401(k) · DOL Form 5500 · 2022

Applied Industrial Technologies, Inc. 401(k) Plan

Data updated 2026-08-11

$641M
Total assets
4,672
Participants
98th
Percentile by assets
$137,293
Avg per participant
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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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$641M
total plan assets (2022 EOY)
4,672
covered participants
98th
percentile by assets (of 139,126 plans)
$137,293
avg assets per participant

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.

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Applied Industrial Technologies, Inc. Retirement Savings Plan reports 4,672 participants - 6.1x that state average ($641M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$744M
Net Assets (End of Year)$641M
Net Income-$102M
Employer EIN340117420
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Applied Industrial Technologies, Inc.)

$600M$700M$800M$900M 202220232024 $641M $862M ▲ +34.4%
Total plan assets by year, all Applied Industrial Technologies, Inc. plans on file
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.

Applied Industrial Technologies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Applied Industrial Technologies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0246810 Total assets ($B) Participants Applied Industrial T…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…Marathon Petroleum T…
Applied Industrial Technologies, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Applied Industrial Technologies, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Applied Industrial Technologies, Inc. Retirement Savings Plan assets move in 2022?
Applied Industrial Technologies, Inc. Retirement Savings Plan pulled back noticeably - down 13.7% during 2022, from $744M to $641M. Reported net income was -$102M.
How have Applied Industrial Technologies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Applied Industrial Technologies, Inc.'s sponsor-wide assets grew 34.4%, from $641M to $862M.
Where does Applied Industrial Technologies, Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
Applied Industrial Technologies, Inc. Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Applied Industrial Technologies, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Infineon Technologies Savings Plan in CA ($641M, 2,011 participants).

Next read for Applied Industrial Technologies, Inc. Re…

Filing takeaways

Ways to act on Applied Industrial Technologies, Inc. Retirement Savings Plan's numbers.

  • By total assets, Applied Industrial Technologies, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
  • Applied Industrial Technologies, Inc.'s sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Wholesale Trade plans