401(k) · DOL Form 5500 · 2023
Allison Transmission, Inc. 401(k) Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 1,425
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $96,267
- Avg per participant Below avg balance/head
Official DOL plan name: Allison Transmission Hourly Employee Savings Plan · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing
$137M in assets, 1,425 participants
Allison Transmission, Inc.'s Allison Transmission Hourly Employee Savings Plan reported $137M in total assets and 1,425 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #16,743 in Manufacturing (18,722 peers)
Coverage in Indiana
Allison Transmission Hourly Employee Savings Plan covers 1,425 participants in Indiana, 2.6x the typical Indiana plan (state average ~541 per filing). Assets: $137M.
- #16,743
- in Manufacturing (18,722 peers)
- +18.4%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$137,180,252 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Allison Transmission Hourly Employee Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 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 (1,425 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Allison Transmission Hourly Employee Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Allison Transmission Hourly Employee Savings Plan end-of-year assets rose from $116M in the plan year 2022 filing to $137M in the plan year 2023 filing.
- Allison Transmission Hourly Employee Savings Plan reported participants rose from 1,399 in the plan year 2022 filing to 1,425 in the plan year 2023 filing.
DOL schedule card
Filing strip 260413897 · Allison Transmission, Inc. PY 2023 · 401(k)
Allison Transmission Hourly Employee Savings Plan · $137M · 1,425 · 93rd
- EIN $137M
- RANK 1,425
- PHOTO 93rd
- IND 401(k)
- EOY near Flight Centre Travel Group (USA) Inc 401(k) Plan
- 5500 ind #16743
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $21M |
| Employer EIN | 260413897 |
| Plan Effective Date | 2007-08-07 |
| Filing Status | FILING 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
| 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.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
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 Flight Centre Travel Group (USA) Inc 401(k) Plan in NJ ($137M); by covered participants it is Embark Behavioral Health 401(k) Plan in AZ (1,425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- Flight Centre Travel Group (USA) Inc 401(k) Plan (NJ) $137M · 1,224
- Air France 401(k) Savings Plan (NY) $137M · 307
- Antares Capital LP 401(k) Plan (IL) $137M · 435
- The Edward Don & Company Comprehensive Profit Sharing and Savings Plan (IL) $137M · 1,200
Similar participant headcount
Nearest other-state filings by covered participants (1,425 participants); asset peers above are excluded.
- Embark Behavioral Health 401(k) Plan (AZ) 1,425 · 0 off
- Aptiv Hourly 401(k) Plan (MI) 1,425 · 0 off
- Medical Services of America, Inc. 401(k) Retirement Plan (SC) 1,425 · 0 off
- Llns 401(k) Savings Plan (CA) 1,425 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.