401(k) · DOL Form 5500 · 2022
Carl Zeiss Meditec Inc. 401(k) Plan
Data updated 2026-08-11
- $206M
- Total assets
- 946
- Participants
- 96th
- Percentile by assets
- $217,549
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $206M
- total plan assets (2022 EOY)
- 946
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $217,549
- avg assets per participant
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.
Where Carl Zeiss Meditec, Inc. Retirement and Investment Plan sits 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
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 vs the 2022 asset distribution
By assets, Carl Zeiss Meditec, Inc. Retirement and Investment Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $249M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | -$43M |
| Employer EIN | 943374401 |
| Plan Effective Date | 1992-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carl Zeiss Meditec Inc.)
| 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
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carl Zeiss Meditec, Inc. Retirement and Investment Plan by total assets, not by location.
- Oil States International, Inc. Retirement Plan (TX) $206M · 1,966
- Fortune Brands Innovations Hourly Employee Retirement Savings Plan (IL) $206M · 8,434
- Tbc Corporation Safe Harbor 401(k) Plan (FL) $206M · 2,666
- The Rummel, Klepper & Kahl, L.L.P. Pre-Tax Savings Plan (MD) $206M · 1,311
Frequently Asked Questions
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Ways to act on Carl Zeiss Meditec, Inc. Retirement and Investment Plan's numbers.
- By total assets, Carl Zeiss Meditec, Inc. Retirement and 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 California. Compare plans
- Carl Zeiss Meditec Inc.'s sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Manufacturing plans