401(k) · DOL Form 5500 · 2024
Karl Storz Endoscopy-America, Inc. 401(k) Plan
Data updated 2026-08-25
- $467M
- Total assets Above avg plan size
- 2,224
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $210,144
- Avg per participant Above avg balance/head
Official DOL plan name: Karl Storz Endoscopy-America, Inc. Employee Savings Plan · Sponsored by Karl Storz Endoscopy-America, Inc. · California · Retail Trade
$467M in assets, 2,224 participants
Karl Storz Endoscopy-America, Inc.'s Karl Storz Endoscopy-America, Inc. Employee Savings Plan reported $467M in total assets and 2,224 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #7,897 in Retail Trade (8,048 peers)
Coverage in California
Karl Storz Endoscopy-America, Inc. Employee Savings Plan covers 2,224 participants in California, 3.5x the typical California plan (state average ~630 per filing). Assets: $467M.
- #7,897
- in Retail Trade (8,048 peers)
- +15.8%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
Karl Storz Endoscopy-America, Inc. Employee Savings Plan's outsized position by total assets
Karl Storz Endoscopy-America, Inc. Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$467,359,840 Top 3% higher than 97% 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
Karl Storz Endoscopy-America, Inc. Employee Savings 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. Karl Storz Endoscopy-America, Inc. Employee Savings Plan lands in the large band (2,224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Karl Storz Endoscopy-America, Inc. Employee Savings Plan end-of-year assets rose from $404M in the plan year 2023 filing to $467M in the plan year 2024 filing.
- Karl Storz Endoscopy-America, Inc. Employee Savings Plan reported participants rose from 2,109 in the plan year 2023 filing to 2,224 in the plan year 2024 filing.
- Karl Storz Endoscopy-America, Inc. Employee Savings Plan reported net income fell from $66M in the plan year 2023 filing to $64M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 952678449 · Karl Storz Endoscopy-America, Inc. PY 2024 · 401(k)
Karl Storz Endoscopy-America, Inc. Employee Savings Plan · $467M · 2,224 · 97th
- EOY $467M
- 5500 2,224
- ASSETS 97th
- PCT 401(k)
- EIN near Kone Inc. Employee Savings Plan
- RANK ind #7897
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 Retail Trade retirement plans → · Plans in California →
Karl Storz Endoscopy-America, Inc. Employee Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $404M |
|---|---|
| Net Assets (End of Year) | $467M |
| Net Income | $64M |
| Employer EIN | 952678449 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Karl Storz Endoscopy-America, Inc.)
Sponsor-wide plan assets over time
All Karl Storz Endoscopy-America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $467M 38.48108579756894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,960 | $337M |
| 2023 | 1 | 2,109 | $404M |
| 2024 | 1 | 2,224 | $467M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Karl Storz Endoscopy-America, Inc. Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kone Inc. Employee Savings Plan in IL ($467M); by covered participants it is James Avery Craftsman, Inc. Employee 401(k) Plan in TX (2,224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($467M here).
- Kone Inc. Employee Savings Plan (IL) $467M · 1,842
- Enersys Delaware Inc. 401(k) Plan (PA) $468M · 4,994
- Wellmark, Inc. Savings and Investment Plan (IA) $468M · 1,944
- Multi-Color 401(k) Savings Plan (OH) $467M · 4,519
Similar participant headcount
Nearest other-state filings by covered participants (2,224 participants); asset peers above are excluded.
- James Avery Craftsman, Inc. Employee 401(k) Plan (TX) 2,224 · 0 off
- Holland Hospital 401(k) Savings Plan (MI) 2,223 · 1 off
- Hawaiian Airlines, Inc. 401(k) Plan for Flight Attendants (HI) 2,223 · 1 off
- Tlc Management, Inc. 401(k) Plan (IN) 2,225 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.