Defined Benefit (Pension) · DOL Form 5500 · 2023

Carl Zeiss, Inc. Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
114
Participants Small participant base
90th
Percentile by assets National rank
$744,615
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

$85M in assets, 114 participants

Carl Zeiss, Inc.'s Pension Plan for Employees of Carl Zeiss, Inc. reported $85M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,966 in Manufacturing (18,722 peers)

Coverage in New York

Pension Plan for Employees of Carl Zeiss, Inc. covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $85M.

#15,966
in Manufacturing (18,722 peers)
+1.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$84,886,102 Top 10% higher than 90% of 127,068 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 2023

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

Plan-year 2023 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 (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Carl Zeiss, Inc. reported net income rose from -$37M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Pension Plan for Employees of Carl Zeiss, Inc. reported participants fell from 129 in the plan year 2022 filing to 114 in the plan year 2023 filing.
  • Pension Plan for Employees of Carl Zeiss, Inc. end-of-year assets rose from $84M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 131495820 · Carl Zeiss, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Carl Zeiss, Inc. · $85M · 114 · 90th

  • EIN $85M
  • RANK 114
  • PHOTO 90th
  • IND Defined Benefit (Pension)
  • EOY near Dorsey & Whitney LLP Cash Balance Plan
  • 5500 ind #15966

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

International Union, United Mine Workers of America Pension PlanInternational Union, United …$85MPension Plan for Employees of Carl Zeiss, Inc.Pension Plan for Employees o…$85MDorsey & Whitney LLP Cash Balance PlanDorsey & Whitney LLP Cash Ba…$85MPlumbers and Steamfitters Local 60 Pension FundPlumbers and Steamfitters Lo…$85MBelden Pension Plan$85M
End-of-year total assets ($M) among Pension Plan for Employees of Carl Zeiss, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$85M
Net Income$1M
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. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Carl Zeiss, Inc., Total assets ($B): 0.084886102 · Participants: 114Pension Plan for Employees of Carl Zeiss, Inc.IBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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 Dorsey & Whitney LLP Cash Balance Plan in MN ($85M); by covered participants it is Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Pension Plan for Employees of Carl Zeiss, Inc. edged up modestly - up 1.4% during 2023, from $84M to $85M. Reported net income was $1M.
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 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Dorsey & Whitney LLP Cash Balance Plan in MN ($85M, 204 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 Floridacentral Credit Union Cash Balance Retirement Pension Plan in FL (114 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.