401(k) · DOL Form 5500 · 2023

Zimvie US Corp LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 48
Participants Small participant base: 29th
Percentile by assets National rank: $35,627
Avg per participant Low balance/head

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Official DOL plan name: Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program · Sponsored by Zimvie US Corp LLC · Florida · Manufacturing

$2M in assets, 48 participants

Zimvie US Corp LLC's Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program reported $2M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

#2,552 in Manufacturing (18,722 peers)

2023 asset change

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program grew sharply 25.0% in 2023 ($1M → $2M) for 48 participants.

#2,552
in Manufacturing (18,722 peers): +25.0%
assets growth YoY

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program among the smaller filed plans by assets

Zimvie Inc. 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

$1,710,092 29th percentile higher than 29% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program is a small filing (48 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 990769465 · Zimvie US Corp LLC PY 2023 · 401(k)

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program · $2M · 48 · 29th

IND $2M
IND 48
IND 29th
IND 401(k)
IND near Nels Holdings 401(k) Plan
IND ind #2552

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 Florida →

End-of-year total assets ($M) among Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Zimvie US Corp LLC years around the 2023 move

Latest sponsor-wide plan assets: $178M 3.383880723963548% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	2	1,415	$173M
2024	1	1,260	$178M

2023 asset-move particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$342K
Employer EIN	990769465
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program side-by-side with 3 peers →

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Nels Holdings 401(k) Plan in NJ ($2M); by covered participants it is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Nels Holdings 401(k) Plan (NJ) $2M · 27
Canyon & Red Rock 401(k) Plan (UT) $2M · 1,080
Western Airways, LLC (TX) $2M · 31
Texas Fire & Sound, Inc. 401(k) Plan (CO) $2M · 104

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

Thomson & Thomson, Inc. Safe Harbor 401(k) Plan (TN) 48 · 0 off
Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan (MI) 48 · 0 off
Bitovi 401(k) Plan and Trust (IL) 48 · 0 off
Neal and Harwell Profit Sharing Plan (TN) 48 · 0 off

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 Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program assets move in 2023? ▼

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program grew sharply - up 25.0% during 2023, from $1M to $2M. Reported net income was $342K.

How have Zimvie US Corp LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Zimvie US Corp LLC's sponsor-wide assets grew 3.4%, from $173M to $178M.

Which 401(k) plans are similar in size to Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program? ▼

Among 401(k) plans in other states, the closest by assets is Nels Holdings 401(k) Plan in NJ ($2M, 27 participants).

Which 401(k) plans cover a similar participant headcount to Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program? ▼

Among 401(k) plans in other states, the closest by covered participants is Thomson & Thomson, Inc. Safe Harbor 401(k) Plan in TN (48 participants, $2M 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 990769465.