Defined Benefit (Pension) · DOL Form 5500 · 2024

Zimmer Biomet Holdings, Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
117
Participants Small participant base
72nd
Percentile by assets National rank
$191,800
Avg per participant Above avg balance/head
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Official DOL plan name: Zimmer Puerto Rico Retirement Income Plan · Sponsored by Zimmer Biomet Holdings, Inc. · Indiana · Manufacturing

$22M in assets, 117 participants

Zimmer Biomet Holdings, Inc.'s Zimmer Puerto Rico Retirement Income Plan reported $22M in total assets and 117 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,105 in Manufacturing (17,777 peers)

Coverage in Indiana

Zimmer Puerto Rico Retirement Income Plan covers 117 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $22M.

#11,105
in Manufacturing (17,777 peers)
+5.2%
assets growth YoY

Zimmer Puerto Rico Retirement Income Plan's outsized position by total assets

Zimmer Puerto Rico Retirement Income Plan vs every filed plan by assets

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

$22,440,557 Top 28% higher than 72% 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 Puerto Rico Retirement Income Plan 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 Puerto Rico Retirement Income Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zimmer Puerto Rico Retirement Income Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Zimmer Puerto Rico Retirement Income Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Zimmer Puerto Rico Retirement Income Plan reported participants fell from 121 in the plan year 2023 filing to 117 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 134151777 · Zimmer Biomet Holdings, Inc. PY 2024 · Defined Benefit (Pension)

Zimmer Puerto Rico Retirement Income Plan · $22M · 117 · 72nd

  • BOY $22M
  • BOY 117
  • BOY 72nd
  • BOY Defined Benefit (Pension)
  • BOY near Leonardo Drs, Inc. Pension Value Plan
  • BOY ind #11105

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 Puerto Rico Retirement Income Plan in the asset neighbourhood

Alliance Compressors, LLC Retirement PlanAlliance Compressors, LLC Re…$22MSummit Credit Union Retirement Pension PlanSummit Credit Union Retireme…$22MZimmer Puerto Rico Retirement Income PlanZimmer Puerto Rico Retiremen…$22MLeonardo Drs, Inc. Pension Value PlanLeonardo Drs, Inc. Pension V…$22MThe Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South CarolinaThe Si Group, Inc. Pension P…$22M
End-of-year total assets ($M) among Zimmer Puerto Rico Retirement Income Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
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 Puerto Rico Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Zimmer Puerto Rico Retirement Income Plan, Total assets ($B): 0.022440557 · Participants: 117Zimmer Puerto Rico Retirement Income PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Zimmer Puerto Rico Retirement Income Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Zimmer Puerto Rico Retirement Income Plan side-by-side with 3 peers →

Zimmer Puerto Rico 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 Leonardo Drs, Inc. Pension Value Plan in VA ($22M); by covered participants it is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Puerto Rico Retirement Income Plan assets move in 2024? ▼
Zimmer Puerto Rico Retirement Income Plan grew at a solid clip - up 5.2% during 2024, from $21M to $22M. Reported net income was $1M.
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.
Which Defined Benefit (Pension) plans are similar in size to Zimmer Puerto Rico Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Leonardo Drs, Inc. Pension Value Plan in VA ($22M, 17 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zimmer Puerto Rico Retirement Income Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (117 participants, $13M 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.