401(k) · DOL Form 5500 · 2022

Allison Transmission, Inc. 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
1,399
Participants Near avg headcount
94th
Percentile by assets National rank
$82,843
Avg per participant Below avg balance/head
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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.

  • #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.

#18,543
in Manufacturing (20,602 peers)
-12.6%
assets change YoY
1.2×
vs typical plan assets (national mean)

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.

Allison Transmission Hourly Employee Savings Plan's outsized position 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 $2,050,000,000 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

Allison Transmission Hourly Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allison Transmission Hourly Employee Savings Plan lands in the large band (1,399 participants).

DOL schedule card

Filing strip 260413897 · Allison Transmission, Inc. PY 2022 · 401(k)

Allison Transmission Hourly Employee Savings Plan · $116M · 1,399 · 94th

  • BOOK $116M
  • BOOK 1,399
  • BOOK 94th
  • BOOK 401(k)
  • BOOK near Angiodynamics, Inc. Retirement and Savings Plan
  • BOOK ind #18543

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Indiana →

Allison Transmission Hourly Employee Savings Plan in the asset neighbourhood

IBEW Local Union No. 9 and Line Clearance Contract 401(k) Retirement FundIBEW Local Union No. 9 and L…$116MHarmonic Inc. 401(k) Plan$116MGlobal Healthcare Exchange 401(k) and Defined Contribution PlanGlobal Healthcare Exchange 4…$116MAllison Transmission Hourly Employee Savings PlanAllison Transmission Hourly …$116MAngiodynamics, Inc. Retirement and Savings PlanAngiodynamics, Inc. Retireme…$116M
End-of-year total assets ($M) among Allison Transmission Hourly Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Allison Transmission, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$698M 27.764396871960084% vs 2022
2024 filing year
$500M$550M$600M$650M$700M$750M 202220232024 $546M $698M ▲ +27.8%
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 ($B) Participants Allison Transmission Hourly Employee Savings Plan, Total assets ($B): 0.11589736 · Participants: 1399Allison Transmission Hourly Employee Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Allison Transmission Hourly Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Allison Transmission Hourly Employee Savings Plan side-by-side with 3 peers →

Allison Transmission Hourly Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Angiodynamics, Inc. Retirement and Savings Plan in NY ($116M); by covered participants it is Kaizen Dining 401(k) Plan & Trust in CA (1,399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,399 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Allison Transmission Hourly Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaizen Dining 401(k) Plan & Trust in CA (1,399 participants, $136K in assets).

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.