Allison Transmission 401(k) match, vesting and fees
What Allison Transmission's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Allison Transmission: employer contribution per participant | $7,495 | |
| Peer median | $2,591 |
| Allison Transmission: average balance | $230,515 | |
| Peer median | $102,504 |
| Allison Transmission: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $316M at the end of plan year 2021 to $464M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,261 | $464M | $15.1M | $7,495 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 2,143 | $396M | $14.2M | $6,752 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 2,125 | $336M | $13.5M | $6,374 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 1,955 | $273M | $11.9M | $6,071 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 1,880 | $316M | $10.1M | $5,391 | — | Not published | Form 5500 ↗ |
Other Allison Transmission plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Allison Transmission Hourly Employee Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Allison Transmission Hourly-Rate Employees Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Allison Transmission Retirement Program for Salaried Employees
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Allison Transmission match 401(k) contributions?
The match terms for the Allison Transmission Employee Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $15.1M in employer contributions, about $7,495 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allison Transmission 401(k) match vested?
The vesting schedule for the Allison Transmission Employee Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allison Transmission 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Allison Transmission, Inc..
I left Allison Transmission. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allison Transmission, Inc., (317) 242-3561) or the recordkeeper, Fidelity Investments Institutional. The Allison Transmission old 401(k) page lists the contacts from every plan filing. Find an old Allison Transmission 401(k)
Data from the public Form 5500 annual reports Allison Transmission filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Allison Transmission. Not financial advice. Report a correction · Methodology