401(k) · DOL Form 5500 · 2023

Zimmer Biomet Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
7,493
Participants Very large workforce
99th
Percentile by assets National rank
$178,458
Avg per participant Above avg balance/head
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Official DOL plan name: Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$1.3B in assets, 7,493 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reported $1.3B in total assets and 7,493 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #18,362 in Manufacturing (18,722 peers)

Coverage in Indiana

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program covers 7,493 participants in Indiana, 14x the typical Indiana plan (state average ~541 per filing). Assets: $1.3B.

#18,362
in Manufacturing (18,722 peers)
+18.4%
assets growth YoY
13×
vs typical plan assets (national mean)

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's outsized position by total assets

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,337,182,554 Top 1% higher than 99% of 127,068 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 2023

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program lands in the large band (7,493 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reported net income rose from -$278M in the plan year 2022 filing to $208M in the plan year 2023 filing.
  • Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
  • Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reported participants fell from 8,427 in the plan year 2022 filing to 7,493 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2023 · 401(k)

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program · $1.3B · 7,493 · 99th

  • TYPE $1.3B
  • NET 7,493
  • BOOK 99th
  • VS-ST 401(k)
  • BOY near Evergy, Inc. 401(k) Savings Plan
  • SCH ind #18362

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. Savings and Investment 401(k) Program in the asset neighbourhood

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) ProgramZimmer Biomet Holdings, Inc.…$1.3BEvergy, Inc. 401(k) Savings PlanEvergy, Inc. 401(k) Savings …$1.3BMorgan, Lewis & Bockius LLP Tax Saver Retirement PlanMorgan, Lewis & Bockius LLP …$1.3BFujifilm Long Term Savings PlanFujifilm Long Term Savings P…$1.3BBlue Cross Blue Shield of Michigan Employees' Savings PlanBlue Cross Blue Shield of Mi…$1.3B
End-of-year total assets ($B) among Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.3B
Net Income$208M
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 401(k) Plans in Indiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 051015 Total assets ($B) Participants Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program, Total assets ($B): 1.337182554 · Participants: 7493Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) ProgramThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program side-by-side with 3 peers →

Scale composition for Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reports $1.3B in end-of-year assets across 7,493 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $178,458 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $208M.

This plan identity (EIN 134151777, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.5B (+31.1%) while covered participants moved from 8,427 to 7,882 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,427 $1.1B Open filing
2023 7,493 $1.3B This page
2024 · index core 7,882 $1.5B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Evergy, Inc. 401(k) Savings Plan in MO ($1.3B); by covered participants it is Avangrid 401(k) Plan in CT (7,497 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (7,493 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program assets move in 2023? ▼
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program grew sharply - up 18.4% during 2023, from $1.1B to $1.3B. Reported net income was $208M.
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. Savings and Investment 401(k) Program rank by assets among Form 5500 filers? ▼
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by assets is Evergy, Inc. 401(k) Savings Plan in MO ($1.3B, 4,443 participants).
Which 401(k) plans cover a similar participant headcount to Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Avangrid 401(k) Plan in CT (7,497 participants, $2.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.