Volvo Construction Equipment North America 401(k) match, vesting and fees
What Volvo Construction Equipment North America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $226M at the end of plan year 2021 to $230M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 1,778 | $230M | $9.4M | $5,763 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,645 | $193M | $8.8M | $5,426 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,694 | $226M | $3.6M | $2,212 | 0.06% | Not published | Form 5500 ↗ |
Other Volvo Construction Equipment North America plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Volvo Investment Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Volvo Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Telus Health | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Volvo Construction Equipment North America match 401(k) contributions?
The match terms for the Volvo Investment Plan have not been published from its filing yet. The plan year 2023 filing reports $9.4M in employer contributions, about $5,763 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Volvo Construction Equipment North America 401(k) match vested?
The vesting schedule for the Volvo Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Volvo Construction Equipment North America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Transamerica Retirement Solutions. The plan administrator is Volvo Construction Equipment North America, LLC.
I left Volvo Construction Equipment North America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Volvo Construction Equipment North America, LLC, (717) 530-6610) or the recordkeeper, Transamerica Retirement Solutions. The Volvo Construction Equipment North America old 401(k) page lists the contacts from every plan filing. Find an old Volvo Construction Equipment North America 401(k)
Data from the public Form 5500 annual reports Volvo Construction Equipment North America filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Volvo Construction Equipment North America. Not financial advice. Report a correction · Methodology