Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC.

Name: OSHKOSH FAMILY, INC. - 403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC. (2025) Form 5500
Creator: OSHKOSH FAMILY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC., OSHKOSH FAMILY, INC.

OSHKOSH FAMILY, INC.EIN 39-0806160Plan #001PY 2025

36 BROAD ST STE 120 - OSHKOSH, WI 549015259920-231-9520oshkoshfamily.orgLinkedIn1-10 employeeshealth, wellness and fitness

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-25.6% from 2024

Total participants

-9.1% from 2024

Average account balance

$70,495

-21.9% from 2024

Annual return

13.01%

-0.72 pp from 2024

Benchmarks

See 88,187 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort88,187 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$70K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.01%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$42289

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2E2S2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$846K

$56385 / participant

Other / not subdivided$846K100.0%

% of EOY assets

59.988%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$70,495

$177,572-60.3%

$154,803-54.5%

$142,382-50.5%

Participation rate

100.0%

82.1%+17.9pp

78.1%+21.9pp

80.1%+19.9pp

Annual return

13.01%

65.07%-52.1pp

58.88%-45.9pp

217.08%-204.1pp

Employer contribution / active EE

$3,779

$4,810-21.4%

$4,305-12.2%

$4,299-12.1%

Participant deferral / active EE

$3,845

$6,272-38.7%

$5,540-30.6%

$6,507-40.9%

Admin fee / account holder

$42,289

$16,786+151.9%

$14,329+195.1%

$12,624+235.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF OSHKOSH FAMILY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion