Plan Ledger DOL Form 5500 · updated monthly

Zimmer Biomet Holdings, Inc.401(k)

ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM · WARSAW, IN · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Zimmer Biomet Holdings, Inc. reported $1,006,120 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $4,955 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 10th-largest of 1,562 plans among Indiana employers on file, and the 228th of 13,661 in manufacturing. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,480,190,524
Participants with balances9,881
Active participants7,103
Employer contributions$35,198,567
Employee contributions$62,356,322
Employer contribution per active participant$4,955
Average account balance$149,802
Benefits paid to participants$158,027,589
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.5B · 9,881 accts · $35.2M emplr
2023$1.3B · 10,732 accts · $37.0M emplr
2022$1.1B · 10,359 accts · $32.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$372,061
Investment management$634,059
Total administrative$1,006,120
The Zimmer Biomet Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$4,955
Median for plans this size$5,259
2024$4,955 per active participant
2023$4,691 per active participant
2022$4,363 per active participant

Zimmer Biomet Holdings, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FINANCIAL ENGINES · Investment advisory (plan)$634,059
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$374,325

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$1,006,120 · 0.07%
2023$979,604 · 0.08%
2022$1,039,108 · 0.08%
All plans at this employer2
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM401(k)
ZIMMER BIOMET PUERTO RICO SAVINGS AND INVESTMENT 401(K) PROGRAM401(k)
Same employer
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Eli Lilly and Company IN$13.0B · 0.02%
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Jasper Holdings, Inc. IN$2.2B · 0.00%
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Berry Global, Inc. IN$1.2B · 0.02%
Schlage Lock Company LLC IN$976.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134151777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.