401(k) · DOL Form 5500 · 2024

Allison Transmission, Inc. 401(k) Plan

Data updated 2026-08-25

$164M
Total assets Near avg plan size
1,549
Participants Near avg headcount
93rd
Percentile by assets National rank
$105,697
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$164M in assets, 1,549 participants

Allison Transmission, Inc.'s Allison Transmission Hourly Employee Savings Plan reported $164M in total assets and 1,549 participants in its 2024 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.

  • #16,016 in Manufacturing (17,777 peers)

Coverage in Indiana

Allison Transmission Hourly Employee Savings Plan covers 1,549 participants in Indiana, 2.9x the typical Indiana plan (state average ~541 per filing). Assets: $164M.

#16,016
in Manufacturing (17,777 peers)
+19.4%
assets growth YoY
1.6×
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 2024 · DOL Form 5500

$163,724,644 Top 7% higher than 93% of 123,620 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 2024

Allison Transmission Hourly Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 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 (1,549 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allison Transmission Hourly Employee Savings Plan reported net income rose from $21M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Allison Transmission Hourly Employee Savings Plan end-of-year assets rose from $137M in the plan year 2023 filing to $164M in the plan year 2024 filing.
  • Allison Transmission Hourly Employee Savings Plan reported participants rose from 1,425 in the plan year 2023 filing to 1,549 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 260413897 · Allison Transmission, Inc. PY 2024 · 401(k)

Allison Transmission Hourly Employee Savings Plan · $164M · 1,549 · 93rd

  • PHOTO $164M
  • IND 1,549
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near Melroe Savings and Investment Plan
  • PCT ind #16016

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

Pfm 401(k) Plan$164MLactalis Dairy USA 401(k) PlanLactalis Dairy USA 401(k) Pl…$164MAllison Transmission Hourly Employee Savings PlanAllison Transmission Hourly …$164MMelroe Savings and Investment PlanMelroe Savings and Investmen…$164MJetro Cash & Carry Enterprises, LLC Retirement Savings PlanJetro Cash & Carry Enterpris…$164M
End-of-year total assets ($M) among Allison Transmission Hourly Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$164M
Net Income$27M
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 Hourly Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Allison Transmission Hourly Employee Savings Plan, Total assets ($B): 0.163724644 · Participants: 1549Allison Transmission Hourly Employee Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Allison Transmission Hourly Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Allison Transmission Hourly Employee Savings Plan side-by-side with 3 peers →

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 Melroe Savings and Investment Plan in ND ($164M); by covered participants it is Plumbers & Pipefitters Local #25 401(k) Plan in IL (1,549 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,549 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Allison Transmission Hourly Employee Savings Plan assets move in 2024? ▼
Allison Transmission Hourly Employee Savings Plan grew sharply - up 19.4% during 2024, from $137M to $164M. Reported net income was $27M.
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 Employee Savings Plan rank by assets among Form 5500 filers? ▼
Allison Transmission Hourly Employee Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Allison Transmission Hourly Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Melroe Savings and Investment Plan in ND ($164M, 1,076 participants).
Which 401(k) plans cover a similar participant headcount to Allison Transmission Hourly Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local #25 401(k) Plan in IL (1,549 participants, $105M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.