Plan5500

Applied Industrial Technologies — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Applied Industrial Technologies (EIN 34-0117420) is a plan sponsor located in Cleveland, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0117420
Location
Cleveland, OH
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Applied Industrial Technologies

  • 2 loaded plans hold $774.4M in reported assets.
  • The largest, Applied Industrial Technologies, Inc. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 9,889 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$774.2MSummed across loaded plans$774,214,678
Total reported assets$774.4M$774,369,322
Total reported participants9.9K9,889
Total reported liabilities$154.6K$154,644

Reported net position

Reported assets = net assets + liabilities (summed)$774.4M total assets
Net assets$774.2MLiabilities$154.6K
Contributions & income
Employer contributions$10.2M
Participant contributions$32.5M
Total income / additions$191.1M
Expenses & distributions
Benefits paid / distributions$57.8M
Total expenses$58.3M
Net increase / (decrease)$132.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Applied Industrial Technologies, Inc. Retirement Savings Plan
Participants per plan4,945Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Applied Industrial Technologies, Inc. Retirement Savings Plan$774.4M
    Plan #003 · 6,068 participants · 2023
  2. 2
    Applied Industrial Technologies, Inc. Employee Benefit Plannot reported in the loaded dataset
    Plan #503 · 3,821 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Applied Industrial Technologies. Open one for its full reported snapshot.

  1. 2023
    Applied Industrial Technologies, Inc. Retirement Savings Plan6,068 participants · 2Sch HSch C
    View filing →
  2. 2023
    Applied Industrial Technologies, Inc. Employee Benefit Plan3,821 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Applied Industrial Technologies report on Form 5500?
Applied Industrial Technologies (EIN 34-0117420) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Applied Industrial Technologies?
The Employer Identification Number (EIN) reported for Applied Industrial Technologies is 34-0117420.
What is the latest Form 5500 filing year for Applied Industrial Technologies?
The latest loaded Form 5500 filing year for Applied Industrial Technologies is 2023.

Related Form 5500 pages