Defined Benefit (Pension) · DOL Form 5500 · 2022

Zimmer Biomet Holdings, Inc. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
126
Participants Small participant base
77th
Percentile by assets National rank
$153,304
Avg per participant Above avg balance/head
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Official DOL plan name: Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$19M in assets, 126 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan reported $19M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,910 in Manufacturing (20,602 peers)

Coverage in Indiana

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan covers 126 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $19M.

#13,910
in Manufacturing (20,602 peers)
-21.1%
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 Holdings, Inc. Puerto Rico Retirement Income Plan's outsized position by total assets

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan vs every filed plan by assets

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

$19,316,287 Top 23% higher than 77% 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 Holdings, Inc. Puerto Rico Retirement Income 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 Holdings, Inc. Puerto Rico Retirement Income Plan sits mid-pack in the medium band (126 participants).

Form 5500 schedule snapshot

Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2022 · Defined Benefit (Pension)

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan · $19M · 126 · 77th

  • EIN $19M
  • RANK 126
  • PHOTO 77th
  • IND Defined Benefit (Pension)
  • EOY near Swisslog Retirement Income Plan for Salaried Employees
  • 5500 ind #13910

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. Puerto Rico Retirement Income Plan in the asset neighbourhood

Behr Dayton Thermal Products - Iue Pension AgreementBehr Dayton Thermal Products…$19MZimmer Biomet Holdings, Inc. Puerto Rico Retirement Income PlanZimmer Biomet Holdings, Inc.…$19MSwisslog Retirement Income Plan for Salaried EmployeesSwisslog Retirement Income P…$19MLocal 377 Pension Fund$19MBay Area Surgical Specialists Defined Benefit Pp&tBay Area Surgical Specialist…$19M
End-of-year total assets ($M) among Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
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 Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan, Total assets ($B): 0.019316287 · Participants: 126Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan side-by-side with 3 peers →

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Swisslog Retirement Income Plan for Salaried Employees in CO ($19M); by covered participants it is National Federation of Independent Business Retirement Plan in TN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Holdings, Inc. Puerto Rico Retirement Income Plan assets move in 2022? ▼
Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan declined sharply - down 21.1% during 2022, from $24M to $19M. 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 Holdings, Inc. Puerto Rico Retirement Income Plan rank by assets among Form 5500 filers? ▼
Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swisslog Retirement Income Plan for Salaried Employees in CO ($19M, 90 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (126 participants, $76M 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.