401(k) · DOL Form 5500 · 2024

Zimmer Biomet Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
7,882
Participants Very large workforce
99th
Percentile by assets National rank
$187,794
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$1.5B in assets, 7,882 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reported $1.5B in total assets and 7,882 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #17,444 in Manufacturing (17,777 peers)

Coverage in Indiana

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program covers 7,882 participants in Indiana, 15x the typical Indiana plan (state average ~541 per filing). Assets: $1.5B.

#17,444
in Manufacturing (17,777 peers)
+10.7%
assets growth YoY
15×
vs typical plan assets (national mean)

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's outsized position by total assets

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,480,190,524 Top 1% higher than 99% of 123,620 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 2024

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program lands in the large band (7,882 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reported net income fell from $208M in the plan year 2023 filing to $143M in the plan year 2024 filing.
  • Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
  • Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reported participants rose from 7,493 in the plan year 2023 filing to 7,882 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2024 · 401(k)

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program · $1.5B · 7,882 · 99th

  • NET $1.5B
  • NET 7,882
  • NET 99th
  • NET 401(k)
  • NET near Napa Management Services Corporation 401(k) Plan
  • NET ind #17444

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. Savings and Investment 401(k) Program in the asset neighbourhood

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) ProgramZimmer Biomet Holdings, Inc.…$1.5BNapa Management Services Corporation 401(k) PlanNapa Management Services Cor…$1.5BTeamsters-National 401(k) Savings PlanTeamsters-National 401(k) Sa…$1.5BGeneral Dynamics Corporation 401(k) Plan 3.0General Dynamics Corporation…$1.5BThe Lubrizol Corporation Employees Profit Sharing and Savings PlanThe Lubrizol Corporation Emp…$1.5B
End-of-year total assets ($B) among Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.5B
Net Income$143M
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 401(k) Plans in Indiana

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

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program, Total assets ($B): 1.480190524 · Participants: 7882Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) ProgramThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program side-by-side with 3 peers →

Scale composition for Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program reports $1.5B in end-of-year assets across 7,882 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $187,794 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2024 was $143M.

This plan identity (EIN 134151777, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.5B (+31.1%) while covered participants moved from 8,427 to 7,882 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,427 $1.1B Open filing
2023 7,493 $1.3B Open filing
2024 · index core 7,882 $1.5B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Napa Management Services Corporation 401(k) Plan in NY ($1.5B); by covered participants it is Directv Retirement Savings Plan in CA (7,881 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,882 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program assets move in 2024? ▼
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program grew at a solid clip - up 10.7% during 2024, from $1.3B to $1.5B. Reported net income was $143M.
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. Savings and Investment 401(k) Program rank by assets among Form 5500 filers? ▼
Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by assets is Napa Management Services Corporation 401(k) Plan in NY ($1.5B, 4,110 participants).
Which 401(k) plans cover a similar participant headcount to Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Directv Retirement Savings Plan in CA (7,881 participants, $597M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.