401(k) · DOL Form 5500 · 2024

Allison Transmission, Inc. 401(k) Plan

Data updated 2026-08-25

$396M
Total assets Above avg plan size
1,720
Participants Near avg headcount
97th
Percentile by assets National rank
$230,144
Avg per participant Above avg balance/head
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Official DOL plan name: Allison Transmission Employee Retirement Savings Plan · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing

$396M in assets, 1,720 participants

Allison Transmission, Inc.'s Allison Transmission Employee Retirement Savings Plan reported $396M in total assets and 1,720 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #16,823 in Manufacturing (17,777 peers)

Coverage in Indiana

Allison Transmission Employee Retirement Savings Plan covers 1,720 participants in Indiana, 3.2x the typical Indiana plan (state average ~541 per filing). Assets: $396M.

#16,823
in Manufacturing (17,777 peers)
+17.9%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Allison Transmission Employee Retirement Savings Plan's outsized position by total assets

Allison Transmission Employee Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$395,847,129 Top 3% higher than 97% 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 Employee Retirement 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 Employee Retirement Savings Plan lands in the large band (1,720 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allison Transmission Employee Retirement Savings Plan end-of-year assets rose from $336M in the plan year 2023 filing to $396M in the plan year 2024 filing.
  • Allison Transmission Employee Retirement Savings Plan reported participants rose from 1,566 in the plan year 2023 filing to 1,720 in the plan year 2024 filing.
  • Allison Transmission Employee Retirement Savings Plan reported net income fell from $63M in the plan year 2023 filing to $60M 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 Employee Retirement Savings Plan · $396M · 1,720 · 97th

  • VS-ST $396M
  • BOY 1,720
  • SCH 97th
  • EBSA 401(k)
  • PART near Elliott Company Consolidated Savings Plan
  • TYPE ind #16823

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 Employee Retirement Savings Plan in the asset neighbourhood

Greenman-Pedersen, Inc. 401(k) Profit Sharing Plan and TrustGreenman-Pedersen, Inc. 401(…$396MGrange Enterprise Incentive Savings PlanGrange Enterprise Incentive …$396MElliott Company Consolidated Savings PlanElliott Company Consolidated…$396MAllison Transmission Employee Retirement Savings PlanAllison Transmission Employe…$396MSeminole Indian Casino 401(k) PlanSeminole Indian Casino 401(k…$396M
End-of-year total assets ($M) among Allison Transmission Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$336M
Net Assets (End of Year)$396M
Net Income$60M
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 Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Allison Transmission Employee Retirement Savings Plan, Total assets ($B): 0.395847129 · Participants: 1720Allison Transmission Employee Retirement 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 Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Allison Transmission Employee Retirement Savings Plan side-by-side with 3 peers →

Allison Transmission Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Elliott Company Consolidated Savings Plan in PA ($396M); by covered participants it is The Manitowoc Company, Inc. 401(k) Retirement Plan in WI (1,720 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,720 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 Employee Retirement Savings Plan assets move in 2024? ▼
Allison Transmission Employee Retirement Savings Plan grew sharply - up 17.9% during 2024, from $336M to $396M. Reported net income was $60M.
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 Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allison Transmission Employee Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Allison Transmission Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elliott Company Consolidated Savings Plan in PA ($396M, 1,254 participants).
Which 401(k) plans cover a similar participant headcount to Allison Transmission Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Manitowoc Company, Inc. 401(k) Retirement Plan in WI (1,720 participants, $324M 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.