401(k) · DOL Form 5500 · 2024

Zimvie Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
52
Participants Small participant base
25th
Percentile by assets National rank
$22,880
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 Inc. · Florida · Manufacturing

$1M in assets, 52 participants

Zimvie Inc.'s Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program reported $1M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,878 in Manufacturing (17,777 peers)

Zimvie Inc. multi-year trail

Zimvie Inc.'s plans moved -30.4% in assets from 2023 to 2024; this filing shows Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program at $1M / 52 participants.

#1,878
in Manufacturing (17,777 peers)
-30.4%
assets change YoY

The plan reported a net loss of $527K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2024 · DOL Form 5500

$1,189,775 25th percentile higher than 25% 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

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

Plan-year 2024 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 (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program reported net income fell from $342K in the plan year 2023 filing to -$527K in the plan year 2024 filing.
  • Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program reported participants rose from 48 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 872007795 · Zimvie Inc. PY 2024 · 401(k)

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program · $1M · 52 · 25th

  • IND $1M
  • EOY 52
  • 5500 25th
  • ASSETS 401(k)
  • PCT near Southeastern Overhead Door, Inc. 401(k) Plan
  • EIN ind #1878

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 →

Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program in the asset neighbourhood

Zimvie Inc. Puerto Rico Savings and Investment 401(k) ProgramZimvie Inc. Puerto Rico Savi…$1MSoutheastern Overhead Door, Inc. 401(k) PlanSoutheastern Overhead Door, …$1MSoutheastern Overhead Door, Inc. 401(k) PlanSoutheastern Overhead Door, …$1MSouth Texas Rural Health Services, Inc. 403(b) PlanSouth Texas Rural Health Ser…$1MMettle, Inc. Dba Verve It 401(k) PlanMettle, Inc. Dba Verve It 40…$1M
End-of-year total assets ($M) among Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Zimvie Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Zimvie Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 30.426257768587888% vs 2023
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 20232024 $1.71M $1.19M ▼ -30.4%
Year Plans Participants Total Assets
2023 1 48 $2M
2024 1 52 $1M

Zimvie Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$527K
Employer EIN872007795
Plan Effective Date2022-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program, Total assets ($B): 0.001189775 · Participants: 52Zimvie Inc. Puerto Rico Savings and Investment 401(k) ProgramL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program vs. nearby 401(k) plans in Florida, assets vs. participants
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 Southeastern Overhead Door, Inc. 401(k) Plan in LA ($1M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program assets move in 2024? ▼
Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program contracted severely - down 30.4% during 2024, from $2M to $1M. Reported net income was -$527K.
How have Zimvie Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Zimvie Inc.'s sponsor-wide assets declined 30.4%, from $2M to $1M.
Where does Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program rank by assets among Form 5500 filers? ▼
Zimvie Inc. Puerto Rico Savings and Investment 401(k) Program ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
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 Southeastern Overhead Door, Inc. 401(k) Plan in LA ($1M, 12 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 Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M 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 872007795.

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.