401(k) · DOL Form 5500 · 2024
Allison Transmission, Inc. 401(k) Plan
Data updated 2026-08-11
- $164M
- Total assets
- 1,549
- Participants
- 93rd
- Percentile by assets
- $105,697
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $164M
- total plan assets (2024 EOY)
- 1,549
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $105,697
- avg assets per participant
Where Allison Transmission Hourly Employee Savings Plan sits 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Allison Transmission Hourly Employee Savings Plan reports 1,549 participants - 2.9x that state average ($164M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | $27M |
| Employer EIN | 260413897 |
| Plan Effective Date | 2007-08-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Allison Transmission, Inc.)
| 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.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Allison Transmission Hourly Employee Savings Plan by total assets, not by location.
- Melroe Savings and Investment Plan (ND) $164M · 1,076
- Lactalis Dairy USA 401(k) Plan (CA) $164M · 1,611
- Jetro Cash & Carry Enterprises, LLC Retirement Savings Plan (NY) $164M · 3,779
- Pfm 401(k) Plan (PA) $164M · 340
Frequently Asked Questions
How did Allison Transmission Hourly Employee Savings Plan assets move in 2024? ▼
How have Allison Transmission, Inc. plan assets changed over time? ▼
Where does Allison Transmission Hourly Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Allison Transmission Hourly Employee Savings Plan? ▼
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Filing takeaways
Ways to act on Allison Transmission Hourly Employee Savings Plan's numbers.
- By total assets, Allison Transmission Hourly Employee Savings Plan ranks in the top 10% 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