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
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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

This plan $0 $2,010,000,000 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

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 →

State
Industry

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 EIN260413897
Plan Effective Date2007-08-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Allison Transmission, Inc.)

$500M$550M$600M$650M$700M$750M 202220232024 $546M $698M ▲ +27.8%
Total plan assets by year, all Allison Transmission, Inc. plans on file
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 ($B) Participants Allison Transmission…, Total assets ($B): 0.163724644 · Participants: 1549Allison Transmission…The Lilly Employee 4…, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 4…Elevance Health 401(…, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(…Cummins Retirement a…, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc.…
Allison Transmission Hourly Employee Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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.

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).

Next read for Allison Transmission Hourly Employee Sav…

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