Defined Benefit (Pension) · DOL Form 5500 · 2022

Carl Zeiss, Inc. Pension Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
129
Participants Small participant base
92nd
Percentile by assets National rank
$649,044
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Carl Zeiss, Inc. · Sponsored by Carl Zeiss, Inc. · New York · Manufacturing

$84M in assets, 129 participants

Carl Zeiss, Inc.'s Pension Plan for Employees of Carl Zeiss, Inc. reported $84M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,022 in Manufacturing (20,602 peers)

Coverage in New York

Pension Plan for Employees of Carl Zeiss, Inc. covers 129 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $84M.

#18,022
in Manufacturing (20,602 peers)
-30.6%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees of Carl Zeiss, Inc.'s outsized position by total assets

Pension Plan for Employees of Carl Zeiss, Inc. vs every filed plan by assets

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

$83,726,691 Top 8% higher than 92% 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

Pension Plan for Employees of Carl Zeiss, Inc. among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Carl Zeiss, Inc. sits mid-pack in the medium band (129 participants).

EBSA filing schedule strip

Filing strip 131495820 · Carl Zeiss, Inc. PY 2022 · Defined Benefit (Pension)

Pension Plan for Employees of Carl Zeiss, Inc. · $84M · 129 · 92nd

  • BOOK $84M
  • VS-ST 129
  • BOY 92nd
  • SCH Defined Benefit (Pension)
  • EBSA near Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln
  • PART ind #18022

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 →

Pension Plan for Employees of Carl Zeiss, Inc. in the asset neighbourhood

Revised Retirement Plan of the Indianapolis Chapter of Bricklayers Local No. 4 of in/Ky, I U of B & a CRevised Retirement Plan of t…$84MIndorama Ventures Defined Benefit Pension PlanIndorama Ventures Defined Be…$84MPension Plan for Employees of Carl Zeiss, Inc.Pension Plan for Employees o…$84MJoint Comm on Acred of Healthcare Org Accnt Based Retir PlnJoint Comm on Acred of Healt…$84MRet. Program for Ees of Viskase Companies, Inc.Ret. Program for Ees of Visk…$84M
End-of-year total assets ($M) among Pension Plan for Employees of Carl Zeiss, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$84M
Net Income-$37M
Employer EIN131495820
Plan Effective Date1967-01-01
Filing StatusFILING 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
$300M$350M$400M$450M 202220232024 $338M $439M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 1,506 $338M
2023 2 1,473 $400M
2024 2 1,563 $439M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Plan for Employees of Carl Zeiss, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Carl Zeiss, Inc., Total assets ($B): 0.083726691 · Participants: 129Pension Plan for Employees of Carl Zeiss, Inc.IBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Pension Plan for Employees of Carl Zeiss, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan for Employees of Carl Zeiss, Inc. side-by-side with 3 peers →

Pension Plan for Employees of Carl Zeiss, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($84M); by covered participants it is Orthocarolina Cash Balance Pension Plan in NC (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Pension Plan for Employees of Carl Zeiss, Inc. assets move in 2022? ▼
Pension Plan for Employees of Carl Zeiss, Inc. contracted severely - down 30.6% during 2022, from $121M to $84M. Reported net income was -$37M.
How have Carl Zeiss, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Zeiss, Inc.'s sponsor-wide assets grew 29.9%, from $338M to $439M.
Where does Pension Plan for Employees of Carl Zeiss, Inc. rank by assets among Form 5500 filers? ▼
Pension Plan for Employees of Carl Zeiss, Inc. ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Carl Zeiss, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Joint Comm on Acred of Healthcare Org Accnt Based Retir Pln in IL ($84M, 986 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Carl Zeiss, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Orthocarolina Cash Balance Pension Plan in NC (129 participants, $28M 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 131495820.

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.