Carl Zeiss, Inc. 401(k) Plan: Login, Facts & Contact Information

Carl Zeiss, Inc. 401(k) Plan Facts

Plan name
CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARL ZEISS, INC.
Participants
2,067 (1,500 active employees)
Former employees with a balance
674
Plan assets
$360,642,718 at Dec 31, 2024
Average account balance
$168,053 across 2,146 accounts
Employer contributions
$10,008,956 in plan year 2024 (34% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1988
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $29.4 million went into the plan in contributions, $10.0 million of it from the employer (34%).
  • $33.6 million was paid out to participants.
  • Investment and other income added $49.6 million.
  • Administrative expenses were $25,579, about $12 per account.

How the Carl Zeiss, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,667$217.3 million$7.09 million$13.0 million
20201,731$257.3 million$6.94 million$22.7 million
20211,716$306.7 million$10.1 million$18.2 million
20221,914$254.6 million$7.82 million$17.6 million
20231,967$315.3 million$9.09 million$19.8 million
20242,067$360.6 million$10.0 million$33.6 million

Carl Zeiss, Inc. 401(k) Contact Information

Phone
914-681-7730
Mailing address
ONE NORTH BROADWAY, WHITE PLAINS NY 10601
Plan sponsor
CARL ZEISS, INC.
Employer identification number (EIN)
13-1495820
Plan number
002

Questions about the Carl Zeiss, Inc. 401(k)

Does Carl Zeiss, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $10.0 million, 34% of all contributions.

Does the Carl Zeiss, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Carl Zeiss, Inc 401(k) plan?

2,067 participants at the start of plan year 2024, 1,500 of them active employees, and 674 former employees who still had money in the plan.

What is the average 401(k) balance at Carl Zeiss, Inc?

About $168,053 per account: $360.6 million in plan assets across 2,146 accounts with a balance at the end of plan year 2024.

Who manages the Carl Zeiss, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Carl Zeiss, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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