Retirement plan

APTARGROUP, INC. PROFIT SHARING AND SAVINGS PLAN

Name: APTARGROUP, INC. - APTARGROUP, INC. PROFIT SHARING AND SAVINGS PLAN (2020) 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 2020

265 EXCHANGE DR., SUITE 100 - CRYSTAL LAKE, IL 600149695815-477-0424

Other plans on this EIN

1 filing

#001Retirement-$192.5M assets

Prospect flagsCorrective distributions

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

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Plans declared (1)

AptarGroup, Inc. Deferred Compensation Plan10 emp

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Total assets (EOY)

$275.8M

-5.6% from 2016

Total participants

2,779

+0.3% from 2016

Average account balance

$101,287

-5.8% from 2016

Annual return

17.13%

-3.25 pp from 2016

Benchmarks

See 388 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort388 peers

Snapshot2020

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

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$61,418
MARQUETTE ASSOCIATES6+ years Service code 16 180 N LA SALLE ST · CHICAGO, IL 60601	Consulting	$21,000
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	-$45,646

Plan features & details

Pension benefit codes2G2J2K2E3F3H2T

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

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$39K

$17 / participant

Investment mgmt$21K54.5%
Other / not subdivided$18K45.5%

% of EOY assets

0.014%

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: BDO USA, LLP
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$101,287

$105,190-3.7%

$98,920+2.4%

$90,274+12.2%

Participation rate

97.5%

86.4%+11.2pp

76.0%+21.5pp

73.4%+24.2pp

Annual return

17.13%

18.52%-1.4pp

196.47%-179.3pp

53.97%-36.8pp

Employer contribution / active EE

$1,920

$3,831-49.9%

$2,689-28.6%

$2,523-23.9%

Participant deferral / active EE

$5,629

$5,616+0.2%

$4,245+32.6%

$4,231+33.1%

Admin fee / account holder

$14

$97-85.5%

$6,643-99.8%

$114-87.6%

Provider

Service type

Compensation

STRATEGIC ADVISORS, INC.6+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$61,418

MARQUETTE ASSOCIATES6+ years

Service code 16

180 N LA SALLE ST · CHICAGO, IL 60601

Consulting

$21,000

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$45,646

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