401(k) · DOL Form 5500 · 2022

Allison Transmission, Inc. 401(k) Plan

Data updated 2026-08-11

$273M
Total assets
1,536
Participants
97th
Percentile by assets
$177,409
Avg per participant
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Official DOL plan name: Allison Transmission Employee Retirement Savings Plan · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing

$273M in assets, 1,536 participants

Allison Transmission, Inc.'s Allison Transmission Employee Retirement Savings Plan reported $273M in total assets and 1,536 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #19,467 in Manufacturing (20,602 peers)

Coverage in Indiana

Allison Transmission Employee Retirement Savings Plan covers 1,536 participants in Indiana, 2.8x the typical Indiana plan (state average ~541 per filing). Assets: $273M.

$273M
total plan assets (2022 EOY)
1,536
covered participants
97th
percentile by assets (of 139,126 plans)
$177,409
avg assets per participant

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Allison Transmission Employee Retirement Savings Plan sits by total assets

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

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

$272,500,193 Top 3% higher than 97% 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 Employee Retirement Savings Plan reports 1,536 participants - 2.8x that state average ($273M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$316M
Net Assets (End of Year)$273M
Net Income-$43M
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 Employee Retirement 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): 0.272500193 · Participants: 1536Allison 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 Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Allison Transmission Employee Retirement… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Allison Transmission Employee Retirement Savings Plan assets move in 2022? ▼
Allison Transmission Employee Retirement Savings Plan pulled back noticeably - down 13.8% during 2022, from $316M to $273M. Reported net income was -$43M.
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 Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allison Transmission Employee Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Allison Transmission Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Colliers International USA, LLC & Affiliated Employers 401(k) Plan in WA ($273M, 2,945 participants).

Next read for Allison Transmission Employee Retirement…

Filing takeaways

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

  • By total assets, Allison Transmission Employee Retirement Savings Plan ranks in the top 5% 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.