Volvo Construction Equipment North America 401(k) and pension plans

Volvo Construction Equipment North America, LLC, Shippensburg, PA. EIN 38-2496821. Annual reports 2009–2025. Also filed as Volvo Construction Equipment North America, Inc.; Volvo Construction Equipment North America, LLC.

Volvo Construction Equipment North America, LLC has 3 active retirement plans on file. The largest is the Volvo Retirement Plan, with 1,357 participants and $102 million in assets in 2025. Telus Health has been its administrator since 2023.

Active plans: 3
Participants: 4,548
Plan assets: $587 million
401(k) recordkeeper: Transamerica
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Volvo Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 38-2496821
Participants (2025): 1,357
Net assets (2025): $102 million
Administered by: Telus HealthEarlier: Morneau Shepell (2020–2022), Mercer (2009–2019)
Plan administrator: Volvo Construction Equipment North America, LLC.
312 Volvo Way
Shippensburg, PA 17257
(717) 530-6610As filed for 2025
In effect since: January 1, 1986

Plans merged into this one: Volvo Road Machinery Retirement Plan (2009).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,357	$102 million	Telus Health
2024	1,392	$101 million	Telus Health
2023	1,421	$109 million	Telus Health
2022	1,457	$106 million	Morneau Shepell
2021	1,794	$201 million	Morneau Shepell
2020	3,221	$259 million	Morneau Shepell
2019	3,323	$239 million	Mercer
2018	3,402	$217 million	Mercer
2017	3,460	$223 million	not listed
2016	3,776	$208 million	Mercer
2015	3,827	$201 million	Mercer
2014	4,012	$207 million	Mercer
2013	4,053	$200 million	Mercer
2012	4,120	$175 million	Mercer
2011	4,104	$163 million	Mercer
2010	4,124	$174 million	Mercer
2009	2,326	$168 million	Mercer

Volvo Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 38-2496821
Participants (2024): 1,413
Net assets (2024): $255 million
Recordkeeper: Transamerica2024
Plan administrator: Volvo Construction Equipment North America, LLC
312 Volvo Way
Shippensburg, PA 17257
(717) 530-6610As filed for 2024
In effect since: July 1, 1989

Volvo Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2023 plan year.

Plan number: 004Employer EIN 38-2496821
Participants (2023): 1,778
Net assets (2023): $230 million
Recordkeeper: TransamericaEarlier: Mercer (2009–2017)
Plan administrator: Volvo Construction Equipment North America, LLC
312 Volvo Way
Shippensburg, PA 17257
(717) 530-6610As filed for 2023
In effect since: July 1, 1989

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	1,778	$230 million	Transamerica
2022	1,645	$193 million	Transamerica
2021	1,694	$226 million	Transamerica
2020	1,820	$212 million	Transamerica
2019	1,817	$190 million	Transamerica
2018	1,852	$158 million	Transamerica
2017	2,801	$174 million	Mercer
2016	2,867	$151 million	Mercer
2015	2,977	$143 million	Mercer
2014	3,180	$148 million	Mercer
2013	5,201	$176 million	Mercer
2012	5,102	$179 million	Mercer
2011	5,234	$147 million	Mercer
2010	4,025	$136 million	Mercer
2009	4,109	$115 million	Mercer

Volvo Road Machinery Retirement Plan

Pension (defined benefit)Merged

Merged. In 2009 its assets moved to the Volvo Retirement Plan, sponsored by Volvo Construction Equipment North America, LLC (EIN 38-2496821, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 040Employer EIN 38-2496821
Administered by: Mercer2009
Plan administrator: Volvo Construction Equipment North America, Inc.
One Volvo Drive
Asheville, NC 28803
(828) 650-2074As filed for 2009
In effect since: February 2, 2009

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Volvo Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((717) 530-6610). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Volvo Retirement Plan

Volvo Investment Plan

Volvo Investment Plan

Volvo Road Machinery Retirement Plan

If you had money in one of these plans

What these numbers are

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