Plan Ledger DOL Form 5500 · updated monthly

Allison Transmission, Inc.401(k)

ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Allison Transmission, Inc. reported $82,470 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,001 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 42nd-largest of 1,562 plans among Indiana employers on file, and the 681st of 13,661 in manufacturing. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 1,566 to 1,773 since 2022.

Plan summary
Net assets, end of year$395,847,129
Participants with balances2,101
Active participants1,773
Employer contributions$14,186,640
Employee contributions$17,765,631
Employer contribution per active participant$8,001
Average account balance$188,409
Benefits paid to participants$31,351,479
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$395.8M · 2,101 accts · $14.2M emplr
2023$335.8M · 2,115 accts · $13.5M emplr
2022$272.5M · 1,954 accts · $11.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$82,470
Total administrative$82,470
The Allison Transmission, Inc. 401(k) match · 2024
Employer contribution per active participant$8,001
Median for plans this size$4,294
2024$8,001 per active participant
2023$7,838 per active participant
2022$7,575 per active participant

Allison Transmission, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$82,470

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$82,470 · 0.02%
2023$66,390 · 0.02%
2022$80,536 · 0.03%
All plans at this employer2
ALLISON TRANSMISSION EMPLOYEE RETIREMENT SAVINGS PLAN401(k)
ALLISON TRANSMISSION HOURLY EMPLOYEE SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Indiana
Meritor, Inc. IN$612.9M · 0.03%
Samtec, Inc. IN$583.2M · 0.01%
Ardagh Glass Inc. IN$431.7M · 0.02%
Kimball International, Inc. IN$394.6M · 0.09%
Nibco Inc. IN$363.7M · 0.04%
Wabash National Corp. IN$311.7M · 0.15%
Lippert Components, Inc. IN$304.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260413897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.