401(k) · DOL Form 5500 · 2022

Zimmer Biomet Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
403
Participants Below avg headcount
78th
Percentile by assets National rank
$52,440
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$21M in assets, 403 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program reported $21M in total assets and 403 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #14,264 in Manufacturing (20,602 peers)

Where Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits by assets

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits in the top quartile of all filed plans by assets, $21M for 403 participants (~$52,440/participant), down 24.9% in 2022.

#14,264
in Manufacturing (20,602 peers)
-24.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program's outsized position by total assets

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$21,133,174 Top 22% higher than 78% of 139,123 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 2022

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits mid-pack in the medium band (403 participants).

Published 5500 schedule card

Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2022 · 401(k)

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program · $21M · 403 · 78th

  • 5500 $21M
  • 5500 403
  • 5500 78th
  • 5500 401(k)
  • 5500 near US Well Services 401(k) Plan
  • 5500 ind #14264

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 Puerto Rico Savings and Investment 401(k) Program in the asset neighbourhood

Zimmer Biomet Puerto Rico Savings and Investment 401(k) ProgramZimmer Biomet Puerto Rico Sa…$21MUS Well Services 401(k) Plan$21MPeko Precision Products, Inc. Retirement Saving PlanPeko Precision Products, Inc…$21MIntegrus Architecture, P.S. Incentive Savings PlaIntegrus Architecture, P.S. …$21MSeverson Group 401(k) Plan$21M
End-of-year total assets ($M) among Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$21M
Net Income-$5M
Employer EIN134151777
Plan Effective Date2001-08-06
Filing StatusFILING 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
$1.4B$1.6B$1.8B$2B 202220232024 $1.52B $1.92B ▲ +26.3%
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.

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program, Total assets ($B): 0.021133174 · Participants: 403Zimmer Biomet Puerto Rico Savings and Investment 401(k) ProgramElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program side-by-side with 3 peers →

Zimmer Biomet Puerto Rico 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 US Well Services 401(k) Plan in TX ($21M); by covered participants it is Natural History Museum Foundation Retirement Plan in CA (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program assets move in 2022? ▼
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program declined sharply - down 24.9% during 2022, from $28M to $21M. Reported net income was -$5M.
How have Zimmer Biomet Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmer Biomet Holdings, Inc.'s sponsor-wide assets grew 26.4%, from $1.5B to $1.9B.
Where does Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program rank by assets among Form 5500 filers? ▼
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by assets is US Well Services 401(k) Plan in TX ($21M, 418 participants).
Which 401(k) plans cover a similar participant headcount to Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Natural History Museum Foundation Retirement Plan in CA (403 participants, $39M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134151777.

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.