401(k) · DOL Form 5500 · 2024

Carl Zeiss, Inc. 401(k) Plan

Data updated 2026-08-11

$361M
Total assets: 1,454
Participants: 96th
Percentile by assets: $248,035
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$361M
total plan assets (2024 EOY): 1,454
covered participants: 96th
percentile by assets (of 123,622 plans): $248,035
avg assets per participant

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

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 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 →

State

New York

Industry

Manufacturing

Carl Zeiss, Inc. 401(k) Savings & Investment Plan vs the 2024 asset distribution

By assets, Carl Zeiss, Inc. 401(k) Savings & Investment Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$315M
Net Assets (End of Year)	$361M
Net Income	$45M
Employer EIN	131495820
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carl Zeiss, Inc.)

Total plan assets by year, all Carl Zeiss, Inc. plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Carl Zeiss, Inc. 401(k) Savings & Invest… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carl Zeiss, Inc. 401(k) Savings & Investment Plan by total assets, not by location.

United Musculoskeletal Partners, LLC 401(k) Plan (GA) $361M · 1,029
Haynes and Boone Retirement Savings Plan (TX) $360M · 1,069
The First Financial Bankshares Inc 401(k) Profit Sharing and Employee Stock Ownership Plan & Trust (TX) $360M · 1,528
New Jersey Resources Corporation Employees' Retirement Savings Plan (NJ) $360M · 1,356

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).

Next read for Carl Zeiss, Inc. 401(k) Savings & Invest…

Scale reading

Ways to act on Carl Zeiss, Inc. 401(k) Savings & Investment Plan's numbers.

By total assets, Carl Zeiss, Inc. 401(k) Savings & Investment 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 New York. Compare plans
Carl Zeiss, Inc.'s sponsor-wide assets have grown 29.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.