Find an old Volvo Construction Equipment North America 401(k)

Who to contact about an account in each of the 3 Volvo Construction Equipment North America plans, from the filings. Free, no sign-up, no Social Security number.

Volvo Investment Plan

Volvo Construction Equipment North America, LLC · Plan 004 · EIN 38-2496821 · Shippensburg, PA

Active · plan year 2023 filing401(k)
Plan administratorVolvo Construction Equipment North America, LLC
312 Volvo Way, Shippensburg, PA 17257
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances725 separated participants still had money in the planForm 5500 ↗

Volvo Investment Plan

Volvo Construction Equipment North America, LLC · Plan 001 · EIN 38-2496821 · Shippensburg, PA

Active · plan year 2024 filing401(k)
Plan administratorVolvo Construction Equipment North America, LLC
312 Volvo Way, Shippensburg, PA 17257
Form 5500 ↗
Recordkeeper (who holds the accounts)Transamerica Retirement SolutionsSchedule C ↗
Former employees with balances417 separated participants still had money in the planForm 5500 ↗

Volvo Retirement Plan

Volvo Construction Equipment North America, Llc. · Plan 003 · EIN 38-2496821 · Shippensburg, PA

Active · plan year 2025 filingPension (defined benefit)
Plan administratorVolvo Construction Equipment North America, Llc.
312 Volvo Way, Shippensburg, PA 17257
Form 5500 ↗
Recordkeeper (who holds the accounts)Telus HealthSchedule C ↗
Former employees with balances703 separated participants still had money in the planForm 5500 ↗

Volvo Construction Equipment North America 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Volvo Construction Equipment North America 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Volvo Construction Equipment North America, LLC, (717) 530-6610. The accounts are held by the recordkeeper, Transamerica Retirement Solutions. Have your Social Security number and dates of employment ready.

What is the Volvo Construction Equipment North America 401(k) phone number?

The plan administrator phone number on the plan year 2023 filing is (717) 530-6610.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Volvo Construction Equipment North America and does not hold accounts. Not financial advice. Report a correction