401(k) · DOL Form 5500 · 2024

Applied Industrial Technologies, Inc. 401(k) Plan

Data updated 2026-07-24

$862M
Total assets: 5,000
Participants: 98th
Percentile by assets: $172,464
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Ohio

Applied Industrial Technologies, Inc. Retirement Savings Plan covers 5,000 participants in Ohio, 6.4x the typical Ohio plan (state average ~787 per filing). Assets: $862M.

$862M
total plan assets (2024 EOY): 5,000
covered participants: 98th
percentile by assets (of 116,472 plans): $172,464
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Ohio

Industry

Wholesale Trade

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Applied Industrial Technologies, Inc. Retirement Savings Plan reports 5,000 participants - 6.4x that state average ($862M EOY assets).

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.)

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

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

Compare Applied Industrial Technologies, Inc. Re… side-by-side with 3 peers →

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.

Caliber Holdings LLC Retirement Savings Plan (TX) $862M · 35,161
Factset Research Systems Inc. Plan (CT) $863M · 2,410
Peabody Investments Corp. Employee Retirement Account (MO) $864M · 3,644
Auto-Owners Insurance Company Retirement Savings Plan (MI) $864M · 6,663

Frequently Asked Questions

How did Applied Industrial Technologies, Inc. Retirement Savings Plan assets move in 2024? ▼

Applied Industrial Technologies, Inc. Retirement Savings Plan grew at a solid clip - up 11.4% during 2024, from $774M to $862M. Reported net income was $88M.

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 116,472 plans that reported assets for plan year 2024 (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 Caliber Holdings LLC Retirement Savings Plan in TX ($862M, 35,161 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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340117420.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.