Defined Benefit (Pension) · DOL Form 5500 · 2023

Zimmer Biomet Holdings, Inc. Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
121
Participants Small participant base
74th
Percentile by assets National rank
$176,292
Avg per participant Above avg balance/head
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Official DOL plan name: Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$21M in assets, 121 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan reported $21M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,974 in Manufacturing (18,722 peers)

Coverage in Indiana

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan covers 121 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $21M.

#11,974
in Manufacturing (18,722 peers)
+10.4%
assets growth YoY

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan's outsized position by total assets

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan vs every filed plan by assets

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

$21,331,350 Top 26% higher than 74% 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. Puerto Rico Retirement Income 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 Holdings, Inc. Puerto Rico Retirement Income Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan reported participants fell from 126 in the plan year 2022 filing to 121 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 · Defined Benefit (Pension)

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan · $21M · 121 · 74th

  • PCT $21M
  • EIN 121
  • RANK 74th
  • PHOTO Defined Benefit (Pension)
  • IND near Woolrich, Inc. Pension Plan
  • EOY ind #11974

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. Puerto Rico Retirement Income Plan in the asset neighbourhood

Alleima Special Metals LLC Retirement PlanAlleima Special Metals LLC R…$21MWoolrich, Inc. Pension Plan$21MZimmer Biomet Holdings, Inc. Puerto Rico Retirement Income PlanZimmer Biomet Holdings, Inc.…$21MContinental NA Automotive Union Pension Plan (Huntsville)Continental NA Automotive Un…$21MRadiology Associates of North Texas, P.a. Cash Balance Pension PlanRadiology Associates of Nort…$21M
End-of-year total assets ($M) among Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
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 Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan, Total assets ($B): 0.02133135 · Participants: 121Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan side-by-side with 3 peers →

Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Woolrich, Inc. Pension Plan in PA ($21M); by covered participants it is I.a.T.S.E. Staff Retirement Fund in NY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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. Puerto Rico Retirement Income Plan assets move in 2023? ▼
Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan grew at a solid clip - up 10.4% during 2023, from $19M to $21M. Reported net income was $2M.
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.
Which Defined Benefit (Pension) plans are similar in size to Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Woolrich, Inc. Pension Plan in PA ($21M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is I.a.T.S.E. Staff Retirement Fund in NY (121 participants, $65M 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.