ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 6, 2026

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

ZIMMER BIOMET HOLDINGS, INC.

This Defined Benefit (Pension) plan holds $378M in total assets and serves 346 participants as of 2023. It is sponsored by ZIMMER BIOMET HOLDINGS, INC. in Indiana. The plan reported positive net income of $32M for the year.

Total Assets (2023)

$378M

Participants

346

State

Indiana

Industry

Manufacturing

What the Filing Says About ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN

ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN is a Defined Benefit (Pension) retirement plan sponsored by ZIMMER BIOMET HOLDINGS, INC., headquartered in Indiana. As of the 2023 Form 5500 filing, the plan reports $378M in total end-of-year assets and covers 346 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 $346M at the beginning of 2023 to $378M at year-end — a gain of 9.4%. Net assets (after liabilities) closed the year at $378M, with reported net income of $32M 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)	$346M
Total Assets (End of Year)	$378M
Net Assets (End of Year)	$378M
Net Income	$32M
Plan Type	Defined Benefit (Pension)
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 Defined Benefit (Pension) Plans in Indiana

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

THE LILLY RETIREMENT PLAN $11.7B · 19,111
CUMMINS PENSION PLAN $3.3B · 26,560
ELEVANCE HEALTH CASH BALANCE PLAN A $1.3B · 8,197
NISOURCE PENSION PLAN $1.1B · 2,174
MERITOR, INC. RETIREMENT PLAN $546M · 639

Compare ZIMMER BIOMET HOLDINGS, INC. RETIREMENT … side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN? ▼

As of the 2023 Form 5500 filing, ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN holds $378M in total assets with 346 participants. It is sponsored by ZIMMER BIOMET HOLDINGS, INC..

What type of plan is ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN? ▼

ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN is a Defined Benefit (Pension) 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. RETIREMENT INCOME PLAN? ▼

ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN 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. RETIREMENT INCOME PLAN perform in 2023? ▼

ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN grew by 9.4% during 2023, moving from $346M to $378M in total assets. Net income was $32M.

Where can I find official filings for ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN? ▼

Official Form 5500 filings for ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN 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. RETIREMENT INCOME PLAN compare to other plans? ▼

You can compare ZIMMER BIOMET HOLDINGS, INC. RETIREMENT INCOME PLAN against other Defined Benefit (Pension) 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.