Defined Benefit (Pension) · DOL Form 5500 · 2022

Zimmer Surgical, Inc. Pension Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
194
Participants Below avg headcount
84th
Percentile by assets National rank
$169,303
Avg per participant Above avg balance/head
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Official DOL plan name: Zimmer Surgical, Inc. Union Employees' Pension Plan · Sponsored by Zimmer Surgical, Inc. · Indiana · Manufacturing

$33M in assets, 194 participants

Zimmer Surgical, Inc.'s Zimmer Surgical, Inc. Union Employees' Pension Plan reported $33M in total assets and 194 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,847 in Manufacturing (20,602 peers)

Coverage in Indiana

Zimmer Surgical, Inc. Union Employees' Pension Plan covers 194 participants in Indiana, about 36% of the average Indiana filer (state average ~541 per filing). Assets: $33M.

#15,847
in Manufacturing (20,602 peers)
-2.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $711K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Zimmer Surgical, Inc. Union Employees' Pension Plan's outsized position by total assets

Zimmer Surgical, Inc. Union Employees' Pension Plan vs every filed plan by assets

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

$32,844,837 Top 16% higher than 84% 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 Surgical, Inc. Union Employees' Pension 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 Surgical, Inc. Union Employees' Pension Plan sits mid-pack in the medium band (194 participants).

EBSA filing schedule strip

Filing strip 810550216 · Zimmer Surgical, Inc. PY 2022 · Defined Benefit (Pension)

Zimmer Surgical, Inc. Union Employees' Pension Plan · $33M · 194 · 84th

  • VS-ST $33M
  • BOY 194
  • SCH 84th
  • EBSA Defined Benefit (Pension)
  • PART near Carhartt, Inc. Pension Plan
  • TYPE ind #15847

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 Surgical, Inc. Union Employees' Pension Plan in the asset neighbourhood

The Retirement Plan of Saco & Biddeford Savings InstitutionThe Retirement Plan of Saco …$33MHauni Richmond, Inc. Pension PlanHauni Richmond, Inc. Pension…$33MZimmer Surgical, Inc. Union Employees' Pension PlanZimmer Surgical, Inc. Union …$33MCarhartt, Inc. Pension Plan$33MGenesis Alkali, LLC Union Retirement PlanGenesis Alkali, LLC Union Re…$33M
End-of-year total assets ($M) among Zimmer Surgical, Inc. Union Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$33M
Net Income-$711K
Employer EIN810550216
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmer Surgical, Inc.)

Sponsor-wide plan assets over time

All Zimmer Surgical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 3.6137860937964916% vs 2022
2024 filing year
$40.5M$41M$41.5M$42M$42.5M 202220232024 $40.9M $42.4M ▲ +3.6%
Year Plans Participants Total Assets
2022 2 389 $41M
2023 2 281 $41M
2024 2 162 $42M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Zimmer Surgical, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Zimmer Surgical, Inc. Union Employees' Pension Plan, Total assets ($B): 0.032844837 · Participants: 194Zimmer Surgical, Inc. Union Employees' Pension 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 Surgical, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Zimmer Surgical, Inc. Union Employees' Pension Plan side-by-side with 3 peers →

Zimmer Surgical, Inc. Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Carhartt, Inc. Pension Plan in MI ($33M); by covered participants it is The Interpublic Retirement Account Plan in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Surgical, Inc. Union Employees' Pension Plan assets move in 2022? ▼
Zimmer Surgical, Inc. Union Employees' Pension Plan edged down modestly - down 2.1% during 2022, from $34M to $33M. Reported net income was -$711K.
How have Zimmer Surgical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmer Surgical, Inc.'s sponsor-wide assets grew 3.6%, from $41M to $42M.
Where does Zimmer Surgical, Inc. Union Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Zimmer Surgical, Inc. Union Employees' Pension Plan ranks in the 84th 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 Surgical, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carhartt, Inc. Pension Plan in MI ($33M, 461 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zimmer Surgical, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Interpublic Retirement Account Plan in NY (194 participants, $70M 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 810550216.

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.