401(k) · DOL Form 5500 · 2022
Volvo Group North America, LLC 401(k) Plan
Data updated 2026-08-25
- $993M
- Total assets Above avg plan size
- 6,771
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $146,631
- Avg per participant Above avg balance/head
Official DOL plan name: Vgna Vol Investment Pretax Plan · Sponsored by Volvo Group North America, LLC · North Carolina · Manufacturing
$993M in assets, 6,771 participants
Volvo Group North America, LLC's Vgna Vol Investment Pretax Plan reported $993M in total assets and 6,771 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,194 in Manufacturing (20,602 peers)
Coverage in North Carolina
Vgna Vol Investment Pretax Plan covers 6,771 participants in North Carolina, 8.3x the typical North Carolina plan (state average ~819 per filing). Assets: $993M.
- #20,194
- in Manufacturing (20,602 peers)
- -14.2%
- assets change YoY
- 10.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $168M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Vgna Vol Investment Pretax Plan's outsized position by total assets
Vgna Vol Investment Pretax Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$992,840,607 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Vgna Vol Investment Pretax Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vgna Vol Investment Pretax Plan lands in the large band (6,771 participants).
EBSA filing schedule strip
Filing strip 582431188 · Volvo Group North America, LLC PY 2022 · 401(k)
Vgna Vol Investment Pretax Plan · $993M · 6,771 · 99th
- RANK $993M
- RANK 6,771
- RANK 99th
- RANK 401(k)
- RANK near Crowe LLP Retirement Plan
- RANK ind #20194
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 North Carolina →
Vgna Vol Investment Pretax Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $993M |
| Net Income | -$168M |
| Employer EIN | 582431188 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Volvo Group North America, LLC)
Sponsor-wide plan assets over time
All Volvo Group North America, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.2B 26.43246042441232% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 15,485 | $1.8B |
| 2023 | 5 | 13,628 | $2.0B |
| 2024 | 5 | 13,266 | $2.2B |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Scale composition for Vgna Vol Investment Pretax Plan
Vgna Vol Investment Pretax Plan reports $993M in end-of-year assets across 6,771 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $146,631 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$168M.
This plan identity (EIN 582431188, plan #008) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $993M to $1.5B (+46.6%) while covered participants moved from 6,771 to 5,452 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,771 | $993M | This page |
| 2023 | 5,387 | $1.2B | Open filing |
| 2024 · index core | 5,452 | $1.5B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Volvo Group North America Voluntary Investment Pretax Plan (401(k), $1.5B, 5,452 participants)
- Volvo Group North America Retirement Plan (Defined Benefit (Pension), $314M, 3,512 participants)
- Volvo Group North America New River Valley Pension Plan (Defined Benefit (Pension), $300M, 1,209 participants)
- Voluntary Investment Pretax Plan for the Volvo Group North America Union Employees (401(k), $151M, 3,076 participants)
Vgna Vol Investment Pretax Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Crowe LLP Retirement Plan in IN ($993M); by covered participants it is World Wide Technology, LLC Employee Salary Deferral Retirement Program in MO (6,770 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($993M here).
- Crowe LLP Retirement Plan (IN) $993M · 4,559
- Discount Tire/America's Tire Retirement Plan (AZ) $994M · 11,855
- Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan (MN) $995M · 5,476
- Point32health 401(k) Plan (MA) $991M · 2,907
Similar participant headcount
Nearest other-state filings by covered participants (6,771 participants); asset peers above are excluded.
- World Wide Technology, LLC Employee Salary Deferral Retirement Program (MO) 6,770 · 1 off
- Grand Canyon University Employees 401(k) Plan (AZ) 6,779 · 8 off
- Ou Health 401(k) Plan (OK) 6,781 · 10 off
- Nationstar Mortgage 401(k) Retirement Plan (TX) 6,789 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.