401(k) · DOL Form 5500 · 2022
Volvo Construction Equipment North America, LLC 401(k) Plan
Data updated 2026-08-11
- $193M
- Total assets
- 850
- Participants
- 96th
- Percentile by assets
- $227,223
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $193M
- total plan assets (2022 EOY)
- 850
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $227,223
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Volvo Investment Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $226M |
|---|---|
| Net Assets (End of Year) | $193M |
| Net Income | -$32M |
| Employer EIN | 382496821 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Volvo Construction Equipment North America, LLC)
| 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
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Volvo Investment Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Volvo Investment Plan
Scale reading
Ways to act on Volvo Investment Plan's numbers.
- By total assets, Volvo Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Volvo Construction Equipment North America, LLC's sponsor-wide assets have grown 18.7% since 2022 across 3 plan years on file. More Manufacturing plans