Carl Zeiss 401(k) match, vesting and fees
What Carl Zeiss' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Maillie LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Carl Zeiss: employer contribution per participant | $4,664 | |
| Peer median | $2,413 |
| Carl Zeiss: average balance | $168,053 | |
| Peer median | $86,456 |
| Carl Zeiss: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $307M at the end of plan year 2021 to $361M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,199 | $361M | $10M | $4,664 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 2,067 | $315M | $9.1M | $4,454 | — | Not published | Form 5500 ↗ |
| 2022 | 1,967 | $255M | $7.8M | $4,119 | — | Not published | Form 5500 ↗ |
| 2021 | 1,914 | $307M | $10.1M | $5,468 | — | Not published | Form 5500 ↗ |
Other Carl Zeiss plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Pension Plan for Employees of Carl Zeiss, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Maillie LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Carl Zeiss match 401(k) contributions?
The match terms for the Carl Zeiss, Inc. 401(k) Savings & Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $10M in employer contributions, about $4,664 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Carl Zeiss 401(k) match vested?
The vesting schedule for the Carl Zeiss, Inc. 401(k) Savings & Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Carl Zeiss 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Carl Zeiss, Inc..
I left Carl Zeiss. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Carl Zeiss, Inc., (914) 681-7730) or the recordkeeper, Fidelity Investments Institutional. The Carl Zeiss old 401(k) page lists the contacts from every plan filing. Find an old Carl Zeiss 401(k)
Data from the public Form 5500 annual reports Carl Zeiss filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Carl Zeiss. Not financial advice. Report a correction · Methodology