0021553921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,414,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,414,038
- Net assets (BOY)
- $142,062,473
Income & contributions
- Total contributions
- $0
- Total income / additions
- $21,190,140
Expenses & distributions
- Benefits paid
- $6,235,548
- Administrative expenses
- $1,603,027
- Total expenses
- $7,838,575
- Net increase / (decrease)
- $13,351,565
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Hewitt Associates | NONE | $290,979 | not reported in the loaded dataset | 2023 |
| Systematic Financial Management | NONE | $147,105 | not reported in the loaded dataset | 2023 |
| Earnest Partners | NONE | $121,033 | not reported in the loaded dataset | 2023 |
| Diamond Hill Capital Management Inc | NONE | $75,595 | not reported in the loaded dataset | 2023 |
| Robert W. Baird | NONE | $72,611 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $69,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oshkosh Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Oshkosh, WI
- Aon Hewitt Associates — Schedule C compensation
- Systematic Financial Management — Schedule C compensation
- Earnest Partners — Schedule C compensation
- Diamond Hill Capital Management Inc — Schedule C compensation
- Robert W. Baird — Schedule C compensation
- Principal Bank — Schedule C compensation