Find an old Zimmer Surgical 401(k)

Who to contact about an account in each of the 2 Zimmer Surgical plans, from the filings. Free, no sign-up, no Social Security number.

Zimmer Surgical, Inc.- United Steel Workers Local #2737-15 Plan

Zimmer Surgical, Inc. · Plan 001 · EIN 81-0550216 · Dover, OH

Active · plan year 2025 filing401(k)
Plan administratorZimmer Surgical, Inc.
200 West Ohio Ave, Dover, OH 44622
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances73 separated participants still had money in the planForm 5500 ↗

Zimmer Surgical, Inc. Union Employees' Pension Plan

Zimmer Surgical, Inc. · Plan 002 · EIN 81-0550216 · Warsaw, IN

Active · plan year 2024 filingPension (defined benefit)
Plan administratorKevin Scott
Zimmer Surgical, Inc., 56 East Bell Drive, Warsaw, in 46852-6989
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances107 separated participants still had money in the planForm 5500 ↗

Zimmer Surgical 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Zimmer Surgical 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Zimmer Surgical, Inc., (330) 343-8801. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Zimmer Surgical 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (330) 343-8801.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Zimmer Surgical and does not hold accounts. Not financial advice. Report a correction