Defined Benefit (Pension) · DOL Form 5500 · 2024
Carl Zeiss, Inc. Pension Plan
Data updated 2026-07-24
- $79M
- Total assets
- 109
- Participants
- 89th
- Percentile by assets
- $722,750
- Avg per participant
Official DOL plan name: Pension Plan for Employees of Carl Zeiss, Inc. · Sponsored by Carl Zeiss, Inc. · New York · Manufacturing
$79M in assets, 109 participants
Carl Zeiss, Inc.'s Pension Plan for Employees of Carl Zeiss, Inc. reported $79M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 116,472 plans)
Coverage in New York
Pension Plan for Employees of Carl Zeiss, Inc. covers 109 participants in New York, about 14% of the average New York filer (state average ~795 per filing). Assets: $79M.
- $79M
- total plan assets (2024 EOY)
- 109
- covered participants
- 89th
- percentile by assets (of 116,472 plans)
- $722,750
- avg assets per participant
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan for Employees of Carl Zeiss, Inc. reported net income fell from $1M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
- Pension Plan for Employees of Carl Zeiss, Inc. end-of-year assets fell from $85M in the plan year 2023 filing to $79M in the plan year 2024 filing.
- Pension Plan for Employees of Carl Zeiss, Inc. reported participants fell from 114 in the plan year 2023 filing to 109 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Pension Plan for Employees of Carl Zeiss, Inc. reports 109 participants - about 14% of that state average ($79M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$6M |
| Employer EIN | 131495820 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carl Zeiss, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,506 | $338M |
| 2023 | 2 | 1,473 | $400M |
| 2024 | 2 | 1,563 | $439M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pension Plan for Employees of Carl Zeiss, Inc. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan for Employees of Carl Zeiss, Inc. by total assets, not by location.
Frequently Asked Questions
How did Pension Plan for Employees of Carl Zeiss, Inc. assets move in 2024? ▼
How have Carl Zeiss, Inc. plan assets changed over time? ▼
Where does Pension Plan for Employees of Carl Zeiss, Inc. rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Carl Zeiss, Inc.? ▼
Next read for Pension Plan for Employees of Carl Zeiss…
Filing takeaways
Ways to act on Pension Plan for Employees of Carl Zeiss, Inc.'s numbers.
- By total assets, Pension Plan for Employees of Carl Zeiss, Inc. ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.
Read our methodology - how this data is sourced, computed, and verified.