401(k) · DOL Form 5500 · 2022

Carl Zeiss Meditec Inc. 401(k) Plan

Data updated 2026-08-25

$206M
Total assets Near avg plan size
946
Participants Near avg headcount
96th
Percentile by assets National rank
$217,549
Avg per participant Above avg balance/head
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Official DOL plan name: Carl Zeiss Meditec, Inc. Retirement and Investment Plan · Sponsored by Carl Zeiss Meditec Inc. · California · Manufacturing

$206M in assets, 946 participants

Carl Zeiss Meditec Inc.'s Carl Zeiss Meditec, Inc. Retirement and Investment Plan reported $206M in total assets and 946 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.

  • #19,208 in Manufacturing (20,602 peers)

Where Carl Zeiss Meditec, Inc. Retirement and Investment Plan sits by assets

Carl Zeiss Meditec, Inc. Retirement and Investment Plan sits in the top 5% of all filed plans by assets, $206M for 946 participants (~$217,549/participant), down 17.2% in 2022.

#19,208
in Manufacturing (20,602 peers)
-17.2%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carl Zeiss Meditec, Inc. Retirement and Investment Plan's outsized position by total assets

Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs every filed plan by assets

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

$205,800,895 Top 4% higher than 96% 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 Meditec, Inc. Retirement and Investment Plan 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. Carl Zeiss Meditec, Inc. Retirement and Investment Plan sits mid-pack in the medium band (946 participants).

EBSA filing schedule strip

Filing strip 943374401 · Carl Zeiss Meditec Inc. PY 2022 · 401(k)

Carl Zeiss Meditec, Inc. Retirement and Investment Plan · $206M · 946 · 96th

  • EOY $206M
  • 5500 946
  • ASSETS 96th
  • PCT 401(k)
  • EIN near Oil States International, Inc. Retirement Plan
  • RANK ind #19208

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 California →

Carl Zeiss Meditec, Inc. Retirement and Investment Plan in the asset neighbourhood

The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings PlanThe Rummel, Klepper & Kahl, …$206MFortune Brands Innovations Hourly Employee Retirement Savings PlanFortune Brands Innovations H…$206MOil States International, Inc. Retirement PlanOil States International, In…$206MCarl Zeiss Meditec, Inc. Retirement and Investment PlanCarl Zeiss Meditec, Inc. Ret…$206MTbc Corporation Safe Harbor 401(k) PlanTbc Corporation Safe Harbor …$206M
End-of-year total assets ($M) among Carl Zeiss Meditec, Inc. Retirement and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$249M
Net Assets (End of Year)$206M
Net Income-$43M
Employer EIN943374401
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl Zeiss Meditec Inc.)

Sponsor-wide plan assets over time

All Carl Zeiss Meditec Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$291M 41.27725635012423% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $206M $291M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 946 $206M
2023 1 1,124 $248M
2024 1 1,187 $291M

Nearby 401(k) Plans in California

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

Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carl Zeiss Meditec, Inc. Retirement and Investment Plan, Total assets ($B): 0.205800895 · Participants: 946Carl Zeiss Meditec, Inc. Retirement and Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carl Zeiss Meditec, Inc. Retirement and Investment Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Oil States International, Inc. Retirement Plan in TX ($206M); by covered participants it is Rocket Software, Inc. 401(k) Plan in MA (946 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (946 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 Meditec, Inc. Retirement and Investment Plan assets move in 2022? ▼
Carl Zeiss Meditec, Inc. Retirement and Investment Plan declined sharply - down 17.2% during 2022, from $249M to $206M. Reported net income was -$43M.
How have Carl Zeiss Meditec Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Zeiss Meditec Inc.'s sponsor-wide assets grew 41.3%, from $206M to $291M.
Where does Carl Zeiss Meditec, Inc. Retirement and Investment Plan rank by assets among Form 5500 filers? ▼
Carl Zeiss Meditec, Inc. Retirement and Investment Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Carl Zeiss Meditec, Inc. Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oil States International, Inc. Retirement Plan in TX ($206M, 1,966 participants).
Which 401(k) plans cover a similar participant headcount to Carl Zeiss Meditec, Inc. Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rocket Software, Inc. 401(k) Plan in MA (946 participants, $186M 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 943374401.

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.