CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN

Plan Contact

  • Address: ONE NORTH BROADWAY,WHITE PLAINS,NY
  • Contact person: KEITH DIXON
  • Phone: (914) 747-1800

Plan General Information

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is $315,258,387.00.This plan was established in 1988.

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is 1967

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is $160,273.00

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is $8,784.00.

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is approximately $4,619.00
Investing in this additonal $4,619.00 for 20 years would give you extra $295,636.00, assuming a 10% annual return.

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Total Employer Contribution and Match Rate

In 2023, CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN allocates $9,086,210.00 to match its employees' contributions, providing an employer match rate of 56.17% of their contributions

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is 23.83%.

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is 20.35%. This measures the effectiveness of the plan participants' investments in the year.

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN is -0.01%.

Enrollment Features

CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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