Defined Benefit (Pension) · DOL Form 5500 · 2023

Allison Transmission, Inc. Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
195
Participants Below avg headcount
86th
Percentile by assets National rank
$274,309
Avg per participant High balance/head
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Official DOL plan name: Allison Transmission Retirement Program for Salaried Employees · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing

$53M in assets, 195 participants

Allison Transmission, Inc.'s Allison Transmission Retirement Program for Salaried Employees reported $53M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,973 in Manufacturing (18,722 peers)

Coverage in Indiana

Allison Transmission Retirement Program for Salaried Employees covers 195 participants in Indiana, about 36% of the average Indiana filer (state average ~541 per filing). Assets: $53M.

#14,973
in Manufacturing (18,722 peers)
-29.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allison Transmission Retirement Program for Salaried Employees's outsized position by total assets

Allison Transmission Retirement Program for Salaried Employees vs every filed plan by assets

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

$53,490,174 Top 14% higher than 86% 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 Retirement Program for Salaried Employees among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allison Transmission Retirement Program for Salaried Employees sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allison Transmission Retirement Program for Salaried Employees reported net income fell from -$4M in the plan year 2022 filing to -$22M in the plan year 2023 filing.
  • Allison Transmission Retirement Program for Salaried Employees end-of-year assets fell from $75M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Allison Transmission Retirement Program for Salaried Employees reported participants fell from 214 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260413897 · Allison Transmission, Inc. PY 2023 · Defined Benefit (Pension)

Allison Transmission Retirement Program for Salaried Employees · $53M · 195 · 86th

  • BOY $53M
  • BOY 195
  • BOY 86th
  • BOY Defined Benefit (Pension)
  • BOY near Venable LLP Cash Balance Plan B
  • BOY ind #14973

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 Retirement Program for Salaried Employees in the asset neighbourhood

Allison Transmission Retirement Program for Salaried EmployeesAllison Transmission Retirem…$53MVenable LLP Cash Balance Plan BVenable LLP Cash Balance Pla…$53MVenable LLP Cash Balance Plan aVenable LLP Cash Balance Pla…$53MColorado Permanente Medical Group, P.C. Cash Balance PlanColorado Permanente Medical …$53MUnited Stars, Inc. Pension PlanUnited Stars, Inc. Pension P…$53M
End-of-year total assets ($M) among Allison Transmission Retirement Program for Salaried Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$53M
Net Income-$22M
Employer EIN260413897
Plan Effective Date2007-10-01
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 Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Allison Transmission Retirement Program for Salaried Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Allison Transmission Retirement Program for Salaried Employees, Total assets ($B): 0.053490174 · Participants: 195Allison Transmission Retirement Program for Salaried EmployeesThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Allison Transmission Retirement Program for Salaried Employees vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Allison Transmission Retirement Program for Salaried Employees side-by-side with 3 peers →

Allison Transmission Retirement Program for Salaried Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Venable LLP Cash Balance Plan B in MD ($53M); by covered participants it is Sheet Metal Workers Local #44 Retirement Income Plan in PA (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Retirement Program for Salaried Employees assets move in 2023? ▼
Allison Transmission Retirement Program for Salaried Employees declined sharply - down 29.0% during 2023, from $75M to $53M. Reported net income was -$22M.
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 Retirement Program for Salaried Employees rank by assets among Form 5500 filers? ▼
Allison Transmission Retirement Program for Salaried Employees ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Allison Transmission Retirement Program for Salaried Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Venable LLP Cash Balance Plan B in MD ($53M, 210 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allison Transmission Retirement Program for Salaried Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers Local #44 Retirement Income Plan in PA (195 participants, $32M 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.