Defined Benefit (Pension) · DOL Form 5500 · 2022

Carl Zeiss Vision, Inc. Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
37
Participants Small participant base
85th
Percentile by assets National rank
$967,297
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#16,121
in Manufacturing (20,602 peers)
-27.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Sola Optical Pension Plan's outsized position 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 $2,050,000,000 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

Sola Optical Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sola Optical Pension Plan is a small filing (37 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 943189941 · Carl Zeiss Vision, Inc. PY 2022 · Defined Benefit (Pension)

Sola Optical Pension Plan · $36M · 37 · 85th

  • BOOK $36M
  • VS-ST 37
  • BOY 85th
  • SCH Defined Benefit (Pension)
  • EBSA near National Basketball Association Referees' Pension Plan
  • PART ind #16121

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Kentucky →

Sola Optical Pension Plan in the asset neighbourhood

National Basketball Association Referees' Pension PlanNational Basketball Associat…$36MSola Optical Pension Plan$36MSanden International U.S.a., Inc. Pension PlanSanden International U.S.a.,…$36MDupont Community Credit Union Defined Benefit PlanDupont Community Credit Unio…$36MThe Seeing Eye, Inc. Pension PlanThe Seeing Eye, Inc. Pension…$36M
End-of-year total assets ($M) among Sola Optical Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Carl Zeiss Vision, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 15.01452797836362% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $93.7M $108M ▲ +15.0%
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 ($B) Participants Sola Optical Pension Plan, Total assets ($B): 0.035790004 · Participants: 37Sola Optical Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
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 →

Sola Optical Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is National Basketball Association Referees' Pension Plan in NJ ($36M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sola Optical Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (37 participants, $20M in assets).

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.