401(k) · DOL Form 5500 · 2023

Carl Zeiss Meditec Inc. 401(k) Plan

Data updated 2026-08-25

$248M
Total assets Near avg plan size
1,124
Participants Near avg headcount
96th
Percentile by assets National rank
$220,301
Avg per participant Above avg balance/head
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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.

  • #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.

#17,403
in Manufacturing (18,722 peers)
+20.3%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Carl Zeiss Meditec, Inc. Retirement and Investment Plan's outsized position by total assets

Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs every filed plan by assets

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

$247,617,802 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 Meditec, Inc. Retirement and 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 Meditec, Inc. Retirement and Investment Plan lands in the large band (1,124 participants).

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 →

Published 5500 schedule card

Filing strip 943374401 · Carl Zeiss Meditec Inc. PY 2023 · 401(k)

Carl Zeiss Meditec, Inc. Retirement and Investment Plan · $248M · 1,124 · 96th

  • BOOK $248M
  • VS-ST 1,124
  • BOY 96th
  • SCH 401(k)
  • EBSA near Lundbeck LLC 401(k) Plan
  • PART ind #17403

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 California →

Carl Zeiss Meditec, Inc. Retirement and Investment Plan in the asset neighbourhood

Cretex Companies, Inc. 401(k) Profit Sharing PlanCretex Companies, Inc. 401(k…$248MCarl Zeiss Meditec, Inc. Retirement and Investment PlanCarl Zeiss Meditec, Inc. Ret…$248MLundbeck LLC 401(k) Plan$248MFirst Busey Corporation Profit Sharing Plan and TrustFirst Busey Corporation Prof…$248MTkc Holdings, Inc. Retirement PlanTkc Holdings, Inc. Retiremen…$247M
End-of-year total assets ($M) among Carl Zeiss Meditec, Inc. Retirement and 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)$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.)

Sponsor-wide plan assets over time

All Carl Zeiss Meditec Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$291M 41.27725635012423% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $206M $291M ▲ +41.3%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carl Zeiss Meditec, Inc. Retirement and Investment Plan, Total assets ($B): 0.247617802 · Participants: 1124Carl Zeiss Meditec, Inc. Retirement and Investment PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 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 Investment Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Lundbeck LLC 401(k) Plan in IL ($248M); by covered participants it is Ryman Hospitality Properties 401(k) Savings Plan in TN (1,124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($248M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,124 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 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).
Which 401(k) plans cover a similar participant headcount to Carl Zeiss Meditec, Inc. Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ryman Hospitality Properties 401(k) Savings Plan in TN (1,124 participants, $93M 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 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.