401(k) · DOL Form 5500 · 2024

Carl Zeiss Meditec Inc. 401(k) Plan

Data updated 2026-08-25

$291M
Total assets Near avg plan size
1,187
Participants Near avg headcount
96th
Percentile by assets National rank
$244,945
Avg per participant Above avg balance/head
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Official DOL plan name: Carl Zeiss Meditec, Inc. Retirement and Investment Plan · Sponsored by Carl Zeiss Meditec Inc. · California · Manufacturing

$291M in assets, 1,187 participants

Carl Zeiss Meditec Inc.'s Carl Zeiss Meditec, Inc. Retirement and Investment Plan reported $291M in total assets and 1,187 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.

  • #16,581 in Manufacturing (17,777 peers)

Where Carl Zeiss Meditec, Inc. Retirement and Investment Plan sits by assets

Carl Zeiss Meditec, Inc. Retirement and Investment Plan sits in the top 5% of all filed plans by assets, $291M for 1,187 participants (~$244,945/participant), up 17.4% in 2024.

#16,581
in Manufacturing (17,777 peers)
+17.4%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Carl Zeiss Meditec, Inc. Retirement and Investment Plan's outsized position by total assets

Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$290,749,858 Top 4% higher than 96% 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

Carl Zeiss Meditec, Inc. Retirement and Investment 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. Carl Zeiss Meditec, Inc. Retirement and Investment Plan lands in the large band (1,187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carl Zeiss Meditec, Inc. Retirement and Investment Plan end-of-year assets rose from $248M in the plan year 2023 filing to $291M in the plan year 2024 filing.
  • Carl Zeiss Meditec, Inc. Retirement and Investment Plan reported participants rose from 1,124 in the plan year 2023 filing to 1,187 in the plan year 2024 filing.
  • Carl Zeiss Meditec, Inc. Retirement and Investment Plan reported net income rose from $42M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 943374401 · Carl Zeiss Meditec Inc. PY 2024 · 401(k)

Carl Zeiss Meditec, Inc. Retirement and Investment Plan · $291M · 1,187 · 96th

  • TYPE $291M
  • TYPE 1,187
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Pga Tour Employees Savings Plan
  • TYPE ind #16581

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 California →

Carl Zeiss Meditec, Inc. Retirement and Investment Plan in the asset neighbourhood

Pga Tour Employees Savings PlanPga Tour Employees Savings P…$291MCarl Zeiss Meditec, Inc. Retirement and Investment PlanCarl Zeiss Meditec, Inc. Ret…$291MKontoor Brands 401(k) Savings PlanKontoor Brands 401(k) Saving…$291MSwift 401(k) Savings Plan$291MVns Health Retirement Savings PlanVns Health Retirement Saving…$291M
End-of-year total assets ($M) among Carl Zeiss Meditec, Inc. Retirement and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$248M
Net Assets (End of Year)$291M
Net Income$43M
Employer EIN943374401
Plan Effective Date1992-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl Zeiss Meditec Inc.)

Sponsor-wide plan assets over time

All Carl Zeiss Meditec Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$291M 41.27725635012423% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $206M $291M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 946 $206M
2023 1 1,124 $248M
2024 1 1,187 $291M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carl Zeiss Meditec, Inc. Retirement and Investment Plan, Total assets ($B): 0.290749858 · Participants: 1187Carl Zeiss Meditec, Inc. Retirement and Investment PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Carl Zeiss Meditec, Inc. Retirement and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carl Zeiss Meditec, Inc. Retirement and Investment Plan side-by-side with 3 peers →

Carl Zeiss Meditec, Inc. Retirement and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pga Tour Employees Savings Plan in FL ($291M); by covered participants it is The Windquest Group 401(k) Retirement Savings Plan in MI (1,187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($291M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,187 participants); asset peers above are excluded.

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 Carl Zeiss Meditec, Inc. Retirement and Investment Plan assets move in 2024? ▼
Carl Zeiss Meditec, Inc. Retirement and Investment Plan grew sharply - up 17.4% during 2024, from $248M to $291M. Reported net income was $43M.
How have Carl Zeiss Meditec Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Zeiss Meditec Inc.'s sponsor-wide assets grew 41.3%, from $206M to $291M.
Where does Carl Zeiss Meditec, Inc. Retirement and Investment Plan rank by assets among Form 5500 filers? ▼
Carl Zeiss Meditec, Inc. Retirement and 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 Meditec, Inc. Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pga Tour Employees Savings Plan in FL ($291M, 2,928 participants).
Which 401(k) plans cover a similar participant headcount to Carl Zeiss Meditec, Inc. Retirement and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Windquest Group 401(k) Retirement Savings Plan in MI (1,187 participants, $79M 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 943374401.

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.