Defined Benefit (Pension) · DOL Form 5500 · 2022

Carl Zeiss Vision, Inc. Pension Plan

Data updated 2026-08-11

$36M
Total assets
37
Participants
85th
Percentile by assets
$967,297
Avg per participant
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Official DOL plan name: Sola Optical Pension Plan · Sponsored by Carl Zeiss Vision, Inc. · Kentucky · Manufacturing

$36M in assets, 37 participants

Carl Zeiss Vision, Inc.'s Sola Optical Pension Plan reported $36M in total assets and 37 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #16,121 in Manufacturing (20,602 peers)

Where Sola Optical Pension Plan sits by assets

Sola Optical Pension Plan sits in the top quartile of all filed plans by assets, $36M for 37 participants (~$967,297/participant), down 27.2% in 2022.

$36M
total plan assets (2022 EOY)
37
covered participants
85th
percentile by assets (of 139,126 plans)
$967,297
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sola Optical Pension Plan sits by total assets

Sola Optical Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$35,790,004 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
Kentucky
Industry
Manufacturing

Sola Optical Pension Plan vs the 2022 asset distribution

By assets, Sola Optical Pension Plan outranks 85% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$36M
Net Income-$13M
Employer EIN943189941
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl Zeiss Vision, Inc.)

$90M$95M$100M$105M$110M 202220232024 $93.7M $108M ▲ +15.0%
Total plan assets by year, all Carl Zeiss Vision, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,078 $94M
2023 2 982 $102M
2024 2 711 $108M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sola Optical Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Sola Optical Pension…, Total assets ($B): 0.035790004 · Participants: 37Sola Optical Pension…Lg&e and Ku Pension …, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension …Ashland Hercules Pen…, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pen…Yum Brands Retiremen…, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retiremen…Brown-Forman Corpora…, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corpora…Ashland Hercules Pen…, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pen…
Sola Optical Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Sola Optical Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Sola Optical Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Sola Optical Pension Plan assets move in 2022? ▼
Sola Optical Pension Plan declined sharply - down 27.2% during 2022, from $49M to $36M. Reported net income was -$13M.
How have Carl Zeiss Vision, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Zeiss Vision, Inc.'s sponsor-wide assets grew 15.0%, from $94M to $108M.
Where does Sola Optical Pension Plan rank by assets among Form 5500 filers? ▼
Sola Optical Pension Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sola Optical Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Basketball Association Referees' Pension Plan in NJ ($36M, 34 participants).

Next read for Sola Optical Pension Plan

Scale reading

Ways to act on Sola Optical Pension Plan's numbers.

  • By total assets, Sola Optical Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kentucky. Compare plans
  • Carl Zeiss Vision, Inc.'s sponsor-wide assets have grown 15.0% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943189941.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.