401(k) · DOL Form 5500 · 2023

Zimmer Biomet Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
340
Participants Below avg headcount
77th
Percentile by assets National rank
$74,121
Avg per participant Below avg balance/head
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Official DOL plan name: Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$25M in assets, 340 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program reported $25M in total assets and 340 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,660 in Manufacturing (18,722 peers)

Where Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits by assets

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits in the top quartile of all filed plans by assets, $25M for 340 participants (~$74,121/participant), up 19.2% in 2023.

#12,660
in Manufacturing (18,722 peers)
+19.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program's outsized position by total assets

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program vs every filed plan by assets

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

$25,201,145 Top 23% higher than 77% 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 Puerto Rico Savings and Investment 401(k) Program 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 Biomet Puerto Rico Savings and Investment 401(k) Program sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program reported participants fell from 403 in the plan year 2022 filing to 340 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program · $25M · 340 · 77th

  • 5500 $25M
  • ASSETS 340
  • PCT 77th
  • EIN 401(k)
  • RANK near The First Financial Federal Credit Union 401(k) Plan and Trust
  • PHOTO ind #12660

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

Zimmer Biomet Puerto Rico Savings and Investment 401(k) ProgramZimmer Biomet Puerto Rico Sa…$25MThe First Financial Federal Credit Union 401(k) Plan and TrustThe First Financial Federal …$25MValdes Engineering Company Retirement PlanValdes Engineering Company R…$25MElizabethtown Community Hospital Retirement Savings PlanElizabethtown Community Hosp…$25MMcaconnect, LLC 401(k) Retirement Savings PlanMcaconnect, LLC 401(k) Retir…$25M
End-of-year total assets ($M) among Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
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 Puerto Rico Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program, Total assets ($B): 0.025201145 · Participants: 340Zimmer Biomet Puerto Rico 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 Puerto Rico Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program side-by-side with 3 peers →

Zimmer Biomet Puerto Rico 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 The First Financial Federal Credit Union 401(k) Plan and Trust in CA ($25M); by covered participants it is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Puerto Rico Savings and Investment 401(k) Program assets move in 2023? ▼
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program grew sharply - up 19.2% during 2023, from $21M to $25M. Reported net income was $4M.
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 Puerto Rico Savings and Investment 401(k) Program rank by assets among Form 5500 filers? ▼
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by assets is The First Financial Federal Credit Union 401(k) Plan and Trust in CA ($25M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Red River Bank 401(k) Profit Sharing Plan in LA (340 participants, $32M 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.