Defined Benefit (Pension) · DOL Form 5500 · 2022
Zimmer Biomet Holdings, Inc. Pension Plan
Data updated 2026-08-11
- $346M
- Total assets
- 419
- Participants
- 97th
- Percentile by assets
- $824,945
- Avg per participant
Official DOL plan name: Zimmer Biomet Holdings, Inc. Retirement Income Plan · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing
$346M in assets, 419 participants
Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Holdings, Inc. Retirement Income Plan reported $346M in total assets and 419 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,634 in Manufacturing (20,602 peers)
Where Zimmer Biomet Holdings, Inc. Retirement Income Plan sits by assets
Zimmer Biomet Holdings, Inc. Retirement Income Plan sits in the top 5% of all filed plans by assets, $346M for 419 participants (~$824,945/participant), down 21.1% in 2022.
- $346M
- total plan assets (2022 EOY)
- 419
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $824,945
- avg assets per participant
The plan reported a net loss of $92M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zimmer Biomet Holdings, Inc. Retirement Income Plan vs the 2022 asset distribution
By assets, Zimmer Biomet Holdings, Inc. Retirement Income Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $438M |
|---|---|
| Net Assets (End of Year) | $346M |
| Net Income | -$92M |
| Employer EIN | 134151777 |
| Plan Effective Date | 2001-08-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Zimmer Biomet Holdings, Inc.)
| 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. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
- The Lilly Retirement Plan $11.2B · 16,878
- Cummins Pension Plan $3.2B · 24,119
- Indiana Laborers Pension Fund $1.5B · 9,896
- Elevance Health Cash Balance Plan a $1.2B · 8,650
- Nisource Pension Plan $1.1B · 2,283
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Zimmer Biomet Holdings, Inc. Retirement Income Plan by total assets, not by location.
- IBEW Local No. 236 Pension Plan (NY) $346M · 1,158
- International Association Pension Plan (IL) $346M · 854
- Sheet Metal Workers Local Union No. 80 Pension Fund (MI) $346M · 1,221
- Plumbers Union Local No. 12 Pension (MA) $346M · 1,623
Frequently Asked Questions
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Ways to act on Zimmer Biomet Holdings, Inc. Retirement Income Plan's numbers.
- By total assets, Zimmer Biomet Holdings, Inc. Retirement Income Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Indiana. Compare plans
- Zimmer Biomet Holdings, Inc.'s sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Manufacturing plans