Marelli North America 401(k) and pension plans

Marelli North America, Inc., Shelbyville, TN. EIN 62-1151687. Annual reports 2009–2024. Also filed as Calsonickansei North America, Inc.; Magneti Marelli Powertrain USA, LLC; Magneti Marelli Powertrain USA LLC; Marelli North Carolina USA LLC.

Marelli North America, Inc. has 2 active retirement plans on file. The largest is the Marelli North America, Inc. 401(k) Retirement Plan, with 3,250 participants and $219 million in assets in 2024. Fidelity has been its recordkeeper since 2020.

Active plans: 2
Participants: 4,894
Plan assets: $279 million
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

Marelli North America, Inc. 401(k) Retirement Plan

401(k)Active

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

Plan number: 003Employer EIN 62-1151687
Participants (2024): 3,250
Net assets (2024): $219 million
Recordkeeper: FidelityEarlier: Empower (2011–2019), Prudential (2009–2010)
Plan administrator: Marelli North America, Inc.
One Calsonic Way,
Shelbyville, TN 37160
(931) 680-6702As filed for 2024
In effect since: April 1, 2002

Plans merged into this one: Marelli North America, Inc. Provisional 401(k) Retirement Plan (2023); Marelli North Carolina USA LLC 401(k) Savings Plan (2020).

Earlier sponsor: Calsonickansei North America, Inc. (2009–2018).

Earlier plan names: Calsonickansei North America, Inc 401(k) Retirement Plan; Marelli North America, Inc. 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,250	$219 million	Fidelity
2023	3,915	$203 million	Fidelity
2022	3,929	$192 million	Fidelity
2021	3,514	$247 million	Fidelity
2020	2,671	$244 million	Fidelity
2019	2,916	$183 million	Empower
2018	2,918	$157 million	Empower
2017	2,910	$164 million	Empower
2016	3,049	$142 million	Empower
2015	2,945	$130 million	Empower
2014	2,511	$124 million	Empower
2013	2,197	$116 million	Empower
2012	1,932	$96.3 million	Empower
2011	1,610	$83.5 million	Empower
2010	1,612	$83.8 million	Prudential
2009	1,927	$77.3 million	Prudential

Marelli North America, Inc. Defined Benefit Plan

Pension (defined benefit), frozenActive

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

Plan number: 001Employer EIN 62-1151687
Participants (2024): 1,644
Net assets (2024): $60.3 million
Administered by: Fidelity2022–2024
Plan administrator: Marelli North America, Inc.
One Calsonic Way
Shelbyville, TN 37160
(931) 680-6446As filed for 2024
In effect since: May 1, 1980

Plans merged into this one: Marelli North America, Inc. Defined Benefit Plan (2022).

Earlier sponsors: Magneti Marelli Powertrain USA, LLC (2009–2018); Marelli North Carolina USA LLC (2019).

Earlier plan names: Employees Retirement Plan of Magneti Marelli Powertrain USA, LLC; Employees' Retirement Plan of Magneti Marelli Powertrain USA LLC; Employees' Retirement Plan of Marelli North Carolina USA LLC.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,644	$60.3 million	Fidelity
2023	1,650	$62.1 million	Fidelity
2022	1,665	$62.0 million	Fidelity
2021	610	$30.5 million	not listed
2020	617	$36.5 million	not listed
2019	629	$35.3 million	not listed
2018	663	$31.9 million	not listed
2017	668	$31.4 million	not listed
2016	677	$31.3 million	not listed
2015	864	$35.5 million	not listed
2014	871	$36.5 million	not listed
2013	875	$34.0 million	not listed
2012	880	$33.0 million	not listed
2011	879	$30.3 million	not listed
2010	889	$27.7 million	not listed
2009	896	$25.0 million	not listed

Marelli North America, Inc. Provisional 401(k) Retirement Plan

401(k)Merged

Merged. In 2023 its assets moved to the Marelli North America, Inc., sponsored by Marelli North America, Inc. (EIN 62-1151687, plan 003). Accounts moved with them, so that plan is the one to contact.

Plan number: 004Employer EIN 62-1151687
Participants (2022): 4
Net assets (2022): $12,213
Last listed recordkeeper: EmpowerEarlier: Prudential (2012–2014)
Plan administrator: Marelli North America, Inc.
One Calsonic Way
Shelbyville, TN 37160
(931) 680-6702As filed for 2023
In effect since: June 4, 2012

Earlier sponsor: Calsonickansei North America, Inc (2012–2018).

Earlier plan names: Calsonickansei North America, Inc. Provisional 401K Retirement Plan.

Year by year, 2012 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	not listed
2022	4	$12,213	not listed
2021	9	$16,011	not listed
2020	30	$16,427	not listed
2019	76	$19,347	not listed
2018	38	$18,655	not listed
2017	46	$21,943	not listed
2016	57	$43,037	not listed
2015	52	$90,239	Empower
2014	12	$53,176	Prudential
2013	1,506	$45,876	Prudential
2012	1,037	$14,586	Prudential

Marelli North America, Inc. Defined Benefit Plan

Pension (defined benefit), frozenMerged

Merged. In 2022 its assets moved to the Employees' Retirement Plan of Marelli North Carolina USA LLC, sponsored by Marelli North America, Inc. (EIN 62-1151687, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 334Employer EIN 62-1151687
Participants (2021): 1,537
Net assets (2021): $73.5 million
Administered by: Fidelity2019–2022
Plan administrator: Marelli North America, Inc.
One Calsonic Way
Shelbyville, TN 37160
(931) 680-6446As filed for 2022
In effect since: April 1, 1982

Earlier sponsor: Calsonickansei North America, Inc. (2009–2018).

Earlier plan names: Calsonickansei North America, Inc. Defined Benefit Plan.

Year by year, 2009 to 2022

Plan year	Participants	Net assets	Recordkeeper
2022	0	$0	Fidelity
2021	1,537	$73.5 million	Fidelity
2020	1,585	$75.6 million	Fidelity
2019	1,601	$63.7 million	Fidelity
2018	1,615	$64.7 million	not listed
2017	1,637	$62.7 million	not listed
2016	1,651	$56.8 million	not listed
2015	1,662	$54.6 million	not listed
2014	1,674	$58.5 million	not listed
2013	1,685	$55.8 million	not listed
2012	1,315	$49.7 million	not listed
2011	1,704	$45.3 million	not listed
2010	1,695	$41.4 million	not listed
2009	1,712	$36.5 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Marelli North America, Inc. 401(k) Retirement 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 ((931) 680-6702). That number was filed for 2024; 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

Marelli North America, Inc. 401(k) Retirement Plan

Marelli North America, Inc. Defined Benefit Plan

Marelli North America, Inc. Provisional 401(k) Retirement Plan

Marelli North America, Inc. Defined Benefit Plan

If you had money in one of these plans

What these numbers are

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