401(k) · DOL Form 5500 · 2023
Karl Storz Endoscopy-America, Inc. 401(k) Plan
Data updated 2026-08-25
- $404M
- Total assets Above avg plan size
- 2,109
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $191,324
- Avg per participant Above avg balance/head
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.
- #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.
- #8,258
- in Retail Trade (8,414 peers)
- +19.6%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Karl Storz Endoscopy-America, Inc. Employee Savings Plan's outsized position 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'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. Karl Storz Endoscopy-America, Inc. Employee Savings Plan lands in the large band (2,109 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
EBSA filing schedule strip
Filing strip 952678449 · Karl Storz Endoscopy-America, Inc. PY 2023 · 401(k)
Karl Storz Endoscopy-America, Inc. Employee Savings Plan · $404M · 2,109 · 97th
- RANK $404M
- RANK 2,109
- RANK 97th
- RANK 401(k)
- RANK near Ctca 401(k) Savings and Retirement Plan
- RANK ind #8258
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 Retail Trade retirement plans → · Plans in California →
Karl Storz Endoscopy-America, Inc. Employee Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Karl Storz Endoscopy-America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $467M 38.48108579756894% vs 2022
- 2024 filing year
| 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.
- 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
Karl Storz Endoscopy-America, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ctca 401(k) Savings and Retirement Plan in IL ($403M); by covered participants it is Almac 401(k) Retirement Plan in PA (2,109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($404M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,109 participants); asset peers above are excluded.
- Almac 401(k) Retirement Plan (PA) 2,109 · 0 off
- Allstar Home Care Agency 401(k) Plan (NY) 2,109 · 0 off
- Winland Foods, Inc. 401(k) Plan (IL) 2,109 · 0 off
- Eversana 401(k) Plan (KS) 2,108 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.