My Plan Facts

Employers › Georgia

Employer · plans filed under one EIN

Altium Packaging LP

Atlanta, GA · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$229Mnet assets across plans
5,412participant records3,626 active
$4.2Memployer contributions, latest plan years$1,171 per active record
$526KSchedule C compensation to organisations$97.25 per participant record

3 retirement plans with 100 or more participants file Form 5500 under Altium Packaging LP's employer identification number (Atlanta, Georgia). Their latest filings total 5,412 participant records and $229M in net assets.

The largest is Altium Packaging 401(k) Plan, a 401(k) plan with 3,970 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $4.2M and participant contributions $12.3M in the latest plan years; benefits paid were $23.3M. Schedule C compensation reported to service provider organisations totalled $526K.

Combined net assets moved from $97.0M in 2009 to $229M in 2024 (up 136%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Altium Packaging 401(k) Plan401(k) plan20243,970$160M$40,251$1,197$166K
Altium Packaging Pension Plandefined benefit pension plan20241,178$60.1M$51,033—$347K
Altium Packaging LP Retirement Readiness 401(k) Plan401(k) plan2024264$9.0M$34,263$1,130$14K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $97.0M2010: $105M2011: $102M2012: $112M2013: $77.1M2014: $132M2015: $118M2016: $119M2017: $136M2018: $125M2019: $149M2020: $171M2021: $188M2022: $163M2023: $187M2024: $229M$97.0M$229M20092012201620202024
Combined net assets
2009: 4,6192010: 4,1902011: 4,0802012: 3,2572013: 1,6532014: 3,2812015: 2,9462016: 3,6652017: 2,8302018: 2,7032019: 2,7122020: 2,8792021: 2,8962022: 2,9192023: 3,8292024: 5,4124,6195,41220092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202435,412$229M$4.2M$12.3M
202333,829$187M$3.5M$10.7M
202232,919$163M$2.9M$8.2M
202132,896$188M$2.7M$7.7M
202032,879$171M$3.9M$6.9M
201932,712$149M$3.7M$5.7M
201832,703$125M$3.9M$5.5M
201732,830$136M$3.4M$5.3M
201633,665$119M$5.5M$4.7M
201532,946$118M$2.7M$4.9M
201433,281$132M$3.6M$4.6M
201321,653$77.1M$1.3M$4.0M
201233,257$112M$3.0M$3.5M
201134,080$102M$4.0M$3.2M
201034,190$105M$3.6M$3.4M
200934,619$97.0M$2.7M$3.4M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Strategic Benefits Advisors Inc.Actuarial; Consulting (pension)1$190,932
Morgan StanleyInvestment advisory (plan); Consulting (pension); Investment management3$152,799
Fidelity Investments InstitutionalParticipant loan processing2$114,508
Sage Investment AdvisorsConsulting (pension); Investment management1$49,875
Ec Barrett LLCAccounting (including auditing)1$18,200

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Strategic Benefits Advisors Inc.$191K
Morgan Stanley$153K
Fidelity Investments Institutional$115K
Sage Investment Advisors$50K
Ec Barrett LLC$18K

Questions and answers

How many retirement plans does Altium Packaging LP have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Altium Packaging 401(k) Plan, Altium Packaging Pension Plan and Altium Packaging LP Retirement Readiness 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Altium Packaging LP contribute to its plans?

$4,246,322 in employer contributions across these plans in their latest plan years, about $1,171 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Strategic Benefits Advisors Inc., Morgan Stanley, Fidelity Investments Institutional and Sage Investment Advisors and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.