Zimmer Biomet Holdings 401(k) and pension plans

Zimmer Biomet Holdings, Inc., Warsaw, IN. EIN 13-4151777. Annual reports 2009–2025. Also filed as Zimmer Holdings, Inc.

Zimmer Biomet Holdings, Inc. has 4 active retirement plans on file. The largest is the Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program, with 10,439 participants and $1.7 billion in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 4
Participants: 12,902
Plan assets: $2.1 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Manufacturing

All 4 plans

Active plans first

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

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 13-4151777
Participants (2025): 10,439
Net assets (2025): $1.7 billion
Recordkeeper: Fidelity2009–2025
Plan administrator: Zimmer Biomet Holdings, Inc.
345 E Main
Warsaw, IN 46580
(574) 372-4657As filed for 2025
In effect since: August 6, 2001

Plans merged into this one: Biomet 401(k) Savings and Retirement Plan (2015).

Earlier sponsor: Zimmer Holdings, Inc. (2009–2015).

Earlier plan names: Zimmer Holdings, Inc. Savings and Investment Program.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	10,439	$1.7 billion	Fidelity
2024	10,093	$1.5 billion	Fidelity
2023	10,982	$1.3 billion	Fidelity
2022	10,642	$1.1 billion	Fidelity
2021	11,575	$1.6 billion	Fidelity
2020	11,509	$1.4 billion	Fidelity
2019	11,676	$1.2 billion	Fidelity
2018	11,171	$981 million	Fidelity
2017	10,505	$1.1 billion	Fidelity
2016	10,149	$920 million	Fidelity
2015	6,441	$874 million	not listed
2014	5,953	$489 million	Fidelity
2013	5,662	$448 million	Fidelity
2012	5,479	$372 million	Fidelity
2011	5,151	$317 million	Fidelity
2010	5,166	$325 million	Fidelity
2009	5,131	$281 million	Fidelity

Zimmer Biomet Puerto Rico Savings and Investment 401(k) Program

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 13-4151777
Participants (2025): 482
Net assets (2025): $31.2 million
Recordkeeper: Fidelity2010–2025
Plan administrator: Zimmer Biomet Holdings, Inc.
345 E Main
Warsaw, IN 46580
(574) 372-4657As filed for 2025
In effect since: August 6, 2001

Earlier sponsor: Zimmer Holdings, Inc. (2010–2015).

Earlier plan names: Zimmer Puerto Rico Savings and Investment Program.

Year by year, 2010 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	482	$31.2 million	Fidelity
2024	523	$27.0 million	Fidelity
2023	525	$25.2 million	Fidelity
2022	483	$21.1 million	Fidelity
2021	572	$28.1 million	Fidelity
2020	534	$24.3 million	Fidelity
2019	567	$22.1 million	Fidelity
2018	661	$18.5 million	Fidelity
2017	703	$20.1 million	Fidelity
2016	744	$16.7 million	Fidelity
2015	739	$14.9 million	Fidelity
2014	737	$13.0 million	Fidelity
2013	660	$11.7 million	Fidelity
2012	651	$9.9 million	Fidelity
2011	640	$8.3 million	Fidelity
2010	661	$7.8 million	Fidelity

Zimmer Biomet Holdings, Inc. Retirement Income Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 13-4151777
Participants (2024): 1,641
Net assets (2024): $386 million
Plan administrator: Zimmer Biomet Holdings, Inc.
56 East Bell Drive
Warsaw, IN 46582
(574) 372-4159As filed for 2024
In effect since: August 6, 2001

Earlier sponsor: Zimmer Holdings, Inc. (2009–2014).

Earlier plan names: Zimmer Holdings, Inc. Retirement Income Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,641	$386 million	not listed
2023	1,664	$378 million	not listed
2022	1,690	$346 million	not listed
2021	1,724	$438 million	not listed
2020	1,768	$420 million	not listed
2019	1,799	$397 million	not listed
2018	1,819	$347 million	not listed
2017	1,822	$388 million	not listed
2016	1,841	$350 million	not listed
2015	1,868	$336 million	not listed
2014	1,887	$361 million	not listed
2013	1,912	$360 million	not listed
2012	1,949	$331 million	not listed
2011	1,961	$249 million	not listed
2010	1,964	$220 million	not listed
2009	1,972	$180 million	not listed

Zimmer Puerto Rico Retirement Income Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 13-4151777
Participants (2024): 340
Net assets (2024): $22.4 million
Plan administrator: Zimmer Biomet Holdings, Inc.
56 East Bell Drive
Warsaw, IN 46582
(574) 372-4159As filed for 2024
In effect since: August 6, 2001

Earlier sponsor: Zimmer Holdings, Inc. (2009–2014).

Earlier plan names: Zimmer Biomet Holdings, Inc. Puerto Rico Retirement Income Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	340	$22.4 million	not listed
2023	340	$21.3 million	not listed
2022	343	$19.3 million	not listed
2021	349	$24.5 million	not listed
2020	356	$22.2 million	not listed
2019	361	$20.0 million	not listed
2018	378	$18.6 million	not listed
2017	384	$20.0 million	not listed
2016	390	$18.1 million	not listed
2015	399	$17.6 million	not listed
2014	404	$18.8 million	not listed
2013	408	$18.7 million	not listed
2012	409	$15.8 million	not listed
2011	412	$13.3 million	not listed
2010	413	$13.0 million	not listed
2009	414	$11.4 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((574) 372-4657). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.