401(k) · DOL Form 5500 · 2023

Volvo Sales and Service 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
350
Participants Below avg headcount
81st
Percentile by assets National rank
$99,000
Avg per participant Below avg balance/head
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Official DOL plan name: Volvo Sales and Service 401(k) Plan · Sponsored by Volvo Sales and Service · Illinois · Retail Trade

$35M in assets, 350 participants

Volvo Sales and Service's Volvo Sales and Service 401(k) Plan reported $35M in total assets and 350 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,499 in Retail Trade (8,414 peers)

Coverage in Illinois

Volvo Sales and Service 401(k) Plan covers 350 participants in Illinois, about 45% of the average Illinois filer (state average ~779 per filing). Assets: $35M.

#7,499
in Retail Trade (8,414 peers)
+9.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Volvo Sales and Service 401(k) Plan's outsized position by total assets

Volvo Sales and Service 401(k) Plan vs every filed plan by assets

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

$34,649,902 Top 19% higher than 81% 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

Volvo Sales and Service 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volvo Sales and Service 401(k) Plan sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Volvo Sales and Service 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Volvo Sales and Service 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Volvo Sales and Service 401(k) Plan reported participants fell from 358 in the plan year 2022 filing to 350 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362595957 · Volvo Sales and Service PY 2023 · 401(k)

Volvo Sales and Service 401(k) Plan · $35M · 350 · 81st

  • TYPE $35M
  • NET 350
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Foothill Clinic, LLC 401(k) Retirement Plan
  • SCH ind #7499

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 Retail Trade retirement plans → · Plans in Illinois →

Volvo Sales and Service 401(k) Plan in the asset neighbourhood

Institute of Internal Auditors 401(k) PlanInstitute of Internal Audito…$35MIfaw 401(k) Plan$35MVolvo Sales and Service 401(k) PlanVolvo Sales and Service 401(…$35MFoothill Clinic, LLC 401(k) Retirement PlanFoothill Clinic, LLC 401(k) …$35MMamiye Bros., Inc. 401(k) PlanMamiye Bros., Inc. 401(k) Pl…$35M
End-of-year total assets ($M) among Volvo Sales and Service 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN362595957
Plan Effective Date1975-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Volvo Sales and Service)

Sponsor-wide plan assets over time

All Volvo Sales and Service plans reported in each filing year

Latest sponsor-wide plan assets
$38M 21.688221243068845% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.5M $38.4M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 358 $32M
2023 1 350 $35M
2024 1 384 $38M

Nearby 401(k) Plans in Illinois

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

Volvo Sales and Service 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Volvo Sales and Service 401(k) Plan, Total assets ($B): 0.034649902 · Participants: 350Volvo Sales and Service 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Volvo Sales and Service 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Volvo Sales and Service 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Foothill Clinic, LLC 401(k) Retirement Plan in UT ($35M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Volvo Sales and Service 401(k) Plan assets move in 2023? ▼
Volvo Sales and Service 401(k) Plan grew at a solid clip - up 9.8% during 2023, from $32M to $35M. Reported net income was $3M.
How have Volvo Sales and Service plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volvo Sales and Service's sponsor-wide assets grew 21.7%, from $32M to $38M.
Where does Volvo Sales and Service 401(k) Plan rank by assets among Form 5500 filers? ▼
Volvo Sales and Service 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Volvo Sales and Service 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foothill Clinic, LLC 401(k) Retirement Plan in UT ($35M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Volvo Sales and Service 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (350 participants, $7M 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 362595957.

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.