401(k) · DOL Form 5500 · 2023

Allison Transmission, Inc. 401(k) Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size
1,566
Participants Near avg headcount
96th
Percentile by assets National rank
$214,420
Avg per participant Above avg balance/head
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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.

  • #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.

#17,660
in Manufacturing (18,722 peers)
+23.2%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Allison Transmission Employee Retirement Savings Plan's outsized position by total assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$335,782,407 Top 4% higher than 96% of 127,068 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 2023

Allison Transmission Employee Retirement 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 Employee Retirement Savings Plan lands in the large band (1,566 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 260413897 · Allison Transmission, Inc. PY 2023 · 401(k)

Allison Transmission Employee Retirement Savings Plan · $336M · 1,566 · 96th

  • PHOTO $336M
  • PHOTO 1,566
  • PHOTO 96th
  • PHOTO 401(k)
  • PHOTO near Infineum Savings Plan
  • PHOTO ind #17660

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 Employee Retirement Savings Plan in the asset neighbourhood

Primo Retirement Savings Plan$336MSub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings PlanSub-Zero Group/Wolf Employee…$336MInfineum Savings Plan$336MAllison Transmission Employee Retirement Savings PlanAllison Transmission Employe…$336MGroup Management Services, Inc. 401(k) Profit Sharing Plan & TrustGroup Management Services, I…$336M
End-of-year total assets ($M) among Allison Transmission Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$273M
Net Assets (End of Year)$336M
Net Income$63M
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 Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Allison Transmission Employee Retirement Savings Plan, Total assets ($B): 0.335782407 · Participants: 1566Allison Transmission Employee Retirement Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Allison Transmission Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Allison Transmission Employee Retirement Savings Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Infineum Savings Plan in NJ ($336M); by covered participants it is Guidehouse Digital LLC 401(k) Savings Plan in VA (1,566 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,566 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Allison Transmission Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Guidehouse Digital LLC 401(k) Savings Plan in VA (1,566 participants, N/A in assets).

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.

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.