401(k) · DOL Form 5500 · 2022
Zimmer Biomet Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 8,427
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $133,974
- Avg per participant Near avg balance/head
Official DOL plan name: Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing
$1.1B in assets, 8,427 participants
Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reported $1.1B in total assets and 8,427 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #20,237 in Manufacturing (20,602 peers)
Coverage in Indiana
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program covers 8,427 participants in Indiana, 16x the typical Indiana plan (state average ~541 per filing). Assets: $1.1B.
- #20,237
- in Manufacturing (20,602 peers)
- -27.8%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $278M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's outsized position by total assets
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,128,995,915 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program lands in the large band (8,427 participants).
EBSA filing schedule strip
Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2022 · 401(k)
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program · $1.1B · 8,427 · 99th
- RANK $1.1B
- PHOTO 8,427
- IND 99th
- EOY 401(k)
- 5500 near Smith & Nephew U.S. Savings Plan
- ASSETS ind #20237
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 Indiana →
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$278M |
| Employer EIN | 134151777 |
| Plan Effective Date | 2001-08-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zimmer Biomet Holdings, Inc.)
Sponsor-wide plan assets over time
All Zimmer Biomet Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.9B 26.43708177957047% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 9,375 | $1.5B |
| 2023 | 4 | 8,300 | $1.8B |
| 2024 | 4 | 8,694 | $1.9B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Scale composition for Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reports $1.1B in end-of-year assets across 8,427 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $133,974 per participant (97% of the national average assets-per-participant) . Net income for plan year 2022 was -$278M.
This plan identity (EIN 134151777, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.5B (+31.1%) while covered participants moved from 8,427 to 7,882 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,427 | $1.1B | This page |
| 2023 | 7,493 | $1.3B | Open filing |
| 2024 · index core | 7,882 | $1.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program (401(k), $1.5B, 7,882 participants)
- Zimmer Biomet Holdings, Inc. Retirement Income Plan (Defined Benefit (Pension), $386M, 311 participants)
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Smith & Nephew U.S. Savings Plan in TN ($1.1B); by covered participants it is Lineage Logistics 401(k) Plan in MI (8,421 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Smith & Nephew U.S. Savings Plan (TN) $1.1B · 6,924
- Lennar Corporation 401(k) Plan (FL) $1.1B · 9,980
- Medline Industries, LP Retirement Plan (IL) $1.1B · 17,377
- Microchip Technology Incorporated Savings Plan (AZ) $1.1B · 6,310
Similar participant headcount
Nearest other-state filings by covered participants (8,427 participants); asset peers above are excluded.
- Lineage Logistics 401(k) Plan (MI) 8,421 · 6 off
- Fortune Brands Innovations Hourly Employee Retirement Savings Plan (IL) 8,434 · 7 off
- Beall's Employees' Savings Trust (FL) 8,437 · 10 off
- Hsbc - North America (U. S.) Tax Reduction Investment Plan (IL) 8,442 · 15 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.