How big is Allison Transmission, Inc.'s plan?

Allison Transmission, Inc.'s plan reported $53.5M in assets and 185 participants for 2023.

Original filing (PDF)20250710122815NAL0008693504001

Allison Transmission, Inc.

Name: Allison Transmission, Inc. — Allison Transmission, Form 5500 (2023)
Creator: Allison Transmission, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Allison Transmission Retirement Program for Salaried Employees

Defined-benefit pension plan · Allison Transmission, Inc.'s Allison Transmission Retirement Program for Salaried Employees held $53.5M in plan assets for 185 participants in 2023.

Signals · 2

43% in single holdingNo recordkeeper disclosed

Active participants

185

Accounts w/ balance

—

Plan assets (EOY)

$53.5M

Net assets (EOY)

$53.5M

People on this filing

DOUG R. Bolton signed Allison Transmission, Inc.'s 2023 Form 5500 as plan administrator.

DOUG R. Bolton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allison Transmission, Inc.'s EIN is 26-0413897.

EIN 26-0413897

Plan number 003

Plan year 2023

ACK ID 20250710122815NAL0008693504001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Allison Transmission, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Allison Transmission, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLISON TRANSMISSION, INC..

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How this plan invests

This plan

2 pooled trusts

Schedule D

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (14th percentile).

Plan sponsor

Name

ALLISON TRANSMISSION, INC.

EIN

all filings

Address

ONE ALLISON WAY · INDIANAPOLIS, IN · 462223271

Phone

(317) 242-3561

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-10

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLC MANAGEMENT	68-0635051	—	NONE	$123K	—
PRINCIPAL TRUST COMPANY	51-0099493	—	NONE	$54K	—
CAPFINANCIAL PARTNERS, LLC	26-0058143	—	NONE	$42K	—

Investments

45 direct securities · 2 pooled funds· $15.1M(28% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other

$10.9M

3 holdings

Pooled Separate Account

$2.1M

2 holdings

Mutual Funds

$1.3M

26 holdings

Common Collective Trusts

$369K

5 holdings

Other securities

$181K

8 holdings

Guaranteed Income / GIC

$144K

2 holdings

Master Trust Interest

$68K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$758K Fidelity$609K Northern Trust$355K MassMutual / MML$50K Loomis Sayles$38K

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					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$5.6M	10.5%
[Assets held in interest-bearing cash]	Other	—	—	$3.2M	6.0%
[Assets held in common collective trust]	Other	—	—	$2.1M	3.9%
POOLED FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 26-0413897 / PN 001	Pooled Separate Account	—	—	$2.1M	3.9%
Fidelity Contrafund Pool Fund 1,531,776 shares	Mutual Funds	—	$9K	$319K	0.6%
Northern Trust S&P 500 Index Fund 107,706 shares	Common Collective Trusts	—	$666	$313K	0.6%
*New York Life Insurance Company Anchor Account 3.86%	Guaranteed Income / GIC	—	—	$144K	0.3%
Vanguard Target 2030 416,762 shares	Mutual Funds	—	$3K	$119K	0.2%
Vanguard Target 2040 318,396 shares	Mutual Funds	—	$2K	$101K	0.2%
Vanguard Target 2035 288,936 shares	Mutual Funds	—	$2K	$86K	0.2%
Vanguard Target 2045 259,518 shares	Mutual Funds	—	$2K	$85K	0.2%
Vanguard Target 2025 284,517 shares	Mutual Funds	—	$2K	$79K	0.1%
Collective Investment Funds Within Master Trust *Fidelity Balanced K 408,280 shares	Master Trust Interest	—	$3K	$68K	0.1%
Fidelity Low Priced Stock 720,432 shares	Mutual Funds	—	$4K	$67K	0.1%
Vanguard Target 2050 201,278 shares	Mutual Funds	—	$1K	$67K	0.1%
Vanguard Target 2055 129,225 shares	Mutual Funds	—	$799	$58K	0.1%
Vanguard Target 2060 159,975 shares	Mutual Funds	—	$989	$56K	0.1%
Fidelity International Index 178,406 shares	Mutual Funds	—	$1K	$52K	<0.1%
Metwest Total Rtn 979,937 shares	Other securities	—	$6K	$52K	<0.1%
MassMutual Select Mid Cap Growth I Fund 405,176 shares	Other securities	—	$3K	$50K	<0.1%
Fidelity Capital & Income 739,072 shares	Mutual Funds	—	$5K	$44K	<0.1%
Northern Trust Extended Equity Market Index Fund 21,461 shares	Common Collective Trusts	—	$133	$42K	<0.1%
Loomis Sayles Small Cap Value 279,086 shares	Other securities	—	$2K	$38K	<0.1%
Fidelity Strategic Income 425,202 shares	Mutual Funds	—	$3K	$30K	<0.1%
MFS Large Cap Value CT 434,474 shares	Mutual Funds	—	$3K	$29K	<0.1%
Fidelity International Discovery 383,815 shares	Mutual Funds	—	$2K	$29K	<0.1%
Vanguard Target 2020 94,847 shares	Mutual Funds	—	$586	$26K	<0.1%
Vanguard Explorer Fund Admiral 38,166 shares	Mutual Funds	—	$236	$24K	<0.1%
Driehaus Emerging Markets Growth Fund Invester Class 100,141 shares	Other securities	—	$619	$22K	<0.1%
Vanguard Real Est Index 164,268 shares	Mutual Funds	—	$1K	$20K	<0.1%
from January 2024 - May 2031	Other securities	—	—	$19K	<0.1%
Common Collective Trusts Vanguard Target Income 55,560 shares	Common Collective Trusts	—	$343	$14K	<0.1%
Vanguard Target 2065 65,338 shares	Mutual Funds	—	$404	$14K	<0.1%
Vanguard Federal Money Market 1,333,921 shares	Mutual Funds	—	$8K	$8K	<0.1%
COMMON SHORT-TERM INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 26-0413897 / PN 002	Pooled Separate Account	—	—	$37	<0.1%
Fidelity Contrafund Pool Fund 516,427 shares	Mutual Funds	—	$0	$5	<0.1%
*New York Life Insurance Company Anchor Account 3.86%	Guaranteed Income / GIC	—	—	$5	<0.1%
Northern Trust S&P 500 Index Fund 34,907 shares	Common Collective Trusts	—	$0	$4	<0.1%
Vanguard Target 2030 206,973 shares	Mutual Funds	—	$0	$3	<0.1%
from January 2024 - July 2032	Other securities	—	—	$2	<0.1%
Vanguard Target 2020 129,842 shares	Mutual Funds	—	$0	$2	<0.1%
Fidelity Low Priced Stock 221,024 shares	Mutual Funds	—	$0	$1	<0.1%
Northern Trust Extended Equity Market Index Fund 7,530 shares	Common Collective Trusts	—	$0	$1	<0.1%
Vanguard Target 2060 30,812 shares	Mutual Funds	—	$0	$0	<0.1%
Loomis Sayles Small Cap Value 69,298 shares	Mutual Funds	—	$0	$0	<0.1%
Metwest Total Rtn 160,365 shares	Other securities	—	$0	$0	<0.1%
Driehaus Emerging Markets Growth 21,207 shares	Other securities	—	$0	$0	<0.1%