401(k) · DOL Form 5500 · 2022
Applied Industrial Technologies, Inc. 401(k) Plan
Data updated 2026-08-25
- $641M
- Total assets Above avg plan size
- 4,672
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $137,293
- Avg per participant Near avg balance/head
Official DOL plan name: Applied Industrial Technologies, Inc. Retirement Savings Plan · Sponsored by Applied Industrial Technologies, Inc. · Ohio · Wholesale Trade
$641M in assets, 4,672 participants
Applied Industrial Technologies, Inc.'s Applied Industrial Technologies, Inc. Retirement Savings Plan reported $641M in total assets and 4,672 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,770 in Wholesale Trade (6,843 peers)
Coverage in Ohio
Applied Industrial Technologies, Inc. Retirement Savings Plan covers 4,672 participants in Ohio, 6.1x the typical Ohio plan (state average ~765 per filing). Assets: $641M.
- #6,770
- in Wholesale Trade (6,843 peers)
- -13.7%
- assets change YoY
- 6.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $102M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Applied Industrial Technologies, Inc. Retirement Savings Plan's outsized position by total assets
Applied Industrial Technologies, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$641,432,982 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Applied Industrial Technologies, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Applied Industrial Technologies, Inc. Retirement Savings Plan lands in the large band (4,672 participants).
Form 5500 schedule snapshot
Filing strip 340117420 · Applied Industrial Technologies, Inc. PY 2022 · 401(k)
Applied Industrial Technologies, Inc. Retirement Savings Plan · $641M · 4,672 · 98th
- PHOTO $641M
- IND 4,672
- EOY 98th
- 5500 401(k)
- ASSETS near Infineon Technologies Savings Plan
- PCT ind #6770
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Ohio →
Applied Industrial Technologies, Inc. Retirement Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $744M |
|---|---|
| Net Assets (End of Year) | $641M |
| Net Income | -$102M |
| Employer EIN | 340117420 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Applied Industrial Technologies, Inc.)
Sponsor-wide plan assets over time
All Applied Industrial Technologies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $862M 34.43613615116536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,672 | $641M |
| 2023 | 1 | 4,818 | $774M |
| 2024 | 1 | 5,000 | $862M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Applied Industrial Technologies, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Infineon Technologies Savings Plan in CA ($641M); by covered participants it is Torrid 401(k) Plan in CA (4,672 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($641M here).
- Infineon Technologies Savings Plan (CA) $641M · 2,011
- Navient 401(k) Savings Plan (DE) $642M · 5,920
- Hanesbrands Inc. Retirement Savings Plan (NC) $642M · 6,504
- Live Nation Entertainment, Inc. 401(k) Savings Plan (CA) $640M · 6,906
Similar participant headcount
Nearest other-state filings by covered participants (4,672 participants); asset peers above are excluded.
- Torrid 401(k) Plan (CA) 4,672 · 0 off
- Sbm Management Services, LP 401(k) Savings Plan (CA) 4,670 · 2 off
- Atmos Energy Corporation Retirement Savings Plan and Trust (TX) 4,670 · 2 off
- Twilio 401(k) Plan (CA) 4,674 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.