Defined Benefit (Pension) · DOL Form 5500 · 2024

Volvo Group North America LLC Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
17
Participants Small participant base
67th
Percentile by assets National rank
$990,682
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

$17M in assets, 17 participants

Volvo Group North America LLC's Lewis Center Pension Plan reported $17M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,863 in Manufacturing (17,777 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 $17M / 17 participants.

#9,863
in Manufacturing (17,777 peers)
-5.4%
assets change YoY

The plan reported a net loss of $963K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$16,841,586 Top 33% higher than 67% 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

Lewis Center Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lewis Center Pension Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lewis Center Pension Plan reported net income fell from $353K in the plan year 2023 filing to -$963K in the plan year 2024 filing.
  • Lewis Center Pension Plan reported participants fell from 20 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Lewis Center Pension Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 582431188 · Volvo Group North America LLC PY 2024 · Defined Benefit (Pension)

Lewis Center Pension Plan · $17M · 17 · 67th

  • EIN $17M
  • EIN 17
  • EIN 67th
  • EIN Defined Benefit (Pension)
  • EIN near Maja Inc. Defined Benefit Plan
  • EIN ind #9863

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

Maja Inc. Defined Benefit PlanMaja Inc. Defined Benefit Pl…$17MLewis Center Pension Plan$17MRiviana Foods Inc. Pasta Group Retirement PlanRiviana Foods Inc. Pasta Gro…$17MLocal Union 1710 IBEW Pension Trust FundLocal Union 1710 IBEW Pensio…$17MRetirement Plan for Employees of Woman's LifeRetirement Plan for Employee…$17M
End-of-year total assets ($M) among Lewis Center Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$963K
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. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Lewis Center Pension Plan, Total assets ($B): 0.016841586 · Participants: 17Lewis Center Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Lewis Center Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

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 Maja Inc. Defined Benefit Plan in CA ($17M); by covered participants it is Quanex Building Products Salaried and Nonunion Employee Pension Plan in TX (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Lewis Center Pension Plan assets move in 2024?
Lewis Center Pension Plan pulled back noticeably - down 5.4% during 2024, from $18M to $17M. Reported net income was -$963K.
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 Maja Inc. Defined Benefit Plan in CA ($17M, 2 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 Quanex Building Products Salaried and Nonunion Employee Pension Plan in TX (17 participants, N/A in assets).