401(k) · DOL Form 5500 · 2024
Zimmer Biomet Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 384
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $70,298
- Avg per participant Below avg balance/head
Official DOL plan name: Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing
$27M in assets, 384 participants
Zimmer Biomet Holdings, Inc.'s Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program reported $27M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #11,823 in Manufacturing (17,777 peers)
Where Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits by assets
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits in the top quartile of all filed plans by assets, $27M for 384 participants (~$70,298/participant), up 7.1% in 2024.
- #11,823
- in Manufacturing (17,777 peers)
- +7.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program's outsized position by total assets
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,994,505 Top 24% higher than 76% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program sits mid-pack in the medium band (384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program reported participants rose from 340 in the plan year 2023 filing to 384 in the plan year 2024 filing.
- Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2024 · 401(k)
Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program · $27M · 384 · 76th
- BOOK $27M
- BOOK 384
- BOOK 76th
- BOOK 401(k)
- BOOK near Campers Inn, Inc. 401(k) Profit Sharing Plan and Trust
- BOOK ind #11823
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 Puerto Rico Savings and Investment 401(k) Program in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $2M |
| Employer EIN | 134151777 |
| Plan Effective Date | 2001-08-06 |
| Filing Status | FILING 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
| 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.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Zimmer Biomet Puerto Rico 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 Campers Inn, Inc. 401(k) Profit Sharing Plan and Trust in FL ($27M); by covered participants it is Rrr, LLC 401(k) Plan in MD (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Campers Inn, Inc. 401(k) Profit Sharing Plan and Trust (FL) $27M · 1,071
- Cantey Hanger 401(k) Plan (TX) $27M · 89
- Ecco USA, Inc. 401(k) Plan (NH) $27M · 597
- Exel 401(k) Savings Plan (OH) $27M · 479
Similar participant headcount
Nearest other-state filings by covered participants (384 participants); asset peers above are excluded.
- Rrr, LLC 401(k) Plan (MD) 384 · 0 off
- Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust (VA) 384 · 0 off
- Mg2 Corporation Profit Sharing Retirement Plan (WA) 384 · 0 off
- Chr. Hansen Investment and Retirement Plan (WI) 384 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.