Defined Benefit (Pension) · DOL Form 5500 · 2023

Zimmer Biomet Holdings, Inc. Pension Plan

Data updated 2026-08-25

$378M
Total assets Above avg plan size
346
Participants Below avg headcount
97th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zimmer Biomet Holdings, Inc. Retirement Income Plan · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$378M in assets, 346 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Holdings, Inc. Retirement Income Plan reported $378M in total assets and 346 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #17,755 in Manufacturing (18,722 peers)

Where Zimmer Biomet Holdings, Inc. Retirement Income Plan sits by assets

Zimmer Biomet Holdings, Inc. Retirement Income Plan sits in the top 5% of all filed plans by assets, $378M for 346 participants (~$1.1M/participant), up 9.4% in 2023.

#17,755
in Manufacturing (18,722 peers)
+9.4%
assets growth YoY
3.8×
vs typical plan assets (national mean)

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

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

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

$378,057,497 Top 3% higher than 97% 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. 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. Retirement Income Plan sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Zimmer Biomet Holdings, Inc. Retirement Income Plan reported net income rose from -$92M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Zimmer Biomet Holdings, Inc. Retirement Income Plan reported participants fell from 419 in the plan year 2022 filing to 346 in the plan year 2023 filing.
  • Zimmer Biomet Holdings, Inc. Retirement Income Plan end-of-year assets rose from $346M in the plan year 2022 filing to $378M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2023 · Defined Benefit (Pension)

Zimmer Biomet Holdings, Inc. Retirement Income Plan · $378M · 346 · 97th

  • EIN $378M
  • EIN 346
  • EIN 97th
  • EIN Defined Benefit (Pension)
  • EIN near Chanel, Inc. Pension Plan
  • EIN ind #17755

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. Retirement Income Plan in the asset neighbourhood

Retirement Plan for Employees of Concord HospitalRetirement Plan for Employee…$380MZimmer Biomet Holdings, Inc. Retirement Income PlanZimmer Biomet Holdings, Inc.…$378MChanel, Inc. Pension Plan$377MIronworkers Local 11 Pension FundIronworkers Local 11 Pension…$376MKaiser Permanente Physicians and Employees Retirement PlanKaiser Permanente Physicians…$376M
End-of-year total assets ($M) among Zimmer Biomet Holdings, Inc. Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$346M
Net Assets (End of Year)$378M
Net Income$32M
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. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Zimmer Biomet Holdings, Inc. Retirement Income Plan, Total assets ($B): 0.378057497 · Participants: 346Zimmer Biomet Holdings, Inc. 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. Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Holdings, Inc. Retirement Income Plan side-by-side with 3 peers →

Zimmer Biomet Holdings, Inc. 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 Chanel, Inc. Pension Plan in NY ($377M); by covered participants it is L.L.Bean, Inc. Pension Plan in ME (346 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($378M here).

Similar participant headcount

Nearest other-state filings by covered participants (346 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. Retirement Income Plan assets move in 2023? ▼
Zimmer Biomet Holdings, Inc. Retirement Income Plan grew at a solid clip - up 9.4% during 2023, from $346M to $378M. Reported net income was $32M.
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 Holdings, Inc. Retirement Income Plan rank by assets among Form 5500 filers? ▼
Zimmer Biomet Holdings, Inc. Retirement Income Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Zimmer Biomet Holdings, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chanel, Inc. Pension Plan in NY ($377M, 2,400 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zimmer Biomet Holdings, Inc. Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is L.L.Bean, Inc. Pension Plan in ME (346 participants, $1K 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.