401(k) · DOL Form 5500 · 2023

Allison Transmission, Inc. 401(k) Plan

Data updated 2026-08-11

$336M
Total assets: 1,566
Participants: 96th
Percentile by assets: $214,420
Avg per participant

Official DOL plan name: Allison Transmission Employee Retirement Savings Plan · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing

$336M in assets, 1,566 participants

Allison Transmission, Inc.'s Allison Transmission Employee Retirement Savings Plan reported $336M in total assets and 1,566 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#17,660 in Manufacturing (18,722 peers)

Coverage in Indiana

Allison Transmission Employee Retirement Savings Plan covers 1,566 participants in Indiana, 2.9x the typical Indiana plan (state average ~541 per filing). Assets: $336M.

$336M
total plan assets (2023 EOY): 1,566
covered participants: 96th
percentile by assets (of 127,072 plans): $214,420
avg assets per participant

Allison Transmission Employee Retirement Savings Plan reported net income rose from -$43M in the plan year 2022 filing to $63M in the plan year 2023 filing.
Allison Transmission Employee Retirement Savings Plan end-of-year assets rose from $273M in the plan year 2022 filing to $336M in the plan year 2023 filing.
Allison Transmission Employee Retirement Savings Plan reported participants rose from 1,536 in the plan year 2022 filing to 1,566 in the plan year 2023 filing.

See the national 2022→2023 release diff →

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 1,566 participants - 2.9x that state average ($336M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$273M
Net Assets (End of Year)	$336M
Net Income	$63M
Employer EIN	260413897
Plan Effective Date	2007-08-07
Filing Status	FILING RECEIVED

Sponsor Plan History (Allison Transmission, Inc.)

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

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

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.

Infineum Savings Plan (NJ) $336M · 523
Sub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings Plan (WI) $336M · 1,339
Primo Retirement Savings Plan (FL) $336M · 5,522
Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust (OH) $336M · 11,054

Frequently Asked Questions

How did Allison Transmission Employee Retirement Savings Plan assets move in 2023? ▼

Allison Transmission Employee Retirement Savings Plan grew sharply - up 23.2% during 2023, from $273M to $336M. Reported net income was $63M.

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 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Infineum Savings Plan in NJ ($336M, 523 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 2023.

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