401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$255M
Total assets Near avg plan size
1,004
Participants Near avg headcount
95th
Percentile by assets National rank
$253,655
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Volvo Investment Plan · Sponsored by Volvo Construction Equipment North America, LLC · Pennsylvania · Manufacturing

$255M in assets, 1,004 participants

Volvo Construction Equipment North America, LLC's Volvo Investment Plan reported $255M in total assets and 1,004 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #16,452 in Manufacturing (17,777 peers)

Where Volvo Investment Plan sits by assets

Volvo Investment Plan sits in the top 5% of all filed plans by assets, $255M for 1,004 participants (~$253,655/participant), up 10.7% in 2024.

#16,452
in Manufacturing (17,777 peers)
+10.7%
assets growth YoY
2.6×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$254,669,273 Top 5% higher than 95% of 123,620 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 2024

Volvo Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Volvo Investment Plan lands in the large band (1,004 participants).

Plan-year Form 5500 strip

Filing strip 382496821 · Volvo Construction Equipment North America, LLC PY 2024 · 401(k)

Volvo Investment Plan · $255M · 1,004 · 95th

  • SCH $255M
  • SCH 1,004
  • SCH 95th
  • SCH 401(k)
  • SCH near The Boston Globe Media Partners, LLC Retirement Savings Plan
  • SCH ind #16452

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

Uwh of Florida LLC 401(k) Retirement PlanUwh of Florida LLC 401(k) Re…$255MRevere Health 401(k) Profit Sharing PlanRevere Health 401(k) Profit …$255MConsumers Reports 401(k) Plan for Management and Exempt EmployeesConsumers Reports 401(k) Pla…$255MThe Boston Globe Media Partners, LLC Retirement Savings PlanThe Boston Globe Media Partn…$255MVolvo Investment Plan$255M
End-of-year total assets ($M) among Volvo Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$230M
Net Assets (End of Year)$255M
Net Income$25M
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. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Volvo Investment Plan, Total assets ($B): 0.254669273 · Participants: 1004Volvo Investment PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive 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 The Boston Globe Media Partners, LLC Retirement Savings Plan in MA ($255M); by covered participants it is Next Step Healthcare 401(k) Plan in MA (1,004 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Volvo Investment Plan grew at a solid clip - up 10.7% during 2024, from $230M to $255M. Reported net income was $25M.
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 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 The Boston Globe Media Partners, LLC Retirement Savings Plan in MA ($255M, 966 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 Next Step Healthcare 401(k) Plan in MA (1,004 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.