401(k) · DOL Form 5500 · 2022

Allison Transmission, Inc. 401(k) Plan

Data updated 2026-08-11

$116M
Total assets
1,399
Participants
94th
Percentile by assets
$82,843
Avg per participant
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Official DOL plan name: Allison Transmission Hourly Employee Savings Plan · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing

$116M in assets, 1,399 participants

Allison Transmission, Inc.'s Allison Transmission Hourly Employee Savings Plan reported $116M in total assets and 1,399 participants in its 2022 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 94th percentile by assets (of 139,126 plans)
  • #18,543 in Manufacturing (20,602 peers)

Coverage in Indiana

Allison Transmission Hourly Employee Savings Plan covers 1,399 participants in Indiana, 2.6x the typical Indiana plan (state average ~541 per filing). Assets: $116M.

$116M
total plan assets (2022 EOY)
1,399
covered participants
94th
percentile by assets (of 139,126 plans)
$82,843
avg assets per participant

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Allison Transmission Hourly Employee Savings Plan sits by total assets

Allison Transmission Hourly Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$115,897,360 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Indiana
Industry
Manufacturing

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Allison Transmission Hourly Employee Savings Plan reports 1,399 participants - 2.6x that state average ($116M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$116M
Net Income-$17M
Employer EIN260413897
Plan Effective Date2007-08-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Allison Transmission, Inc.)

$500M$550M$600M$650M$700M$750M 202220232024 $546M $698M ▲ +27.8%
Total plan assets by year, all Allison Transmission, Inc. plans on file
Year Plans Participants Total Assets
2022 4 3,409 $546M
2023 4 3,431 $617M
2024 4 3,674 $698M

Nearby 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Allison Transmission Hourly Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Allison Transmission…, Total assets ($B): 0.11589736 · Participants: 1399Allison Transmission…Elevance Health 401(…, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(…The Lilly Employee 4…, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 4…Cummins Retirement a…, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc.…
Allison Transmission Hourly Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Allison Transmission Hourly Employee Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Allison Transmission Hourly Employee Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Allison Transmission Hourly Employee Savings Plan assets move in 2022? ▼
Allison Transmission Hourly Employee Savings Plan pulled back noticeably - down 12.6% during 2022, from $133M to $116M. Reported net income was -$17M.
How have Allison Transmission, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allison Transmission, Inc.'s sponsor-wide assets grew 27.8%, from $546M to $698M.
Where does Allison Transmission Hourly Employee Savings Plan rank by assets among Form 5500 filers? ▼
Allison Transmission Hourly Employee Savings Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allison Transmission Hourly Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Angiodynamics, Inc. Retirement and Savings Plan in NY ($116M, 729 participants).

Next read for Allison Transmission Hourly Employee Sav…

Filing takeaways

Ways to act on Allison Transmission Hourly Employee Savings Plan's numbers.

  • By total assets, Allison Transmission Hourly Employee Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
  • Allison Transmission, Inc.'s sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260413897.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.