Oshkosh Corporation and Affiliates Tax-deferred Investment Plan
Oshkosh Corporation, Oshkosh WI. Employer ID 390520270, plan number 003. Annual reports on file for 2009 to 2025.
Where the money went
Plans that moved money into this one:
- 2009: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2010: money from Imt Office & Salaried 401(k) Plan moved in.
- 2010: money from Imt Plant Employees 401(k) Plan and Trust moved in.
- 2011: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2012: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2013: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2014: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2015: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2016: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2017: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2018: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2019: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2021: money from Jfm Enterprises, Inc. 401(k) Plan moved in.
- 2021: money from Kewaunee Fabrications LLC 401(k) Plan moved in.
- 2021: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2022: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2023: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- 2023: money from Kewaunee Fabrications LLC 401(k) Plan moved in.
- 2024: money from Aerotech Corporation Airport Services Savings and Investment Plan moved in.
- 2024: money from Oshkosh Corporation Tax Deferred Investment Plan for Production Employees moved in.
- Filed 2009-2025Oshkosh Corporation and Affiliates Tax-deferred Investment Plan, Oshkosh Corporation
- TodayOshkosh Corporation and Affiliates Tax-deferred Investment Plan still files. Empower Annuity Insurance Company keeps the records. That is where to ask.
Records are kept by Empower Annuity Insurance Company, per the 2025 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2017: The plan reported that it didn't pay some benefits on time.
- 2018: The plan reported that it didn't pay some benefits on time.
- 2019: The plan reported that it didn't pay some benefits on time.
- 2020: The plan reported that it didn't pay some benefits on time.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2014 | 11,019 | 1,983 | Filing |
| 2015 | 11,576 | 2,214 | Filing |
| 2016 | 11,869 | 2,259 | Filing |
| 2017 | 12,033 | 2,043 | Filing |
| 2018 | 12,914 | 2,269 | Filing |
| 2019 | 13,087 | 2,388 | Filing |
| 2020 | 12,662 | 2,620 | Filing |
| 2021 | 12,992 | 2,240 | Filing |
| 2022 | 13,409 | 2,351 | Filing |
| 2023 | 15,378 | 2,560 | Filing |
| 2024 | 17,100 | 2,803 | Filing |
| 2025 | 18,364 | 3,699 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.