401(k) · DOL Form 5500 · 2024

Carl Zeiss, Inc. 401(k) Plan

Data updated 2026-08-25

$361M
Total assets Above avg plan size
1,454
Participants Near avg headcount
96th
Percentile by assets National rank
$248,035
Avg per participant Above avg balance/head
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Official DOL plan name: Carl Zeiss, Inc. 401(k) Savings & Investment Plan · Sponsored by Carl Zeiss, Inc. · New York · Manufacturing

$361M in assets, 1,454 participants

Carl Zeiss, Inc.'s Carl Zeiss, Inc. 401(k) Savings & Investment Plan reported $361M in total assets and 1,454 participants in its 2024 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.

  • #16,753 in Manufacturing (17,777 peers)

Where Carl Zeiss, Inc. 401(k) Savings & Investment Plan sits by assets

Carl Zeiss, Inc. 401(k) Savings & Investment Plan sits in the top 5% of all filed plans by assets, $361M for 1,454 participants (~$248,035/participant), up 14.4% in 2024.

#16,753
in Manufacturing (17,777 peers)
+14.4%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Carl Zeiss, Inc. 401(k) Savings & Investment Plan's outsized position by total assets

Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$360,642,718 Top 4% higher than 96% of 123,620 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 2024

Carl Zeiss, Inc. 401(k) Savings & Investment Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carl Zeiss, Inc. 401(k) Savings & Investment Plan lands in the large band (1,454 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carl Zeiss, Inc. 401(k) Savings & Investment Plan reported net income fell from $61M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • Carl Zeiss, Inc. 401(k) Savings & Investment Plan end-of-year assets rose from $315M in the plan year 2023 filing to $361M in the plan year 2024 filing.
  • Carl Zeiss, Inc. 401(k) Savings & Investment Plan reported participants rose from 1,359 in the plan year 2023 filing to 1,454 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131495820 · Carl Zeiss, Inc. PY 2024 · 401(k)

Carl Zeiss, Inc. 401(k) Savings & Investment Plan · $361M · 1,454 · 96th

  • EIN $361M
  • RANK 1,454
  • PHOTO 96th
  • IND 401(k)
  • EOY near United Musculoskeletal Partners, LLC 401(k) Plan
  • 5500 ind #16753

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 New York →

Carl Zeiss, Inc. 401(k) Savings & Investment Plan in the asset neighbourhood

United Musculoskeletal Partners, LLC 401(k) PlanUnited Musculoskeletal Partn…$361MCarl Zeiss, Inc. 401(k) Savings & Investment PlanCarl Zeiss, Inc. 401(k) Savi…$361MHaynes and Boone Retirement Savings PlanHaynes and Boone Retirement …$360MThe First Financial Bankshares Inc 401(k) Profit Sharing and Employee Stock Ownership Plan & TrustThe First Financial Bankshar…$360MNew Jersey Resources Corporation Employees' Retirement Savings PlanNew Jersey Resources Corpora…$360M
End-of-year total assets ($M) among Carl Zeiss, Inc. 401(k) Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$361M
Net Income$45M
Employer EIN131495820
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl Zeiss, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$439M 29.88780292228303% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $338M $439M ▲ +29.9%
Year Plans Participants Total Assets
2022 2 1,506 $338M
2023 2 1,473 $400M
2024 2 1,563 $439M

Nearby 401(k) Plans in New York

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

Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carl Zeiss, Inc. 401(k) Savings & Investment Plan, Total assets ($B): 0.360642718 · Participants: 1454Carl Zeiss, Inc. 401(k) Savings & Investment PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carl Zeiss, Inc. 401(k) Savings & Investment Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is United Musculoskeletal Partners, LLC 401(k) Plan in GA ($361M); by covered participants it is Tredegar Corporation Retirement Savings Plan in VA (1,454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,454 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carl Zeiss, Inc. 401(k) Savings & Investment Plan assets move in 2024? ▼
Carl Zeiss, Inc. 401(k) Savings & Investment Plan grew at a solid clip - up 14.4% during 2024, from $315M to $361M. Reported net income was $45M.
How have Carl Zeiss, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Zeiss, Inc.'s sponsor-wide assets grew 29.9%, from $338M to $439M.
Where does Carl Zeiss, Inc. 401(k) Savings & Investment Plan rank by assets among Form 5500 filers? ▼
Carl Zeiss, Inc. 401(k) Savings & Investment Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Carl Zeiss, Inc. 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Musculoskeletal Partners, LLC 401(k) Plan in GA ($361M, 1,029 participants).
Which 401(k) plans cover a similar participant headcount to Carl Zeiss, Inc. 401(k) Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tredegar Corporation Retirement Savings Plan in VA (1,454 participants, $137M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131495820.

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.