Defined Benefit (Pension) · DOL Form 5500 · 2023

Carl Zeiss Vision, Inc. Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
36
Participants Small participant base
83rd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sola Optical Pension Plan · Sponsored by Carl Zeiss Vision, Inc. · Kentucky · Manufacturing

$39M in assets, 36 participants

Carl Zeiss Vision, Inc.'s Sola Optical Pension Plan reported $39M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,095 in Manufacturing (18,722 peers)

Where Sola Optical Pension Plan sits by assets

Sola Optical Pension Plan sits in the top quartile of all filed plans by assets, $39M for 36 participants (~$1.1M/participant), up 7.6% in 2023.

#14,095
in Manufacturing (18,722 peers)
+7.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sola Optical Pension Plan's outsized position by total assets

Sola Optical Pension Plan vs every filed plan by assets

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

$38,508,632 Top 17% higher than 83% 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

Sola Optical Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sola Optical Pension Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sola Optical Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sola Optical Pension Plan end-of-year assets rose from $36M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Sola Optical Pension Plan reported participants fell from 37 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943189941 · Carl Zeiss Vision, Inc. PY 2023 · Defined Benefit (Pension)

Sola Optical Pension Plan · $39M · 36 · 83rd

  • ASSETS $39M
  • PCT 36
  • EIN 83rd
  • RANK Defined Benefit (Pension)
  • PHOTO near Orix Financial Services, Inc. Retirement Plan
  • IND ind #14095

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 Kentucky →

Sola Optical Pension Plan in the asset neighbourhood

St. Marys Location Pension Plan for Eligible Union EmployeesSt. Marys Location Pension P…$39MSola Optical Pension Plan$39MOrix Financial Services, Inc. Retirement PlanOrix Financial Services, Inc…$38MTma-Ila Pension Plan$38MIBEW Local Union 64 Pension PlanIBEW Local Union 64 Pension …$38M
End-of-year total assets ($M) among Sola Optical Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$39M
Net Income$3M
Employer EIN943189941
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl Zeiss Vision, Inc.)

Sponsor-wide plan assets over time

All Carl Zeiss Vision, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 15.01452797836362% vs 2022
2024 filing year
$90M$95M$100M$105M$110M 202220232024 $93.7M $108M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 1,078 $94M
2023 2 982 $102M
2024 2 711 $108M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sola Optical Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Sola Optical Pension Plan, Total assets ($B): 0.038508632 · Participants: 36Sola Optical Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Sola Optical Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Sola Optical Pension Plan side-by-side with 3 peers →

Sola Optical Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Orix Financial Services, Inc. Retirement Plan in TX ($38M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Sola Optical Pension Plan assets move in 2023? ▼
Sola Optical Pension Plan grew at a solid clip - up 7.6% during 2023, from $36M to $39M. Reported net income was $3M.
How have Carl Zeiss Vision, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Zeiss Vision, Inc.'s sponsor-wide assets grew 15.0%, from $94M to $108M.
Where does Sola Optical Pension Plan rank by assets among Form 5500 filers? ▼
Sola Optical Pension Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sola Optical Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Orix Financial Services, Inc. Retirement Plan in TX ($38M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sola Optical Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The People's Credit Union Defined Benefit Plan and Trust in RI (36 participants, $14M 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 943189941.

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.