Defined Benefit (Pension) · DOL Form 5500 · 2024

Zimmer Surgical, Inc. Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
86
Participants Small participant base
80th
Percentile by assets National rank
$412,983
Avg per participant High balance/head
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Official DOL plan name: Zimmer Surgical, Inc. Union Employees' Pension Plan · Sponsored by Zimmer Surgical, Inc. · Indiana · Manufacturing

$36M in assets, 86 participants

Zimmer Surgical, Inc.'s Zimmer Surgical, Inc. Union Employees' Pension Plan reported $36M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #12,784 in Manufacturing (17,777 peers)

Where Zimmer Surgical, Inc. Union Employees' Pension Plan sits by assets

Zimmer Surgical, Inc. Union Employees' Pension Plan sits in the top quartile of all filed plans by assets, $36M for 86 participants (~$412,983/participant), up 3.6% in 2024.

#12,784
in Manufacturing (17,777 peers)
+3.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Zimmer Surgical, Inc. Union Employees' Pension Plan's outsized position by total assets

Zimmer Surgical, Inc. Union Employees' Pension Plan vs every filed plan by assets

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

$35,516,551 Top 20% higher than 80% 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 Surgical, Inc. Union Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Zimmer Surgical, Inc. Union Employees' Pension Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zimmer Surgical, Inc. Union Employees' Pension Plan reported participants fell from 110 in the plan year 2023 filing to 86 in the plan year 2024 filing.
  • Zimmer Surgical, Inc. Union Employees' Pension Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Zimmer Surgical, Inc. Union Employees' Pension Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810550216 · Zimmer Surgical, Inc. PY 2024 · Defined Benefit (Pension)

Zimmer Surgical, Inc. Union Employees' Pension Plan · $36M · 86 · 80th

  • ASSETS $36M
  • ASSETS 86
  • ASSETS 80th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming
  • ASSETS ind #12784

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 Surgical, Inc. Union Employees' Pension Plan in the asset neighbourhood

Entrust Datacard Corporation Employees' Pension PlanEntrust Datacard Corporation…$36MCampbell Clinic, P.C. Cash Balance Pension PlanCampbell Clinic, P.C. Cash B…$36MThe Holland Group Retirement Income PlanThe Holland Group Retirement…$36MNon-Contributory Retirement Program for Certain Empl of Bcbs WyomingNon-Contributory Retirement …$36MZimmer Surgical, Inc. Union Employees' Pension PlanZimmer Surgical, Inc. Union …$36M
End-of-year total assets ($M) among Zimmer Surgical, Inc. Union Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$36M
Net Income$1M
Employer EIN810550216
Plan Effective Date1977-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Zimmer Surgical, Inc.)

Sponsor-wide plan assets over time

All Zimmer Surgical, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 3.6137860937964916% vs 2022
2024 filing year
$40.5M$41M$41.5M$42M$42.5M 202220232024 $40.9M $42.4M ▲ +3.6%
Year Plans Participants Total Assets
2022 2 389 $41M
2023 2 281 $41M
2024 2 162 $42M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Zimmer Surgical, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Zimmer Surgical, Inc. Union Employees' Pension Plan, Total assets ($B): 0.035516551 · Participants: 86Zimmer Surgical, Inc. Union Employees' Pension 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 Surgical, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Zimmer Surgical, Inc. Union Employees' Pension Plan side-by-side with 3 peers →

Zimmer Surgical, Inc. Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming in WY ($36M); by covered participants it is Petroleum Heat and Power Co., Inc. Retirement Plan in CT (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Surgical, Inc. Union Employees' Pension Plan assets move in 2024? ▼
Zimmer Surgical, Inc. Union Employees' Pension Plan edged up modestly - up 3.6% during 2024, from $34M to $36M. Reported net income was $1M.
How have Zimmer Surgical, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Zimmer Surgical, Inc.'s sponsor-wide assets grew 3.6%, from $41M to $42M.
Where does Zimmer Surgical, Inc. Union Employees' Pension Plan rank by assets among Form 5500 filers? ▼
Zimmer Surgical, Inc. Union Employees' Pension Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Zimmer Surgical, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming in WY ($36M, 224 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Zimmer Surgical, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Petroleum Heat and Power Co., Inc. Retirement Plan in CT (86 participants, $44M 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 810550216.

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.