401(k)
2023 plan-year 401(k) DOL Form 5500

ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM

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

ZIMMER BIOMET HOLDINGS, INC.

This 401(k) plan holds $1.3B in total assets and serves 7,493 participants as of 2023. It is sponsored by ZIMMER BIOMET HOLDINGS, INC. in Indiana. The plan reported positive net income of $208M for the year.

Total Assets (2023)
$1.3B
Participants
7,493
State
Industry
Manufacturing

What the Filing Says About ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM

ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM is a 401(k) retirement plan sponsored by ZIMMER BIOMET HOLDINGS, INC., headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $1.3B in total end-of-year assets and covers 7,493 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 134151777, and the plan has been effective since 2001-08-06. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.1B at the beginning of 2023 to $1.3B at year-end — a gain of 18.4%. Net assets (after liabilities) closed the year at $1.3B, with reported net income of $208M 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)$1.1B
Total Assets (End of Year)$1.3B
Net Assets (End of Year)$1.3B
Net Income$208M
Plan Type401(k)
Employer EIN134151777
Plan Effective Date2001-08-06
Filing StatusFILING RECEIVED

Sponsor Plan History (ZIMMER BIOMET HOLDINGS, INC.)

Year Plans Participants Total Assets
2022 4 9,375 $1.5B
2023 4 8,300 $1.8B
2024 4 8,694 $1.9B

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Frequently Asked Questions

How much money is in the ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM?
As of the 2023 Form 5500 filing, ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM holds $1.3B in total assets with 7,493 participants. It is sponsored by ZIMMER BIOMET HOLDINGS, INC..
What type of plan is ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM?
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM is a 401(k) plan. It has been effective since 2001-08-06. The plan is filed with the U.S. Department of Labor under EIN 134151777.
Who sponsors the ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM?
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM is sponsored by ZIMMER BIOMET HOLDINGS, INC., located in Indiana. The sponsor's EIN is 134151777 and the plan operates in the Manufacturing industry.
How did ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM perform in 2023?
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM grew by 18.4% during 2023, moving from $1.1B to $1.3B in total assets. Net income was $208M.
Where can I find official filings for ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM?
Official Form 5500 filings for ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134151777 or plan name at efast.dol.gov.
How does ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM compare to other plans?
You can compare ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM against other 401(k) 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.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.