Oshkosh Corporation And Affiliates Tax Deferred Investment 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 And Affiliates Tax Deferred Investment Plan is a benefit plan reported by Oshkosh Corporation under EIN 39-0520270 and plan number 003. The latest loaded filing year is 2023. The filing reports 13,409 participants and $1,764,985,534 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oshkosh Corporation
EIN
39-0520270
Plan number
003
Plan type
2
Location
Oshkosh, WI
Latest filing year
2023
Participants
13,409
End-of-year plan assets
$1,764,985,534

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,409H, C20241014082117NAL0014640867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,764,985,534
Total liabilities (EOY)
$0
Net assets (EOY)
$1,764,985,534
Net assets (BOY)
$1,482,324,963

Income & contributions

Employer contributions
$52,360,894
Participant contributions
$86,960,504
Total contributions
$159,850,234
Total income / additions
$444,696,920

Expenses & distributions

Benefits paid
$160,644,881
Administrative expenses
$1,203,909
Total expenses
$162,223,790
Net increase / (decrease)
$282,473,130

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$618,455not reported in the loaded dataset2023
Empower Annuity Insurance CompanyNONE$583,488$02023

Related Form 5500 pages