Allison Transmission 401(k) and pension plans

Allison Transmission, Inc., Indianapolis, IN. EIN 26-0413897. Annual reports 2009–2025.

Allison Transmission, Inc. has 4 active retirement plans on file. The largest is the Allison Transmission Employee Retirement Savings Plan, with 2,261 participants and $464 million in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 4
Participants: 5,541
Plan assets: $791 million
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Manufacturing

All 5 plans

Active plans first

Allison Transmission Employee Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 26-0413897
Participants (2025): 2,261
Net assets (2025): $464 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Allison Transmission, Inc.
One Allison Way
Indianapolis, IN 46222
(317) 242-3561As filed for 2025
In effect since: August 7, 2007

Plans merged into this one: Allison Transmission, Inc. 401(k) Savings Plan for Walker Die Casting and C&R Tool and Engineering Employees (2020).

Earlier plan names: Allison Transmission Salaried Employee Retirement Savings Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	2,261	$464 million	Fidelity
2024	2,143	$396 million	Fidelity
2023	2,125	$336 million	Fidelity
2022	1,955	$273 million	Fidelity
2021	1,880	$316 million	not listed
2020	1,462	$283 million	not listed
2019	1,442	$245 million	not listed
2018	1,307	$198 million	not listed
2017	1,227	$206 million	not listed
2016	1,267	$173 million	not listed
2015	1,262	$164 million	not listed
2014	1,219	$162 million	Fidelity
2013	1,221	$149 million	Fidelity
2012	1,228	$125 million	Fidelity
2011	1,193	$104 million	Fidelity
2010	1,118	$97.1 million	Fidelity
2009	1,096	$78.9 million	Fidelity

Allison Transmission Hourly Employee Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 26-0413897
Participants (2025): 1,871
Net assets (2025): $190 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Allison Transmission, Inc.
One Allison Way
Indianapolis, IN 46222
(317) 242-3561As filed for 2025
In effect since: August 7, 2007

Earlier plan names: Allison Transmission Hourly Employee Retirement Savings Plan.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,871	$190 million	Fidelity
2024	2,033	$164 million	Fidelity
2023	1,876	$137 million	Fidelity
2022	1,762	$116 million	Fidelity
2021	1,798	$133 million	Fidelity
2020	1,742	$121 million	Fidelity
2019	1,828	$117 million	Fidelity
2018	1,799	$99.9 million	Fidelity
2017	1,680	$105 million	Fidelity
2016	1,709	$92.3 million	Fidelity
2015	1,883	$89.7 million	not listed
2014	1,851	$91.2 million	Fidelity
2013	1,797	$88.0 million	Fidelity
2012	1,942	$77.0 million	Fidelity
2011	1,816	$70.0 million	Fidelity
2010	1,866	$70.9 million	Fidelity
2009	1,936	$64.2 million	Fidelity

Allison Transmission Hourly-Rate Employees Pension Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 26-0413897
Participants (2024): 1,122
Net assets (2024): $86.9 million
Administered by: PrincipalEarlier: Wells Fargo (2010–2019)
Plan administrator: Allison Transmission, Inc.
One Allison Way
Indianapolis, IN 46222
(317) 242-3561As filed for 2024
In effect since: August 7, 2007

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,122	$86.9 million	Principal
2023	1,131	$90.9 million	Principal
2022	1,142	$82.3 million	Principal
2021	1,146	$85.6 million	Principal
2020	1,155	$112 million	Principal
2019	1,161	$114 million	Wells Fargo
2018	1,167	$107 million	Wells Fargo
2017	1,170	$95.7 million	Wells Fargo
2016	1,173	$98.2 million	Wells Fargo
2015	1,174	$79.9 million	Wells Fargo
2014	1,176	$73.0 million	Wells Fargo
2013	1,178	$66.7 million	Wells Fargo
2012	1,179	$57.4 million	Wells Fargo
2011	1,180	$49.1 million	Wells Fargo
2010	2,201	$52.7 million	Wells Fargo
2009	2,181	$39.9 million	not listed

Allison Transmission Retirement Program for Salaried Employees

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 26-0413897
Participants (2024): 287
Net assets (2024): $51.1 million
Administered by: PrincipalEarlier: Wells Fargo (2010–2019)
Plan administrator: Allison Transmission, Inc.
One Allison Way
Indianapolis, IN 46222
(317) 242-3561As filed for 2024
In effect since: October 1, 2007

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	287	$51.1 million	Principal
2023	302	$53.5 million	Principal
2022	669	$75.3 million	Principal
2021	711	$79.3 million	Principal
2020	728	$104 million	Principal
2019	757	$114 million	Wells Fargo
2018	798	$111 million	Wells Fargo
2017	822	$102 million	Wells Fargo
2016	837	$107 million	Wells Fargo
2015	872	$81.5 million	Wells Fargo
2014	888	$68.3 million	Wells Fargo
2013	891	$62.0 million	Wells Fargo
2012	891	$52.3 million	Wells Fargo
2011	895	$38.3 million	Wells Fargo
2010	896	$28.9 million	Wells Fargo
2009	896	$20.8 million	not listed

Allison Transmission, Inc. 401(k) Savings Plan for Walker Die Casting and C&R Tool and Engineering Employees

401(k)Merged

Merged. In 2020 its assets moved to the Allison Transmission Salaried Employee Retirement Savings Plan, sponsored by Allison Transmission, Inc. (EIN 26-0413897, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 010Employer EIN 26-0413897
Participants (2019): 546
Net assets (2019): $11.0 million
Recordkeeper: MassMutual2020
Plan administrator: Allison Transmission, Inc.
One Allison Way
Indianapolis, IN 46222
(317) 242-3561As filed for 2020
In effect since: December 1, 2019

Year by year, 2019 to 2020

Plan year	Participants	Net assets	Recordkeeper
2020	0	$0	MassMutual
2019	546	$11.0 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Allison Transmission Employee Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((317) 242-3561). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.