Defined Benefit (Pension) · DOL Form 5500 · 2023

Volvo Group North America LLC Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
20
Participants Small participant base
70th
Percentile by assets National rank
$890,177
Avg per participant High balance/head
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Official DOL plan name: Lewis Center Pension Plan · Sponsored by Volvo Group North America LLC · North Carolina · Manufacturing

$18M in assets, 20 participants

Volvo Group North America LLC's Lewis Center Pension Plan reported $18M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,172 in Manufacturing (18,722 peers)

Volvo Group North America LLC multi-year trail

Volvo Group North America LLC's plans moved +26.4% in assets from 2022 to 2024; this filing shows Lewis Center Pension Plan at $18M / 20 participants.

#11,172
in Manufacturing (18,722 peers)
+2.0%
assets growth YoY

Lewis Center Pension Plan's outsized position by total assets

Lewis Center Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,803,544 Top 30% higher than 70% of 127,068 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 2023

Lewis Center Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Center Pension Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lewis Center Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $353K in the plan year 2023 filing.
  • Lewis Center Pension Plan reported participants fell from 25 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Lewis Center Pension Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 582431188 · Volvo Group North America LLC PY 2023 · Defined Benefit (Pension)

Lewis Center Pension Plan · $18M · 20 · 70th

  • IND $18M
  • EOY 20
  • 5500 70th
  • ASSETS Defined Benefit (Pension)
  • PCT near Kickapoo Tribe Commercial Defined Benefit Pension Plan
  • EIN ind #11172

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 →

Lewis Center Pension Plan in the asset neighbourhood

Kickapoo Tribe Commercial Defined Benefit Pension PlanKickapoo Tribe Commercial De…$18MVermont Gas Systems, Inc. Retirement PlanVermont Gas Systems, Inc. Re…$18MLewis Center Pension Plan$18MTransalta Retirement Pension PlanTransalta Retirement Pension…$18MPension Plan for Employees of United Memorial Medical CenterPension Plan for Employees o…$18M
End-of-year total assets ($M) among Lewis Center Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Volvo Group North America LLC multi-year asset trail

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
$1.6B$1.8B$2B$2.2B$2.4B 202220232024 $1.77B $2.24B ▲ +26.6%
Year Plans Participants Total Assets
2022 5 15,485 $1.8B
2023 5 13,628 $2.0B
2024 5 13,266 $2.2B

Volvo Group North America LLC filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$353K
Employer EIN582431188
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lewis Center Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Lewis Center Pension Plan, Total assets ($B): 0.017803544 · Participants: 20Lewis Center Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Lewis Center Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Lewis Center Pension Plan side-by-side with 3 peers →

Lewis Center Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Kickapoo Tribe Commercial Defined Benefit Pension Plan in TX ($18M); by covered participants it is Dedert Corporation Employees' Pension Plan in IL (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lewis Center Pension Plan assets move in 2023? ▼
Lewis Center Pension Plan edged up modestly - up 2.0% during 2023, from $17M to $18M. Reported net income was $353K.
How have Volvo Group North America LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volvo Group North America LLC's sponsor-wide assets grew 26.4%, from $1.8B to $2.2B.
Which Defined Benefit (Pension) plans are similar in size to Lewis Center Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kickapoo Tribe Commercial Defined Benefit Pension Plan in TX ($18M, 623 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lewis Center Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dedert Corporation Employees' Pension Plan in IL (20 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582431188.

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.