401(k) · DOL Form 5500 · 2023
Zimmer Surgical, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 171
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $41,267
- Avg per participant Low balance/head
Official DOL plan name: Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan · Sponsored by Zimmer Surgical, Inc. · Ohio · Manufacturing
$7M in assets, 171 participants
Zimmer Surgical, Inc.'s Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan reported $7M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.
- #6,644 in Manufacturing (18,722 peers)
Coverage in Ohio
Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan covers 171 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $7M.
- #6,644
- in Manufacturing (18,722 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $976K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan's mid-pack asset rank among Manufacturing and all filers
Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,056,613 Top 49% higher than 51% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan reported net income rose from -$3M in the plan year 2022 filing to -$976K in the plan year 2023 filing.
- Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan reported participants fell from 195 in the plan year 2022 filing to 171 in the plan year 2023 filing.
- Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810550216 · Zimmer Surgical, Inc. PY 2023 · 401(k)
Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan · $7M · 171 · 51st
- PART $7M
- PART 171
- PART 51st
- PART 401(k)
- PART near Ns Pharma, Inc. 401(k) Plan
- PART ind #6644
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 Ohio →
Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$976K |
| Employer EIN | 810550216 |
| Plan Effective Date | 2000-05-16 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 389 | $41M |
| 2023 | 2 | 281 | $41M |
| 2024 | 2 | 162 | $42M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ns Pharma, Inc. 401(k) Plan in NJ ($7M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Ns Pharma, Inc. 401(k) Plan (NJ) $7M · 69
- Western Slope Auto Company 401(k) Plan (CO) $7M · 121
- Dana-Co, LLC 401(k) Plan (NY) $7M · 106
- Mortgageflex 401(k) Plan (FL) $7M · 25
Similar participant headcount
Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.
- Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan (TN) 171 · 0 off
- Wyndham Capital Mortgage, Inc 401(k) Plan (NC) 171 · 0 off
- Meteorcomm 401(k) Plan (WA) 171 · 0 off
- Admiral Glass & Mirror 401(k) Plan (TX) 171 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.