Defined Benefit (Pension) · DOL Form 5500 · 2024
Allison Transmission, Inc. Pension Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 185
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $276,481
- Avg per participant High balance/head
Official DOL plan name: Allison Transmission Retirement Program for Salaried Employees · Sponsored by Allison Transmission, Inc. · Indiana · Manufacturing
$51M in assets, 185 participants
Allison Transmission, Inc.'s Allison Transmission Retirement Program for Salaried Employees reported $51M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #13,831 in Manufacturing (17,777 peers)
Coverage in Indiana
Allison Transmission Retirement Program for Salaried Employees covers 185 participants in Indiana, about 34% of the average Indiana filer (state average ~541 per filing). Assets: $51M.
- #13,831
- in Manufacturing (17,777 peers)
- -4.4%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Allison Transmission Retirement Program for Salaried Employees's outsized position by total assets
Allison Transmission Retirement Program for Salaried Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,148,968 Top 16% higher than 84% 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
Allison Transmission Retirement Program for Salaried Employees 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 Retirement Program for Salaried Employees sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Allison Transmission Retirement Program for Salaried Employees reported net income rose from -$22M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Allison Transmission Retirement Program for Salaried Employees reported participants fell from 195 in the plan year 2023 filing to 185 in the plan year 2024 filing.
- Allison Transmission Retirement Program for Salaried Employees end-of-year assets fell from $53M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 260413897 · Allison Transmission, Inc. PY 2024 · Defined Benefit (Pension)
Allison Transmission Retirement Program for Salaried Employees · $51M · 185 · 84th
- TYPE $51M
- NET 185
- BOOK 84th
- VS-ST Defined Benefit (Pension)
- BOY near Patriot Federal Credit Union Retirement Pension Plan
- SCH ind #13831
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 Retirement Program for Salaried Employees in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | -$2M |
| Employer EIN | 260413897 |
| Plan Effective Date | 2007-10-01 |
| Filing Status | FILING 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
| 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.
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
Allison Transmission Retirement Program for Salaried Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Patriot Federal Credit Union Retirement Pension Plan in PA ($51M); by covered participants it is Laerdal Medical Corporation Employees' Pension Plan in NY (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Laerdal Medical Corporation Employees' Pension Plan (NY) 185 · 0 off
- Rsr Hourly Pension - California (TX) 185 · 0 off
- Bac - Salaried Employees Pension Plan (DC) 185 · 0 off
- Southwest Ambulance Pension Plan (CO) 185 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.