401(k) · DOL Form 5500 · 2022

Volvo Construction Equipment North America, LLC 401(k) Plan

Data updated 2026-08-25

$193M
Total assets Near avg plan size
850
Participants Near avg headcount
96th
Percentile by assets National rank
$227,223
Avg per participant Above avg balance/head
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Official DOL plan name: Volvo Investment Plan · Sponsored by Volvo Construction Equipment North America, LLC · Pennsylvania · Manufacturing

$193M in assets, 850 participants

Volvo Construction Equipment North America, LLC's Volvo Investment Plan reported $193M in total assets and 850 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,142 in Manufacturing (20,602 peers)

Where Volvo Investment Plan sits by assets

Volvo Investment Plan sits in the top 5% of all filed plans by assets, $193M for 850 participants (~$227,223/participant), down 14.6% in 2022.

#19,142
in Manufacturing (20,602 peers)
-14.6%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Volvo Investment Plan's outsized position by total assets

Volvo Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$193,139,692 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Volvo Investment Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volvo Investment Plan sits mid-pack in the medium band (850 participants).

DOL schedule card

Filing strip 382496821 · Volvo Construction Equipment North America, LLC PY 2022 · 401(k)

Volvo Investment Plan · $193M · 850 · 96th

  • EIN $193M
  • EIN 850
  • EIN 96th
  • EIN 401(k)
  • EIN near Calportland Company Thrift and Profit Sharing Plan for Salaried Employees
  • EIN ind #19142

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 Pennsylvania →

Volvo Investment Plan in the asset neighbourhood

US Ecology, Inc. 401(k) Savings and Retirement PlanUS Ecology, Inc. 401(k) Savi…$193MSkillsoft Corporation 401(k) Profit Sharing PlanSkillsoft Corporation 401(k)…$193MVolvo Investment Plan$193MCalportland Company Thrift and Profit Sharing Plan for Salaried EmployeesCalportland Company Thrift a…$193MArtera Services, LLC 401(k) PlanArtera Services, LLC 401(k) …$193M
End-of-year total assets ($M) among Volvo Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$226M
Net Assets (End of Year)$193M
Net Income-$32M
Employer EIN382496821
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Volvo Construction Equipment North America, LLC)

Sponsor-wide plan assets over time

All Volvo Construction Equipment North America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$356M 18.717350595441353% vs 2022
2024 filing year
$280M$300M$320M$340M$360M$380M 202220232024 $300M $356M ▲ +18.7%
Year Plans Participants Total Assets
2022 2 1,401 $300M
2023 2 1,375 $340M
2024 2 1,496 $356M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Volvo Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Volvo Investment Plan, Total assets ($B): 0.193139692 · Participants: 850Volvo Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Volvo Investment Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Volvo Investment Plan side-by-side with 3 peers →

Volvo Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Calportland Company Thrift and Profit Sharing Plan for Salaried Employees in CA ($193M); by covered participants it is Aaron Thomas Company, Inc. 401(k) Plan in CA (850 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (850 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Volvo Investment Plan assets move in 2022? ▼
Volvo Investment Plan pulled back noticeably - down 14.6% during 2022, from $226M to $193M. Reported net income was -$32M.
How have Volvo Construction Equipment North America, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volvo Construction Equipment North America, LLC's sponsor-wide assets grew 18.7%, from $300M to $356M.
Where does Volvo Investment Plan rank by assets among Form 5500 filers? ▼
Volvo Investment Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Volvo Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Calportland Company Thrift and Profit Sharing Plan for Salaried Employees in CA ($193M, 656 participants).
Which 401(k) plans cover a similar participant headcount to Volvo Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aaron Thomas Company, Inc. 401(k) Plan in CA (850 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 382496821.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.