Defined Benefit (Pension) · DOL Form 5500 · 2024
Carl Zeiss, Inc. Pension Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 109
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $722,750
- Avg per participant High balance/head
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.
- #14,802 in Manufacturing (17,777 peers)
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 ~798 per filing). Assets: $79M.
- #14,802
- in Manufacturing (17,777 peers)
- -7.2%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
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.
Pension Plan for Employees of Carl Zeiss, Inc.'s outsized position by total assets
Pension Plan for Employees of Carl Zeiss, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$78,779,743 Top 11% higher than 89% 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
Pension Plan for Employees of Carl Zeiss, Inc. among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Carl Zeiss, Inc. sits mid-pack in the medium band (109 participants).
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.
EBSA filing schedule strip
Filing strip 131495820 · Carl Zeiss, Inc. PY 2024 · Defined Benefit (Pension)
Pension Plan for Employees of Carl Zeiss, Inc. · $79M · 109 · 89th
- PCT $79M
- PCT 109
- PCT 89th
- PCT Defined Benefit (Pension)
- PCT near Colonial Pipeline Company Retirement Plan
- PCT ind #14802
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 →
Pension Plan for Employees of Carl Zeiss, Inc. in the asset neighbourhood
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.)
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
| 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.
- 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
Pension Plan for Employees of Carl Zeiss, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Colonial Pipeline Company Retirement Plan in GA ($79M); by covered participants it is Spencer Savings Bank, Sla Employees' Pension Plan in NJ (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Spencer Savings Bank, Sla Employees' Pension Plan (NJ) 109 · 0 off
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Nebraska (NE) 109 · 0 off
- Erc Retirement Plan (CT) 109 · 0 off
- Apex Tool Group, LLC Pension Plan for Apex Bargaining Unit Employees in Dayton, Oh (MD) 109 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.