401(k) · DOL Form 5500 · 2022

Carl Zeiss Vision Inc. 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
1,041
Participants Near avg headcount
89th
Percentile by assets National rank
$55,638
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carl Zeiss Vision Inc. 401(k) Plan · Sponsored by Carl Zeiss Vision Inc. · Kentucky · Manufacturing

$58M in assets, 1,041 participants

Carl Zeiss Vision Inc.'s Carl Zeiss Vision Inc. 401(k) Plan reported $58M in total assets and 1,041 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #17,306 in Manufacturing (20,602 peers)

Where Carl Zeiss Vision Inc. 401(k) Plan sits by assets

Carl Zeiss Vision Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 1,041 participants (~$55,638/participant), down 27.2% in 2022.

#17,306
in Manufacturing (20,602 peers)
-27.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carl Zeiss Vision Inc. 401(k) Plan's outsized position by total assets

Carl Zeiss Vision Inc. 401(k) Plan vs every filed plan by assets

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

$57,918,836 Top 11% higher than 89% 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

Carl Zeiss Vision Inc. 401(k) 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 Vision Inc. 401(k) Plan lands in the large band (1,041 participants).

Plan-year Form 5500 strip

Filing strip 943189941 · Carl Zeiss Vision Inc. PY 2022 · 401(k)

Carl Zeiss Vision Inc. 401(k) Plan · $58M · 1,041 · 89th

  • TYPE $58M
  • NET 1,041
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Cook's Pest Control, Inc. Employee Capital Accumulation Plan
  • SCH ind #17306

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 →

Carl Zeiss Vision Inc. 401(k) Plan in the asset neighbourhood

Cook's Pest Control, Inc. Employee Capital Accumulation PlanCook's Pest Control, Inc. Em…$58MNature's Sunshine Products, Inc. Tax Deferred Retirement PlanNature's Sunshine Products, …$58MCarl Zeiss Vision Inc. 401(k) PlanCarl Zeiss Vision Inc. 401(k…$58MSvb Securities 401(k) Plan$58MBirdsong Corporation 401(k) Matching & Profit Sharing Contribution PlanBirdsong Corporation 401(k) …$58M
End-of-year total assets ($M) among Carl Zeiss Vision Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$58M
Net Income-$22M
Employer EIN943189941
Plan Effective Date1985-01-01
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 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carl Zeiss Vision Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Carl Zeiss Vision Inc. 401(k) Plan, Total assets ($B): 0.057918836 · Participants: 1041Carl Zeiss Vision Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Carl Zeiss Vision Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Carl Zeiss Vision Inc. 401(k) Plan side-by-side with 3 peers →

Carl Zeiss Vision Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Cook's Pest Control, Inc. Employee Capital Accumulation Plan in AL ($58M); by covered participants it is Credence Management Solutions 401(k) Profit Sharing Plan in VA (1,041 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,041 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 Carl Zeiss Vision Inc. 401(k) Plan assets move in 2022? ▼
Carl Zeiss Vision Inc. 401(k) Plan declined sharply - down 27.2% during 2022, from $80M to $58M. Reported net income was -$22M.
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 Carl Zeiss Vision Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carl Zeiss Vision Inc. 401(k) Plan ranks in the 89th 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 401(k) plans are similar in size to Carl Zeiss Vision Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cook's Pest Control, Inc. Employee Capital Accumulation Plan in AL ($58M, 1,304 participants).
Which 401(k) plans cover a similar participant headcount to Carl Zeiss Vision Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Credence Management Solutions 401(k) Profit Sharing Plan in VA (1,041 participants, $51M 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.