401k Record

Employers › Oshkosh

Oshkosh 401(k)

Recordkeeping fees per participant · largest plan, Oshkosh Corporation and Affiliates Tax-deferred Investment Plan · plan year 2024

$40.74

Higher than 66% of the 790 plans over $1B that report it.

Source

= $682,157 / 16,745
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014163259NAL0004544080001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014163259NAL0004544080001, received 2025-10-14

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Largest plan, all six figures: Oshkosh Corporation and Affiliates Tax-deferred Investment Plan

Recordkeeping fees per participantheadline

$40.74

10th: $6.72median $34.2890th: $56.58

Higher than 66% of the 790 plans over $1B that report it.

Source

= $682,157 / 16,745
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014163259NAL0004544080001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014163259NAL0004544080001, received 2025-10-14

Administrative expenses excluding investment management, per participant

$40.77

10th: $9.43median $44.4790th: $97.55

Higher than 43% of the 1,045 plans over $1B that report it.

Source

= $682,733 / 16,745
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014163259NAL0004544080001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014163259NAL0004544080001, received 2025-10-14

Administrative expenses per participant

$87.12

10th: $24.33median $70.0390th: $174.36

Higher than 63% of the 1,076 plans over $1B that report it.

Source

= $1,458,741 / 16,745
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014163259NAL0004544080001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014163259NAL0004544080001, received 2025-10-14

Administrative expenses as a share of assets

0.072%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 73% of the 1,076 plans over $1B that report it.

Source

= $1,458,741 / $2,034,978,017
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014163259NAL0004544080001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014163259NAL0004544080001, received 2025-10-14

Employer contributions per participant

$3,827

10th: $1,442median $3,74490th: $8,760

Higher than 51% of the 1,135 plans over $1B that report it.

Source

= $64,080,823 / 16,745
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014163259NAL0004544080001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014163259NAL0004544080001, received 2025-10-14

Employer share of total contributions

34.6%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 55% of the 1,135 plans over $1B that report it.

Source

= $64,080,823 / $185,264,744
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014163259NAL0004544080001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014163259NAL0004544080001, received 2025-10-14

Plan terms, as stated in Oshkosh Corporation's SEC filings

Plan terms are described in Oshkosh Corporation's SEC filings: Form 10-K filed 2026-02-17. No term could be quoted from them with the required precision.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
Oshkosh Corporation and Affiliates Tax-deferred Investment Plan$2,034,978,01716,745 $40.74 recordkeeping fees per participant2024
Oshkosh Corporation Tax Deferred Investment Plan for Production Employees$141,421,6801,616 $48.17 recordkeeping fees per participant2024

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Sponsor name as filed: OSHKOSH CORPORATION; SEC registrant: OSHKOSH CORP (CIK 775158, matched by EIN; display name from the Form 10-K cover).