Defined Benefit (Pension) · DOL Form 5500 · 2022

Zimmer Biomet Holdings, Inc. Pension Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
419
Participants Below avg headcount
97th
Percentile by assets National rank
$824,945
Avg per participant High balance/head
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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.

  • #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.

#19,634
in Manufacturing (20,602 peers)
-21.1%
assets change YoY
3.5×
vs typical plan assets (national mean)

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's outsized position by total assets

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

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

$345,652,029 Top 3% higher than 97% 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. 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. Retirement Income Plan sits mid-pack in the medium band (419 participants).

Published 5500 schedule card

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

Zimmer Biomet Holdings, Inc. Retirement Income Plan · $346M · 419 · 97th

  • NET $346M
  • BOOK 419
  • VS-ST 97th
  • BOY Defined Benefit (Pension)
  • SCH near IBEW Local No. 236 Pension Plan
  • EBSA ind #19634

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. Retirement Income Plan in the asset neighbourhood

Plumbers Union Local No. 12 PensionPlumbers Union Local No. 12 …$346MSheet Metal Workers Local Union No. 80 Pension FundSheet Metal Workers Local Un…$346MInternational Association Pension PlanInternational Association Pe…$346MZimmer Biomet Holdings, Inc. Retirement Income PlanZimmer Biomet Holdings, Inc.…$346MIBEW Local No. 236 Pension PlanIBEW Local No. 236 Pension P…$346M
End-of-year total assets ($M) among Zimmer Biomet Holdings, Inc. Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$438M
Net Assets (End of Year)$346M
Net Income-$92M
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. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Zimmer Biomet Holdings, Inc. Retirement Income Plan, Total assets ($B): 0.345652029 · Participants: 419Zimmer Biomet Holdings, Inc. 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. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Holdings, Inc. Retirement Income Plan side-by-side with 3 peers →

Zimmer Biomet Holdings, Inc. 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 IBEW Local No. 236 Pension Plan in NY ($346M); by covered participants it is Donaldson Company, Inc. Hourly Employees Pension Plan in MN (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($346M here).

Similar participant headcount

Nearest other-state filings by covered participants (419 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. Retirement Income Plan assets move in 2022? ▼
Zimmer Biomet Holdings, Inc. Retirement Income Plan declined sharply - down 21.1% during 2022, from $438M to $346M. Reported net income was -$92M.
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. Retirement Income Plan rank by assets among Form 5500 filers? ▼
Zimmer Biomet Holdings, Inc. Retirement Income Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Zimmer Biomet Holdings, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local No. 236 Pension Plan in NY ($346M, 1,158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zimmer Biomet Holdings, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Donaldson Company, Inc. Hourly Employees Pension Plan in MN (419 participants, $100M 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.