ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ZIMMER SURGICAL, INC.

This Other plan holds $33M in total assets and serves 194 participants as of 2022. It is sponsored by ZIMMER SURGICAL, INC. in Indiana. The plan reported a net loss of $711K for the year.

Total Assets (2023)

$33M

Participants

194

State

Indiana

Industry

Manufacturing

What the Filing Says About ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN

ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN is a Other retirement plan sponsored by ZIMMER SURGICAL, INC., headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $33M in total end-of-year assets and covers 194 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 810550216, and the plan has been effective since 1977-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $34M at the beginning of 2022 to $33M at year-end — a decline of 2.1%. Net assets (after liabilities) closed the year at $33M, with reported net income of $-710,835 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$34M
Total Assets (End of Year)	$33M
Net Assets (End of Year)	$33M
Net Income	$-710,835
Plan Type	Other
Employer EIN	810550216
Plan Effective Date	1977-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (ZIMMER SURGICAL, INC.)

Year	Plans	Participants	Total Assets
2022	2	389	$41M
2023	2	281	$41M
2024	2	162	$42M

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Frequently Asked Questions

How much money is in the ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN? ▼

As of the 2022 Form 5500 filing, ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN holds $33M in total assets with 194 participants. It is sponsored by ZIMMER SURGICAL, INC..

What type of plan is ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN? ▼

ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN is a Other plan. It has been effective since 1977-07-01. The plan is filed with the U.S. Department of Labor under EIN 810550216.

Who sponsors the ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN? ▼

ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN is sponsored by ZIMMER SURGICAL, INC., located in Indiana. The sponsor's EIN is 810550216 and the plan operates in the Manufacturing industry.

How did ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN perform in 2022? ▼

ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN declined by 2.1% during 2022, moving from $34M to $33M in total assets. Net income was $-710,835.

Where can I find official filings for ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN? ▼

Official Form 5500 filings for ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 810550216 or plan name at efast.dol.gov.

How does ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN compare to other plans? ▼

You can compare ZIMMER SURGICAL, INC. UNION EMPLOYEES' PENSION PLAN against other Other plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.