Retirement plan

APTARGROUP, INC. PROFIT SHARING AND SAVINGS PLAN

Name: APTARGROUP, INC. - APTARGROUP, INC. PROFIT SHARING AND SAVINGS PLAN (2015) Form 5500
Creator: APTARGROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APTARGROUP, INC. PROFIT SHARING AND SAVINGS PLAN, APTARGROUP, INC.

APTARGROUP, INC.EIN 36-3853103Plan #002PY 2015

475 W. TERRA COTTA AVENUE, SUITE E - CRYSTAL LAKE, IL 600149695815-477-0424

Other plans on this EIN

1 filing

#001Retirement-$123.0M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 28, 2025 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

265 Exchange Drive, Suite 301

Crystal Lake, IL 60014

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

AptarGroup, Inc. Deferred Compensation Plan10 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$165.8M

-5.6% from 2016

Total participants

2,045

+0.3% from 2016

Average account balance

$82,961

-5.8% from 2016

Annual return

3.20%

-3.25 pp from 2016

Benchmarks

See 357 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort357 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$326.00M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$110K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,962

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

91.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24.34M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.08%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Service code 37 · EIN 04-2647786	Loan Processing	$43,792
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298	Advisory (Plan)	$26,500
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680	Accounting	$26,250
SIDLEY AUSTIN LLP1+ years Service code 29 ONE SOUTH DEARBORN · CHICAGO, IL 60603	Legal	$20,283
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$10,959

Plan features & details

Pension benefit codes2G2J2K2T2E3F3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$81K

$45 / participant

Investment mgmt$27K32.6%
Other / not subdivided$55K67.4%

% of EOY assets

0.049%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE HORWATH LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$82,961

$81,321+2.0%

$68,509+21.1%

$59,188+40.2%

Participation rate

97.4%

83.8%+13.6pp

74.7%+22.7pp

69.4%+28.0pp

Annual return

3.20%

4.65%-1.4pp

8.27%-5.1pp

5.51%-2.3pp

Employer contribution / active EE

$1,577

$3,297-52.2%

$2,278-30.8%

$2,098-24.8%

Participant deferral / active EE

$4,460

$4,592-2.9%

$3,382+31.8%

$3,265+36.6%

Admin fee / account holder

$41

$62-34.1%

$5,275-99.2%

$92-55.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Service code 37 · EIN 04-2647786

Loan Processing

$43,792

MARQUETTE ASSOCIATES1+ years

Service code 27 · EIN 36-3485298

Advisory (Plan)

$26,500

CROWE LLP1+ years

Filed as: CROWE HORWATH

Service code 10 · EIN 35-0921680

Accounting

$26,250

SIDLEY AUSTIN LLP1+ years

Service code 29

ONE SOUTH DEARBORN · CHICAGO, IL 60603

Legal

$20,283

STRATEGIC ADVISORS, INC.1+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$10,959

APTARGROUP, INC. PROFIT SHARING AND SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APTARGROUP, INC. PROFIT SHARING AND SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion