401(k) · DOL Form 5500 · 2024
Allison Transmission, Inc. 401(k) Plan
Data updated 2026-08-11
- $396M
- Total assets
- 1,720
- Participants
- 97th
- Percentile by assets
- $230,144
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $396M
- total plan assets (2024 EOY)
- 1,720
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $230,144
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Allison Transmission Employee Retirement Savings Plan reports 1,720 participants - 3.2x that state average ($396M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $336M |
|---|---|
| Net Assets (End of Year) | $396M |
| Net Income | $60M |
| 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.
Allison Transmission Employee Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
- 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 Employee Retirement Savings Plan by total assets, not by location.
- Elliott Company Consolidated Savings Plan (PA) $396M · 1,254
- Seminole Indian Casino 401(k) Plan (FL) $396M · 12,626
- Greenman-Pedersen, Inc. 401(k) Profit Sharing Plan and Trust (NY) $396M · 1,484
- Grange Enterprise Incentive Savings Plan (OH) $396M · 1,154
Frequently Asked Questions
How did Allison Transmission Employee Retirement Savings Plan assets move in 2024? ▼
How have Allison Transmission, Inc. plan assets changed over time? ▼
Where does Allison Transmission Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Allison Transmission Employee Retirement Savings Plan? ▼
Next read for Allison Transmission Employee Retirement…
Filing takeaways
Ways to act on Allison Transmission Employee Retirement Savings Plan's numbers.
- By total assets, Allison Transmission Employee Retirement Savings Plan ranks in the top 5% 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