401(k) · DOL Form 5500 · 2023

Carl Zeiss, Inc. 401(k) Plan

Data updated 2026-08-25

$315M
Total assets Above avg plan size
1,359
Participants Near avg headcount
96th
Percentile by assets National rank
$231,978
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,610
in Manufacturing (18,722 peers)
+23.8%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Carl Zeiss, Inc. 401(k) Savings & Investment Plan's outsized position by total assets

Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$315,258,387 Top 4% higher than 96% 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, Inc. 401(k) Savings & Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carl Zeiss, Inc. 401(k) Savings & Investment Plan lands in the large band (1,359 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

Filing strip 131495820 · Carl Zeiss, Inc. PY 2023 · 401(k)

Carl Zeiss, Inc. 401(k) Savings & Investment Plan · $315M · 1,359 · 96th

  • IND $315M
  • IND 1,359
  • IND 96th
  • IND 401(k)
  • IND near Kci Holding USA, Inc. 401(k) Plan
  • IND ind #17610

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 →

Carl Zeiss, Inc. 401(k) Savings & Investment Plan in the asset neighbourhood

Sevita 401(k) Plan$316MFrost Brown Todd LLP Retirement Savings PlanFrost Brown Todd LLP Retirem…$315MKci Holding USA, Inc. 401(k) PlanKci Holding USA, Inc. 401(k)…$315MCarl Zeiss, Inc. 401(k) Savings & Investment PlanCarl Zeiss, Inc. 401(k) Savi…$315MNorthwest Sheet Metal Workers Supp Pension PlanNorthwest Sheet Metal Worker…$315M
End-of-year total assets ($M) among Carl Zeiss, Inc. 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$315M
Net Income$61M
Employer EIN131495820
Plan Effective Date1988-01-01
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 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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carl Zeiss, Inc. 401(k) Savings & Investment Plan, Total assets ($B): 0.315258387 · Participants: 1359Carl Zeiss, Inc. 401(k) Savings & Investment PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carl Zeiss, Inc. 401(k) Savings & Investment Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Kci Holding USA, Inc. 401(k) Plan in OH ($315M); by covered participants it is Fmc Corporation Savings and Investment Plan in PA (1,359 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($315M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,359 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, 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).
Which 401(k) plans cover a similar participant headcount to Carl Zeiss, Inc. 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fmc Corporation Savings and Investment Plan in PA (1,359 participants, $634M 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.