401(k) · DOL Form 5500 · 2023

Zimmer Biomet Apex Surgical, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
126
Participants Small participant base
52nd
Percentile by assets National rank
$59,430
Avg per participant Low balance/head
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Official DOL plan name: Zimmer Biomet Apex Surgical 401(k) Plan · Sponsored by Zimmer Biomet Apex Surgical, LLC · Ohio · Wholesale Trade

$7M in assets, 126 participants

Zimmer Biomet Apex Surgical, LLC's Zimmer Biomet Apex Surgical 401(k) Plan reported $7M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,689 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Zimmer Biomet Apex Surgical 401(k) Plan covers 126 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $7M.

#2,689
in Wholesale Trade (6,309 peers)
+27.4%
assets growth YoY

Zimmer Biomet Apex Surgical 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Zimmer Biomet Apex Surgical 401(k) Plan vs every filed plan by assets

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

$7,488,139 Top 48% higher than 52% 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 Apex Surgical 401(k) 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 Biomet Apex Surgical 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimmer Biomet Apex Surgical 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zimmer Biomet Apex Surgical 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 454131428 · Zimmer Biomet Apex Surgical, LLC PY 2023 · 401(k)

Zimmer Biomet Apex Surgical 401(k) Plan · $7M · 126 · 52nd

  • PART $7M
  • TYPE 126
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near Chickasaw Community Bank 401(k) Plan
  • BOY ind #2689

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 Wholesale Trade retirement plans → · Plans in Ohio →

Zimmer Biomet Apex Surgical 401(k) Plan in the asset neighbourhood

Zimmer Biomet Apex Surgical 401(k) PlanZimmer Biomet Apex Surgical …$7MChickasaw Community Bank 401(k) PlanChickasaw Community Bank 401…$7MD.F. Pray, Inc. 401(k) Profit Sharing PlanD.F. Pray, Inc. 401(k) Profi…$7MQualico Developments (U.S.), Inc. 401(k) PlanQualico Developments (U.S.),…$7MSun Air Jets 401(k) Plan$7M
End-of-year total assets ($M) among Zimmer Biomet Apex Surgical 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN454131428
Plan Effective Date2012-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmer Biomet Apex Surgical, LLC)

Sponsor-wide plan assets over time

All Zimmer Biomet Apex Surgical, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 47.6316567649668% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.88M $8.68M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 125 $6M
2023 1 126 $7M
2024 1 130 $9M

Nearby 401(k) Plans in Ohio

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

Zimmer Biomet Apex Surgical 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Zimmer Biomet Apex Surgical 401(k) Plan, Total assets ($B): 0.007488139 · Participants: 126Zimmer Biomet Apex Surgical 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Zimmer Biomet Apex Surgical 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Zimmer Biomet Apex Surgical 401(k) Plan side-by-side with 3 peers →

Zimmer Biomet Apex Surgical 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Chickasaw Community Bank 401(k) Plan in OK ($7M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Apex Surgical 401(k) Plan assets move in 2023? ▼
Zimmer Biomet Apex Surgical 401(k) Plan grew sharply - up 27.4% during 2023, from $6M to $7M. Reported net income was $2M.
How have Zimmer Biomet Apex Surgical, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmer Biomet Apex Surgical, LLC's sponsor-wide assets grew 47.6%, from $6M to $9M.
Which 401(k) plans are similar in size to Zimmer Biomet Apex Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chickasaw Community Bank 401(k) Plan in OK ($7M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Zimmer Biomet Apex Surgical 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 454131428.

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.