401(k) · DOL Form 5500 · 2023

Karl Storz Endoscopy-America, Inc. 401(k) Plan

Data updated 2026-08-11

$404M
Total assets: 2,109
Participants: 97th
Percentile by assets: $191,324
Avg per participant

Official DOL plan name: Karl Storz Endoscopy-America, Inc. Employee Savings Plan · Sponsored by Karl Storz Endoscopy-America, Inc. · California · Retail Trade

$404M in assets, 2,109 participants

Karl Storz Endoscopy-America, Inc.'s Karl Storz Endoscopy-America, Inc. Employee Savings Plan reported $404M in total assets and 2,109 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#8,258 in Retail Trade (8,414 peers)

Coverage in California

Karl Storz Endoscopy-America, Inc. Employee Savings Plan covers 2,109 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $404M.

$404M
total plan assets (2023 EOY): 2,109
covered participants: 97th
percentile by assets (of 127,072 plans): $191,324
avg assets per participant

Where Karl Storz Endoscopy-America, Inc. Employee Savings Plan sits by total assets

Karl Storz Endoscopy-America, Inc. Employee Savings Plan vs every filed plan by assets

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

$403,503,054 Top 3% higher than 97% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Karl Storz Endoscopy-America, Inc. Employee Savings Plan reported net income rose from -$80M in the plan year 2022 filing to $66M in the plan year 2023 filing.
Karl Storz Endoscopy-America, Inc. Employee Savings Plan end-of-year assets rose from $337M in the plan year 2022 filing to $404M in the plan year 2023 filing.
Karl Storz Endoscopy-America, Inc. Employee Savings Plan reported participants rose from 1,960 in the plan year 2022 filing to 2,109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Retail Trade

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Karl Storz Endoscopy-America, Inc. Employee Savings Plan reports 2,109 participants - 3.3x that state average ($404M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$337M
Net Assets (End of Year)	$404M
Net Income	$66M
Employer EIN	952678449
Plan Effective Date	1990-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Karl Storz Endoscopy-America, Inc.)

Total plan assets by year, all Karl Storz Endoscopy-America, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,960	$337M
2023	1	2,109	$404M
2024	1	2,224	$467M

Nearby 401(k) Plans in California

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

Karl Storz Endoscopy-America, Inc. Employee Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Karl Storz Endoscopy-America, Inc. Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Karl Storz Endoscopy-America, Inc. Employee Savings Plan by total assets, not by location.

Ctca 401(k) Savings and Retirement Plan (IL) $403M · 2,849
Vanasse Hangen Brustlin, Inc. Retirement Plan (MA) $403M · 1,856
The Broad Institute, Inc. 401(k) Retirement Plan (MA) $404M · 2,130
Arizona Pipe Trades Defined Contribution Pension Plan (AZ) $404M · 5,016

Frequently Asked Questions

How did Karl Storz Endoscopy-America, Inc. Employee Savings Plan assets move in 2023? ▼

Karl Storz Endoscopy-America, Inc. Employee Savings Plan grew sharply - up 19.6% during 2023, from $337M to $404M. Reported net income was $66M.

How have Karl Storz Endoscopy-America, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Karl Storz Endoscopy-America, Inc.'s sponsor-wide assets grew 38.5%, from $337M to $467M.

Where does Karl Storz Endoscopy-America, Inc. Employee Savings Plan rank by assets among Form 5500 filers? ▼

Karl Storz Endoscopy-America, Inc. Employee Savings Plan ranks in the 97th 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 Karl Storz Endoscopy-America, Inc. Employee Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ctca 401(k) Savings and Retirement Plan in IL ($403M, 2,849 participants).

Next read for Karl Storz Endoscopy-America, Inc. Emplo…

Filing takeaways

Ways to act on Karl Storz Endoscopy-America, Inc. Employee Savings Plan's numbers.

By total assets, Karl Storz Endoscopy-America, Inc. Employee Savings 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
Karl Storz Endoscopy-America, Inc.'s sponsor-wide assets have grown 38.5% since 2022 across 3 plan years on file. More Retail Trade 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 952678449.