Defined Benefit (Pension) · DOL Form 5500 · 2024

Carl Zeiss Vision, Inc. Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
28
Participants Small participant base
81st
Percentile by assets National rank
$1.3M
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

$38M in assets, 28 participants

Carl Zeiss Vision, Inc.'s Sola Optical Pension Plan reported $38M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #12,968 in Manufacturing (17,777 peers)

Where Sola Optical Pension Plan sits by assets

Sola Optical Pension Plan sits in the top quartile of all filed plans by assets, $38M for 28 participants (~$1.3M/participant), down 1.9% in 2024.

#12,968
in Manufacturing (17,777 peers)
-1.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$37,771,290 Top 19% higher than 81% 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

Sola Optical Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sola Optical Pension Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sola Optical Pension Plan reported net income fell from $3M in the plan year 2023 filing to -$737K in the plan year 2024 filing.
  • Sola Optical Pension Plan reported participants fell from 36 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Sola Optical Pension Plan end-of-year assets fell from $39M in the plan year 2023 filing to $38M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943189941 · Carl Zeiss Vision, Inc. PY 2024 · Defined Benefit (Pension)

Sola Optical Pension Plan · $38M · 28 · 81st

  • IND $38M
  • IND 28
  • IND 81st
  • IND Defined Benefit (Pension)
  • IND near Ampac Fine Chemicals LLC Pension Plan for Salaried Employees
  • IND ind #12968

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

Retirement Income Plan for the Employees of Armacell LLCRetirement Income Plan for t…$38MAmpac Fine Chemicals LLC Pension Plan for Salaried EmployeesAmpac Fine Chemicals LLC Pen…$38MMichigan Sugar Company Pension PlanMichigan Sugar Company Pensi…$38MSola Optical Pension Plan$38MSalaried Employees' Retirement Plan of the Eastern CompanySalaried Employees' Retireme…$38M
End-of-year total assets ($M) among Sola Optical Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$38M
Net Income-$737K
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. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Sola Optical Pension Plan, Total assets ($B): 0.03777129 · Participants: 28Sola Optical Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland 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 Ampac Fine Chemicals LLC Pension Plan for Salaried Employees in CA ($38M); by covered participants it is The York Water Company Pension Plan for General and Administrative Employees in PA (28 participants). Same-state nearby plans are listed separately above.

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 Sola Optical Pension Plan assets move in 2024? ▼
Sola Optical Pension Plan edged down modestly - down 1.9% during 2024, from $39M to $38M. Reported net income was -$737K.
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 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Ampac Fine Chemicals LLC Pension Plan for Salaried Employees in CA ($38M, 61 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 York Water Company Pension Plan for General and Administrative Employees in PA (28 participants, $43M 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 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.