401(k) · DOL Form 5500 · 2022
Carl Zeiss, Inc. 401(k) Plan
Data updated 2026-08-25
- $255M
- Total assets Near avg plan size
- 1,377
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $184,882
- Avg per participant Above avg balance/head
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.
- #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.
- #19,405
- in Manufacturing (20,602 peers)
- -17.0%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
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's outsized position by total assets
Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$254,582,566 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carl Zeiss, Inc. 401(k) Savings & Investment Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carl Zeiss, Inc. 401(k) Savings & Investment Plan lands in the large band (1,377 participants).
DOL schedule card
Filing strip 131495820 · Carl Zeiss, Inc. PY 2022 · 401(k)
Carl Zeiss, Inc. 401(k) Savings & Investment Plan · $255M · 1,377 · 96th
- PCT $255M
- PCT 1,377
- PCT 96th
- PCT 401(k)
- PCT near Empire Retirement Savings Plan
- PCT ind #19405
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 New York →
Carl Zeiss, Inc. 401(k) Savings & Investment Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Carl Zeiss, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $439M 29.88780292228303% vs 2022
- 2024 filing year
| 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.
- 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
Carl Zeiss, Inc. 401(k) Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Empire Retirement Savings Plan in AZ ($255M); by covered participants it is Retirement Savings Plan in DE (1,376 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($255M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,377 participants); asset peers above are excluded.
- Retirement Savings Plan (DE) 1,376 · 1 off
- Nordic Consulting Partners, Inc. 401(k) Plan (WI) 1,378 · 1 off
- Companions & Homemakers 401(k) Plan (CT) 1,379 · 2 off
- Intrepid USA, Inc. 401(k) Plan (TX) 1,375 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.