401(k) · DOL Form 5500 · 2024
Applied Industrial Technologies, Inc. 401(k) Plan
Data updated 2026-08-25
- $862M
- Total assets Above avg plan size
- 5,000
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $172,464
- Avg per participant Above avg balance/head
Official DOL plan name: Applied Industrial Technologies, Inc. Retirement Savings Plan · Sponsored by Applied Industrial Technologies, Inc. · Ohio · Wholesale Trade
$862M in assets, 5,000 participants
Applied Industrial Technologies, Inc.'s Applied Industrial Technologies, Inc. Retirement Savings Plan reported $862M in total assets and 5,000 participants in its 2024 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.
- #6,014 in Wholesale Trade (6,080 peers)
Coverage in Ohio
Applied Industrial Technologies, Inc. Retirement Savings Plan covers 5,000 participants in Ohio, 6.5x the typical Ohio plan (state average ~765 per filing). Assets: $862M.
- #6,014
- in Wholesale Trade (6,080 peers)
- +11.4%
- assets growth YoY
- 8.7×
- vs typical plan assets (national mean)
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 2024 · DOL Form 5500
$862,317,717 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Applied Industrial Technologies, Inc. Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (5,000 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Applied Industrial Technologies, Inc. Retirement Savings Plan reported net income fell from $133M in the plan year 2023 filing to $88M in the plan year 2024 filing.
- Applied Industrial Technologies, Inc. Retirement Savings Plan end-of-year assets rose from $774M in the plan year 2023 filing to $862M in the plan year 2024 filing.
- Applied Industrial Technologies, Inc. Retirement Savings Plan reported participants rose from 4,818 in the plan year 2023 filing to 5,000 in the plan year 2024 filing.
DOL schedule card
Filing strip 340117420 · Applied Industrial Technologies, Inc. PY 2024 · 401(k)
Applied Industrial Technologies, Inc. Retirement Savings Plan · $862M · 5,000 · 98th
- PHOTO $862M
- IND 5,000
- EOY 98th
- 5500 401(k)
- ASSETS near Caliber Holdings LLC Retirement Savings Plan
- PCT ind #6014
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) | $774M |
|---|---|
| Net Assets (End of Year) | $862M |
| Net Income | $88M |
| 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.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
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 Caliber Holdings LLC Retirement Savings Plan in TX ($862M); by covered participants it is Ascensus, LLC 401(k) Savings Plan in PA (4,998 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($862M here).
- Caliber Holdings LLC Retirement Savings Plan (TX) $862M · 35,161
- Bellin Health 401(k) Retirement Plan (WI) $862M · 5,534
- Factset Research Systems Inc. Plan (CT) $863M · 2,410
- Peabody Investments Corp. Employee Retirement Account (MO) $864M · 3,644
Similar participant headcount
Nearest other-state filings by covered participants (5,000 participants); asset peers above are excluded.
- Ascensus, LLC 401(k) Savings Plan (PA) 4,998 · 2 off
- Ug2, LLC 401(k) Retirement Plan (MA) 4,998 · 2 off
- Hotel Retirement Systems Profit Sharing Plan and Trust (SD) 4,997 · 3 off
- Homeservices Retirement Savings Plan (MN) 5,003 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.