401(k) · DOL Form 5500 · 2023
Zimmer Biomet Holdings, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.3B
- Total assets
- 7,493
- Participants
- 99th
- Percentile by assets
- $178,458
- Avg per participant
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.
- 99th percentile by assets (of 127,072 plans)
- #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.
- $1.3B
- total plan assets (2023 EOY)
- 7,493
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $178,458
- avg assets per participant
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.
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reports 7,493 participants - 14x that state average ($1.3B EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $208M |
| Employer EIN | 134151777 |
| Plan Effective Date | 2001-08-06 |
| Filing Status | FILING 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 |
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
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
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 (401(k), $1.5B, 7,882 participants)
- Zimmer Biomet Holdings, Inc. Retirement Income Plan (Defined Benefit (Pension), $386M, 311 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program by total assets, not by location.
- Evergy, Inc. 401(k) Savings Plan (MO) $1.3B · 4,443
- Morgan, Lewis & Bockius LLP Tax Saver Retirement Plan (PA) $1.3B · 3,137
- Fujifilm Long Term Savings Plan (NY) $1.3B · 4,557
- Blue Cross Blue Shield of Michigan Employees' Savings Plan (MI) $1.3B · 6,006
Frequently Asked Questions
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Filing takeaways
Ways to act on Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's numbers.
- By total assets, Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Zimmer Biomet Holdings, Inc.'s sponsor-wide assets have grown 26.4% since 2022 across 3 plan years on file. More Manufacturing plans