401(k) · DOL Form 5500 · 2023

Carl Zeiss, Inc. 401(k) Plan

Data updated 2026-08-11

$315M
Total assets: 1,359
Participants: 96th
Percentile by assets: $231,978
Avg per participant

Official DOL plan name: Carl Zeiss, Inc. 401(k) Savings & Investment Plan · Sponsored by Carl Zeiss, Inc. · New York · Manufacturing

$315M in assets, 1,359 participants

Carl Zeiss, Inc.'s Carl Zeiss, Inc. 401(k) Savings & Investment Plan reported $315M in total assets and 1,359 participants in its 2023 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 127,072 plans)
#17,610 in Manufacturing (18,722 peers)

Where Carl Zeiss, Inc. 401(k) Savings & Investment Plan sits by assets

Carl Zeiss, Inc. 401(k) Savings & Investment Plan sits in the top 5% of all filed plans by assets, $315M for 1,359 participants (~$231,978/participant), up 23.8% in 2023.

$315M
total plan assets (2023 EOY): 1,359
covered participants: 96th
percentile by assets (of 127,072 plans): $231,978
avg assets per participant

Carl Zeiss, Inc. 401(k) Savings & Investment Plan reported net income rose from -$52M in the plan year 2022 filing to $61M in the plan year 2023 filing.
Carl Zeiss, Inc. 401(k) Savings & Investment Plan end-of-year assets rose from $255M in the plan year 2022 filing to $315M in the plan year 2023 filing.
Carl Zeiss, Inc. 401(k) Savings & Investment Plan reported participants fell from 1,377 in the plan year 2022 filing to 1,359 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Manufacturing

Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs the 2023 asset distribution

By assets, Carl Zeiss, Inc. 401(k) Savings & Investment Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$255M
Net Assets (End of Year)	$315M
Net Income	$61M
Employer EIN	131495820
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carl Zeiss, Inc.)

Total plan assets by year, all Carl Zeiss, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,506	$338M
2023	2	1,473	$400M
2024	2	1,563	$439M

Nearby 401(k) Plans in New York

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

Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Carl Zeiss, Inc. 401(k) Savings & Invest… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carl Zeiss, Inc. 401(k) Savings & Investment Plan by total assets, not by location.

Kci Holding USA, Inc. 401(k) Plan (OH) $315M · 2,069
Frost Brown Todd LLP Retirement Savings Plan (KY) $315M · 658
Northwest Sheet Metal Workers Supp Pension Plan (OR) $315M · 6,967
Sevita 401(k) Plan (MA) $316M · 25,967

Frequently Asked Questions

How did Carl Zeiss, Inc. 401(k) Savings & Investment Plan assets move in 2023? ▼

Carl Zeiss, Inc. 401(k) Savings & Investment Plan grew sharply - up 23.8% during 2023, from $255M to $315M. Reported net income was $61M.

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 Carl Zeiss, Inc. 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼

Carl Zeiss, Inc. 401(k) Savings & Investment Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Carl Zeiss, Inc. 401(k) Savings & Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kci Holding USA, Inc. 401(k) Plan in OH ($315M, 2,069 participants).

Next read for Carl Zeiss, Inc. 401(k) Savings & Invest…

Scale reading

Ways to act on Carl Zeiss, Inc. 401(k) Savings & Investment Plan's numbers.

By total assets, Carl Zeiss, Inc. 401(k) Savings & 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 New York. Compare plans
Carl Zeiss, Inc.'s sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.