Department of Labor filing

SAMMONS PLUMBING OSHKOSH, INC.

SAMMONS PLUMBING OSHKOSH, INC. PROFIT SHARING PLAN · For the plan year ended May 31, 2026

Spot something wrong?
Public filing 2025 · received Jul 20, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions also rank above most comparable plans.

62Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers85/10030% of the full model
Lower reported administrative cost1/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

09 · Employer contribution vs. peers85th percentile

Up 0.0% over the filing history shown.

What still needs verification

vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202560out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions85th percentileTypical peer $1,879 · based on 35,497 comparable plans
Lower reported administrative expense1st percentileTypical peer $96 · based on 31,706 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended May 31, 2026, SAMMONS PLUMBING OSHKOSH, INC. reported $19,194 in employer contributions across this plan, or $4,799 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating4

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison60/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$19,194
$4,799 per active participant
Participant contributions
$99,234
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
16.2%
Active participants
4
Small plan
Total participants
4
4 at the beginning of the year
Ending assets
$1,801,981
$450,495 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$1,462,867
Ending net assets
$1,801,981
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$394,178
Total expenses
$55,064
Administrative expenses
$10,830
$2,708 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$4,799
Administrative cost per participant
2025
$2,708
Active participants
2025
4
Total plan assets
2025
$1,801,981
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$4,79941.8M

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
391204180-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 31, 1976
Industry
Construction
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025OSHKOSH CORP — 10-K filed 2026-02-17
Official filing · details not yet checked
What it says about employer contributions

antially all domestic employees. The plans allow employees to defer 2 % to 100 % of their income on a pre-tax basis. Each employee who elects to participate is eligible to receive Company matching contributions, which are based on employee contributions to the plans, subject to certain limitations. For certain businesses, in addition to matching contributions, the company also contributes between 2 % and 6 % of an employee’s base pay, depending on age. Amounts expensed for Company matching and non-elective contributions were $ 68.1 million , $ 61.2 million and $ 58.7 million in 2025, 2024 and 2023 , respectively. 7. Income Taxes Pre-tax income was taxed in the following jurisdictions (in millions): Year Ended December 31, 2025 2024 2023 Domestic $ 742.5 $ 829.2 $ 705.9 Foreign 99.5 73.8 91

What it says about fees

mproved pricing ($69 million). The decrease in consolidated gross margin was primarily due to higher labor and overhead costs (100 basis points). Consolidated selling, general and administrative expenses decreased primarily due to lower incentive compensation accruals ($30 million). During 2024, the Company recorded impairment charges related to Pratt Miller goodwill and intangibles ($52 million) as a result of unfavorable performance compared to forecast and adverse market conditions related to mobility and motorsports. During 2025, the Company impaired the remaining Pratt Miller goodwill ($6 million) as a reduction in royalties expected on defense contracts led to a further decline in the Company's expectations of future performance of the reporting unit. The decrease in consolidated ope

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260720141003NAL0007072275001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗