401(k) · DOL Form 5500 · 2022
Carl Zeiss, Inc. 401(k) Plan
Data updated 2026-08-11
- $255M
- Total assets
- 1,377
- Participants
- 96th
- Percentile by assets
- $184,882
- Avg per participant
Official DOL plan name: Carl Zeiss, Inc. 401(k) Savings & Investment Plan · Sponsored by Carl Zeiss, Inc. · New York · Manufacturing
$255M in assets, 1,377 participants
Carl Zeiss, Inc.'s Carl Zeiss, Inc. 401(k) Savings & Investment Plan reported $255M in total assets and 1,377 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #19,405 in Manufacturing (20,602 peers)
Where Carl Zeiss, Inc. 401(k) Savings & Investment Plan sits by assets
Carl Zeiss, Inc. 401(k) Savings & Investment Plan sits in the top 5% of all filed plans by assets, $255M for 1,377 participants (~$184,882/participant), down 17.0% in 2022.
- $255M
- total plan assets (2022 EOY)
- 1,377
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $184,882
- avg assets per participant
The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs the 2022 asset distribution
By assets, Carl Zeiss, Inc. 401(k) Savings & Investment Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $307M |
|---|---|
| Net Assets (End of Year) | $255M |
| Net Income | -$52M |
| Employer EIN | 131495820 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carl Zeiss, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,506 | $338M |
| 2023 | 2 | 1,473 | $400M |
| 2024 | 2 | 1,563 | $439M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carl Zeiss, Inc. 401(k) Savings & Investment Plan by total assets, not by location.
- Empire Retirement Savings Plan (AZ) $255M · 2,275
- Oregon Tool 401(k) Retirement Profit Sharing Plus Plan (OR) $254M · 1,664
- Keller North America Retirement Savings Profit Sharing Plan (MD) $254M · 3,028
- Mosaic Union Savings Plan (FL) $255M · 1,769
Frequently Asked Questions
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Next read for Carl Zeiss, Inc. 401(k) Savings & Invest…
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Ways to act on Carl Zeiss, Inc. 401(k) Savings & Investment Plan's numbers.
- By total assets, Carl Zeiss, Inc. 401(k) Savings & Investment Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Carl Zeiss, Inc.'s sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Manufacturing plans