Defined Benefit (Pension) · DOL Form 5500 · 2024

Allison Transmission, Inc. Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
220
Participants Below avg headcount
89th
Percentile by assets National rank
$395,148
Avg per participant High balance/head
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Official DOL plan name: Allison Transmission Hourly-Rate Employees Pension Plan · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing

$87M in assets, 220 participants

Allison Transmission, Inc.'s Allison Transmission Hourly-Rate Employees Pension Plan reported $87M in total assets and 220 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,009 in Manufacturing (17,777 peers)

Coverage in Indiana

Allison Transmission Hourly-Rate Employees Pension Plan covers 220 participants in Indiana, about 41% of the average Indiana filer (state average ~541 per filing). Assets: $87M.

#15,009
in Manufacturing (17,777 peers)
-4.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allison Transmission Hourly-Rate Employees Pension Plan's outsized position by total assets

Allison Transmission Hourly-Rate Employees Pension Plan vs every filed plan by assets

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

$86,932,583 Top 11% higher than 89% 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-Rate Employees Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allison Transmission Hourly-Rate Employees Pension Plan sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allison Transmission Hourly-Rate Employees Pension Plan reported net income fell from $9M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Allison Transmission Hourly-Rate Employees Pension Plan reported participants fell from 245 in the plan year 2023 filing to 220 in the plan year 2024 filing.
  • Allison Transmission Hourly-Rate Employees Pension Plan end-of-year assets fell from $91M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 260413897 · Allison Transmission, Inc. PY 2024 · Defined Benefit (Pension)

Allison Transmission Hourly-Rate Employees Pension Plan · $87M · 220 · 89th

  • VS-ST $87M
  • BOY 220
  • SCH 89th
  • EBSA Defined Benefit (Pension)
  • PART near Amerisure Mutual Insurance Company Cash Balance Pension Plan
  • TYPE ind #15009

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-Rate Employees Pension Plan in the asset neighbourhood

International Union, United Mine Workers of America Pension PlanInternational Union, United …$87MCommerce Bancshares, Inc Restated Retirement PlanCommerce Bancshares, Inc Res…$87MAmerisure Mutual Insurance Company Cash Balance Pension PlanAmerisure Mutual Insurance C…$87MAllison Transmission Hourly-Rate Employees Pension PlanAllison Transmission Hourly-…$87MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$87M
End-of-year total assets ($M) among Allison Transmission Hourly-Rate Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$87M
Net Income-$4M
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 Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Allison Transmission Hourly-Rate Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Allison Transmission Hourly-Rate Employees Pension Plan, Total assets ($B): 0.086932583 · Participants: 220Allison Transmission Hourly-Rate Employees Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Allison Transmission Hourly-Rate Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Allison Transmission Hourly-Rate Employees Pension Plan side-by-side with 3 peers →

Allison Transmission Hourly-Rate Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI ($87M); by covered participants it is Vinson & Elkins LLP Pension Plan in TX (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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-Rate Employees Pension Plan assets move in 2024? ▼
Allison Transmission Hourly-Rate Employees Pension Plan edged down modestly - down 4.4% during 2024, from $91M to $87M. Reported net income was -$4M.
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-Rate Employees Pension Plan rank by assets among Form 5500 filers? ▼
Allison Transmission Hourly-Rate Employees Pension Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Allison Transmission Hourly-Rate Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI ($87M, 400 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allison Transmission Hourly-Rate Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Vinson & Elkins LLP Pension Plan in TX (220 participants, $90M 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.