401(k) · DOL Form 5500 · 2023

Carl Zeiss Meditec Inc. 401(k) Plan

Data updated 2026-08-11

$248M
Total assets
1,124
Participants
96th
Percentile by assets
$220,301
Avg per participant
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Official DOL plan name: Carl Zeiss Meditec, Inc. Retirement and Investment Plan · Sponsored by Carl Zeiss Meditec Inc. · California · Manufacturing

$248M in assets, 1,124 participants

Carl Zeiss Meditec Inc.'s Carl Zeiss Meditec, Inc. Retirement and Investment Plan reported $248M in total assets and 1,124 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)
  • #17,403 in Manufacturing (18,722 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, $248M for 1,124 participants (~$220,301/participant), up 20.3% in 2023.

$248M
total plan assets (2023 EOY)
1,124
covered participants
96th
percentile by assets (of 127,072 plans)
$220,301
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carl Zeiss Meditec, Inc. Retirement and Investment Plan reported net income rose from -$43M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Carl Zeiss Meditec, Inc. Retirement and Investment Plan end-of-year assets rose from $206M in the plan year 2022 filing to $248M in the plan year 2023 filing.
  • Carl Zeiss Meditec, Inc. Retirement and Investment Plan reported participants rose from 946 in the plan year 2022 filing to 1,124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Manufacturing

Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs the 2023 asset distribution

By assets, Carl Zeiss Meditec, Inc. Retirement and Investment Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$206M
Net Assets (End of Year)$248M
Net Income$42M
Employer EIN943374401
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl Zeiss Meditec Inc.)

$150M$200M$250M$300M 202220232024 $206M $291M ▲ +41.3%
Total plan assets by year, all Carl Zeiss Meditec Inc. plans on file
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

Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carl Zeiss Meditec, …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carl Zeiss Meditec, Inc. Retirement and … side-by-side with 3 peers →

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.

Frequently Asked Questions

How did Carl Zeiss Meditec, Inc. Retirement and Investment Plan assets move in 2023? ▼
Carl Zeiss Meditec, Inc. Retirement and Investment Plan grew sharply - up 20.3% during 2023, from $206M to $248M. Reported net income was $42M.
How have Carl Zeiss Meditec Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Zeiss Meditec Inc.'s sponsor-wide assets grew 41.3%, from $206M to $291M.
Where does Carl Zeiss Meditec, Inc. Retirement and Investment Plan rank by assets among Form 5500 filers? ▼
Carl Zeiss Meditec, Inc. Retirement and 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 Meditec, Inc. Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lundbeck LLC 401(k) Plan in IL ($248M, 813 participants).

Next read for Carl Zeiss Meditec, Inc. Retirement and …

Scale reading

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

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 943374401.

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.