401(k) · DOL Form 5500 · 2022

Zimmer Biomet Apex Surgical, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
125
Participants Small participant base
54th
Percentile by assets National rank
$47,020
Avg per participant Low balance/head
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Official DOL plan name: Zimmer Biomet Apex Surgical 401(k) Plan · Sponsored by Zimmer Biomet Apex Surgical, LLC · Ohio · Wholesale Trade

$6M in assets, 125 participants

Zimmer Biomet Apex Surgical, LLC's Zimmer Biomet Apex Surgical 401(k) Plan reported $6M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,901 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Zimmer Biomet Apex Surgical 401(k) Plan covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#2,901
in Wholesale Trade (6,843 peers)
-20.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zimmer Biomet Apex Surgical 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Zimmer Biomet Apex Surgical 401(k) Plan vs every filed plan by assets

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

$5,877,442 Top 46% higher than 54% 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 Apex Surgical 401(k) Plan 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 Apex Surgical 401(k) Plan sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 454131428 · Zimmer Biomet Apex Surgical, LLC PY 2022 · 401(k)

Zimmer Biomet Apex Surgical 401(k) Plan · $6M · 125 · 54th

  • PCT $6M
  • PCT 125
  • PCT 54th
  • PCT 401(k)
  • PCT near M. W. Waldrop Company, Inc. 401(k) Plan
  • PCT ind #2901

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 Wholesale Trade retirement plans → · Plans in Ohio →

Zimmer Biomet Apex Surgical 401(k) Plan in the asset neighbourhood

Zimmer Biomet Apex Surgical 401(k) PlanZimmer Biomet Apex Surgical …$6MM. W. Waldrop Company, Inc. 401(k) PlanM. W. Waldrop Company, Inc. …$6MHandcraft Cleaners & Launderers, Inc. 401(k) PlanHandcraft Cleaners & Launder…$6MBridge Group Hh, Inc. 401(k) PlanBridge Group Hh, Inc. 401(k)…$6MRoberson Motors, Inc. 401(k) Profit Sharing PlanRoberson Motors, Inc. 401(k)…$6M
End-of-year total assets ($M) among Zimmer Biomet Apex Surgical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN454131428
Plan Effective Date2012-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmer Biomet Apex Surgical, LLC)

Sponsor-wide plan assets over time

All Zimmer Biomet Apex Surgical, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 47.6316567649668% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.88M $8.68M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 125 $6M
2023 1 126 $7M
2024 1 130 $9M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Zimmer Biomet Apex Surgical 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Zimmer Biomet Apex Surgical 401(k) Plan, Total assets ($B): 0.005877442 · Participants: 125Zimmer Biomet Apex Surgical 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Zimmer Biomet Apex Surgical 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Zimmer Biomet Apex Surgical 401(k) Plan side-by-side with 3 peers →

Zimmer Biomet Apex Surgical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is M. W. Waldrop Company, Inc. 401(k) Plan in TX ($6M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Apex Surgical 401(k) Plan assets move in 2022? ▼
Zimmer Biomet Apex Surgical 401(k) Plan declined sharply - down 20.2% during 2022, from $7M to $6M. Reported net income was -$2M.
How have Zimmer Biomet Apex Surgical, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmer Biomet Apex Surgical, LLC's sponsor-wide assets grew 47.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Zimmer Biomet Apex Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M. W. Waldrop Company, Inc. 401(k) Plan in TX ($6M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Zimmer Biomet Apex Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 454131428.

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.