401(k) · DOL Form 5500 · 2023

Carl Zeiss Vision Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
946
Participants Near avg headcount
88th
Percentile by assets National rank
$67,143
Avg per participant Below avg balance/head
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Official DOL plan name: Carl Zeiss Vision Inc. 401(k) Plan · Sponsored by Carl Zeiss Vision Inc. · Kentucky · Manufacturing

$64M in assets, 946 participants

Carl Zeiss Vision Inc.'s Carl Zeiss Vision Inc. 401(k) Plan reported $64M in total assets and 946 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,359 in Manufacturing (18,722 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, $64M for 946 participants (~$67,143/participant), up 9.7% in 2023.

#15,359
in Manufacturing (18,722 peers)
+9.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$63,516,957 Top 12% higher than 88% 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

Carl Zeiss Vision Inc. 401(k) Plan 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. Carl Zeiss Vision Inc. 401(k) Plan sits mid-pack in the medium band (946 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carl Zeiss Vision Inc. 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Carl Zeiss Vision Inc. 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Carl Zeiss Vision Inc. 401(k) Plan reported participants fell from 1,041 in the plan year 2022 filing to 946 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943189941 · Carl Zeiss Vision Inc. PY 2023 · 401(k)

Carl Zeiss Vision Inc. 401(k) Plan · $64M · 946 · 88th

  • BOY $64M
  • BOY 946
  • BOY 88th
  • BOY 401(k)
  • BOY near Bamboo Hr LLC 401(k) Plan
  • BOY ind #15359

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

Southdale Pediatric Associates, Ltd. 401(k) PlanSouthdale Pediatric Associat…$64MCarl Zeiss Vision Inc. 401(k) PlanCarl Zeiss Vision Inc. 401(k…$64MBamboo Hr LLC 401(k) Plan$64MForemost Farms USA 401(k) Savings PlanForemost Farms USA 401(k) Sa…$64MCommercial Vehicle Group, Inc. 401(k) PlanCommercial Vehicle Group, In…$63M
End-of-year total assets ($M) among Carl Zeiss Vision Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$64M
Net Income$6M
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 -20246810 Total assets ($B) Participants Carl Zeiss Vision Inc. 401(k) Plan, Total assets ($B): 0.063516957 · Participants: 946Carl Zeiss Vision Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings 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 Bamboo Hr LLC 401(k) Plan in UT ($64M); by covered participants it is Marketing Alliance Group 401(k) Retirement Plan in GA (946 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (946 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 Carl Zeiss Vision Inc. 401(k) Plan assets move in 2023? ▼
Carl Zeiss Vision Inc. 401(k) Plan grew at a solid clip - up 9.7% during 2023, from $58M to $64M. Reported net income was $6M.
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 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Bamboo Hr LLC 401(k) Plan in UT ($64M, 1,231 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 Marketing Alliance Group 401(k) Retirement Plan in GA (946 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 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.