Defined Benefit (Pension) · DOL Form 5500 · 2023

Allison Transmission, Inc. Pension Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
245
Participants Below avg headcount
91st
Percentile by assets National rank
$371,223
Avg per participant High balance/head
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Official DOL plan name: Allison Transmission Hourly-Rate Employees Pension Plan · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing

$91M in assets, 245 participants

Allison Transmission, Inc.'s Allison Transmission Hourly-Rate Employees Pension Plan reported $91M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,074 in Manufacturing (18,722 peers)

Coverage in Indiana

Allison Transmission Hourly-Rate Employees Pension Plan covers 245 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $91M.

#16,074
in Manufacturing (18,722 peers)
+10.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Allison Transmission Hourly-Rate Employees Pension Plan's outsized position by total assets

Allison Transmission Hourly-Rate Employees Pension Plan vs every filed plan by assets

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

$90,949,571 Top 9% higher than 91% 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 Hourly-Rate Employees Pension Plan 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 Hourly-Rate Employees Pension Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allison Transmission Hourly-Rate Employees Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Allison Transmission Hourly-Rate Employees Pension Plan end-of-year assets rose from $82M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Allison Transmission Hourly-Rate Employees Pension Plan reported participants fell from 260 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Allison Transmission Hourly-Rate Employees Pension Plan · $91M · 245 · 91st

  • TYPE $91M
  • TYPE 245
  • TYPE 91st
  • TYPE Defined Benefit (Pension)
  • TYPE near Federal Signal Corporation Retirement Plan
  • TYPE ind #16074

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-Rate Employees Pension Plan in the asset neighbourhood

Sirva Employees Retirement PlanSirva Employees Retirement P…$91MAllison Transmission Hourly-Rate Employees Pension PlanAllison Transmission Hourly-…$91MFederal Signal Corporation Retirement PlanFederal Signal Corporation R…$91MTeamsters Local 814 Pension FundTeamsters Local 814 Pension …$91MPeterbilt Nashville - Local 1832 UAW RetirementPeterbilt Nashville - Local …$91M
End-of-year total assets ($M) among Allison Transmission Hourly-Rate Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$91M
Net Income$9M
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 Defined Benefit (Pension) Plans in Indiana

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

Allison Transmission Hourly-Rate Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Allison Transmission Hourly-Rate Employees Pension Plan, Total assets ($B): 0.090949571 · Participants: 245Allison Transmission Hourly-Rate Employees Pension PlanThe 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 Hourly-Rate Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Allison Transmission Hourly-Rate Employees Pension Plan side-by-side with 3 peers →

Allison Transmission Hourly-Rate Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Federal Signal Corporation Retirement Plan in IL ($91M); by covered participants it is Plumbers and Pipefitters Local Union 553 Pension Plan in IL (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (245 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 Hourly-Rate Employees Pension Plan assets move in 2023? ▼
Allison Transmission Hourly-Rate Employees Pension Plan grew at a solid clip - up 10.5% during 2023, from $82M to $91M. Reported net income was $9M.
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 Hourly-Rate Employees Pension Plan rank by assets among Form 5500 filers? ▼
Allison Transmission Hourly-Rate Employees Pension Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Allison Transmission Hourly-Rate Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Federal Signal Corporation Retirement Plan in IL ($91M, 321 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allison Transmission Hourly-Rate Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers and Pipefitters Local Union 553 Pension Plan in IL (245 participants, $54M 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.