2023 Form 5500 filing — Applied Industrial Technologies, Inc. Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626164624NAL0008830497001) for Applied Industrial Technologies, Inc. Retirement Savings Plan, reported by Applied Industrial Technologies, Inc. under EIN 34-0117420 and plan number 003. It reports 6,068 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$774.2MReported net assets$774,214,678

Participants6.1K6,068

Provider compensation$561.1K3 Schedule C row(s)$561,056

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240626164624NAL0008830497001
Plan sponsor: Applied Industrial Technologies, Inc.
EIN: 34-0117420
Plan number: 003
Location: Cleveland, OH
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$774.4M total assets

Net assets$774.2MLiabilities$154.6K

Money in vs. money out

Total income / additions$191.1M

Total expenses$58.3M

Benefits paid / distributions$57.8M

Contributions

Employer$10.2M

Participant$32.5M

Full reported line items

Total assets (EOY): $774,369,322
Total liabilities (EOY): $154,644
Net assets (EOY): $774,214,678
Employer contributions: $10,161,527
Participant contributions: $32,481,682
Total income / additions: $191,121,705
Benefits paid: $57,771,598
Administrative expenses: $565,026
Total expenses: $58,340,009
Net increase / (decrease): $132,781,696

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$456.1K
CONTRACT ADMINISTRATOR · Direct $456.1K · Indirect $0
2
Ubs Financial Services Inc$60K
INVESTMENT ADVISORY · Direct $59.9K · Indirect $118
3
Plante & Moran Pllc$44.9K
ACCOUNTANT · Direct $44.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626164624NAL0008830497001 cover?: It is the 2023 Form 5500 filing for Applied Industrial Technologies, Inc. Retirement Savings Plan, reported by Applied Industrial Technologies, Inc. (EIN 34-0117420).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).