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Oshkosh Corporation Hourly Employees' Retirement Plan

Corporate pension· Oshkosh, Wisconsin

Corporate pension, based in Oshkosh, Wisconsin, reporting $178M in assets, for 2,386 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $178M
Funded ratio: 100.0%
Managers: 3

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As of 2025-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2025, Oshkosh Corporation Hourly Employees' Retirement Plan funded ratio 103.2% -> 100.0% (2024-01-01 to 2025-01-01).

1 more adviser

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

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Relationship network

9 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

Some relationships on this record are counted rather than named here. They open with the full profile.

Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.

Reading the network

Sponsor
Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$178M

Total assets, Dec 31, 2025 reported

Funded

100.0%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

3 managers on Schedule C

Plan sponsor: Oshkosh Corporation

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Master trust investment accounts 98.2%

Consultants and advisers

4 firms

Baird Pension consultantthrough Dec 31, 2025 Form 5500
Principal Custody Solutions Trusteethrough Dec 31, 2025 Form 5500
Hewitt Associates Actuarythrough Dec 31, 2025 Form 5500

+1 more consultant or adviser advise this allocator

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

People

No investment staff or executives have been read for this allocator yet.

Manager roster

3 managers on Schedule C

From Schedule C (investment management, code 28)

Earnest Partnersplan years 2025
Systematic Financial Managementplan years 2025
Diamond Hill Capital Management Incplan years 2025

What changed

5 events

Jan 1, 2025Funded status changed
Oshkosh Corporation Hourly Employees' Retirement Plan funded ratio 103.2% -> 100.0% (2024-01-01 to 2025-01-01)
askebsa.dol.gov
Jan 1, 2024Funded status changed
Oshkosh Corporation Hourly Employees' Retirement Plan funded ratio 106.0% -> 103.2% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Dec 31, 2023Manager relationship started
Systematic Financial Management appears on Oshkosh Corporation Hourly Employees' Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
with Systematic Financial Managementaskebsa.dol.gov
Jan 1, 2023Funded status changed
Oshkosh Corporation Hourly Employees' Retirement Plan funded ratio 117.0% -> 106.0% (2022-01-01 to 2023-01-01)
askebsa.dol.gov
Jan 1, 2023Assets changed
Oshkosh Corporation Hourly Employees' Retirement Plan plan assets $176M -> $142M (-19.4%, 2022-01-01 to 2023-01-01)
askebsa.dol.gov

Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

43 readings

Total assets

$178M Dec 31, 2025 reported Form 5500

$166M (2024-12) · $155M (2023-12) · $142M (2022-12)

Plan assets

$166M Jan 1, 2025 reported Form 5500

$155M (2024-01) · $142M (2023-01) · $176M (2022-01)

Net assets

$178M Dec 31, 2025 reported Form 5500

$166M (2024-12) · $155M (2023-12) · $142M (2022-12)

Funded ratio

100.0% Jan 1, 2025 reported Form 5500

103.2% (2024-01) · 106.0% (2023-01) · 117.0% (2022-01)

Funding target

$156M Jan 1, 2025 reported Form 5500

$154M (2024-01) · $147M (2023-01) · $138M (2022-01)

Discount rate

5.37% Jan 1, 2025 reported Form 5500

5.25% (2024-01) · 5.35% (2023-01) · 5.52% (2022-01)

Participants

2,386 Jan 1, 2025 reported Form 5500

2,413 (2024-01) · 2,436 (2023-01) · 2,464 (2022-01)

Contributions

$3.2M Dec 31, 2025 reported Form 5500

$0 (2023-12) · $733 (2022-12)

Benefits paid

$7.5M Dec 31, 2025 reported Form 5500

$6.9M (2024-12) · $6.2M (2023-12) · $5.6M (2022-12)

Net investment income

$12.2M Dec 31, 2025 reported Form 5500

$10.4M (2024-12) · $13.4M (2023-12) · -$34.2M (2022-12)

Investment management fees

$853,377 Dec 31, 2025 reported Form 5500

$755,409 (2024-12) · $705,073 (2023-12) · $649,774 (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	2,386	$166M	$156M	100.0%	$178M	Not disclosed	$175M	Not disclosed
2024 to Dec 31, 2024	2,413	$155M	$154M	103.2%	$166M	Not disclosed	$166M	Not disclosed
2023 to Dec 31, 2023	2,436	$142M	$147M	106.0%	$155M	Not disclosed	$155M	Not disclosed
2022 to Dec 31, 2022	2,464	$176M	$138M	117.0%	$142M	Not disclosed	$142M	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

AON Hewitt Associates codes 11 15 17 50 $373,089 PY2025
Systematic Financial Management codes 28 50 51 $166,596 PY2025
Earnest Partners codes 28 50 51 $139,853 PY2025

+29 more service providers

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Provenance

Identifiers: EIN-PN 390520270-002

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments.

Record history

5 dated events on the change ledger, latest event first

Funded status changed
2025-01-01source on record
Funded status changed
2024-01-01source on record
Manager relationship started
2023-12-31source on record

+2 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+8 connections on the graph

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