Plan Ledger DOL Form 5500 · updated monthly

Zimmer Surgical, Inc.401(k)

ZIMMER SURGICAL, INC.- UNITED STEEL WORKERS LOCAL #2737-15 PLAN · DOVER, OH · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Zimmer Surgical, Inc. reported $1,743 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,452 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 0.02% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,201st of 3,295), and 9,661st of 13,661 in manufacturing. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,032,790
Participants with balances207
Active participants171
Employer contributions$248,216
Employee contributions$423,262
Employer contribution per active participant$1,452
Average account balance$38,806
Benefits paid to participants$1,538,852
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 128 accts · $98K emplr
2023$7.1M · 157 accts · $143K emplr
2022$8.0M · 207 accts · $248K emplr
The Zimmer Surgical, Inc. 401(k) match · 2022
Employer contribution per active participant$1,452
Median for plans this size$1,114
2024$2,234 per active participant
2023$1,885 per active participant
2022$1,452 per active participant

Zimmer Surgical, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$440 · 0.01%
2023$1,092 · 0.01%
2022$1,743 · 0.02%
Same employer
Similar plansManufacturing · Ohio
Radix Wire & Cable, LLC OH$8.1M · 0.34%
Neyra Industries, Inc. OH$8.1M · 0.38%
Nanotronics Imaging, Inc. OH$8.1M · 0.58%
Foam Seal, Inc. OH$7.9M · 0.66%
A&P Tool, Inc. OH$7.9M · 0.69%
Ada Technologies, Inc. OH$7.8M · 0.70%
Jbm Packaging Company OH$7.8M · 0.90%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810550216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.