Applied Industrial Technologies 401(k) match, vesting and fees
What Applied Industrial Technologies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Bober, Markey, Fedorovich & Company (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 21 defined-contribution plans in wholesale trade with 5,000 to 9,999 participants.
| Applied Industrial Technologies: employer contribution per participant | $1,912 | |
| Peer median | $2,186 |
| Applied Industrial Technologies: average balance | $176,287 | |
| Peer median | $96,605 |
| Applied Industrial Technologies: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $744M at the end of plan year 2021 to $936M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 6,525 | $936M | $10.2M | $1,912 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 5,948 | $862M | $5.9M | $5,902,980 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 6,242 | $774M | $10.2M | $1,669 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 6,031 | $641M | $9.3M | $1,575 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 5,947 | $744M | $7.6M | $1,296 | 0.09% | Not published | Form 5500 ↗ |
Other Applied Industrial Technologies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Detroit Ball Bearing Company Union Employees' Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Plante & Moran PLLC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Applied Industrial Technologies match 401(k) contributions?
The match terms for the Applied Industrial Technologies, Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $10.2M in employer contributions, about $1,912 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Applied Industrial Technologies 401(k) match vested?
The vesting schedule for the Applied Industrial Technologies, Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Applied Industrial Technologies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Applied Industrial Technologies, Inc..
I left Applied Industrial Technologies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Applied Industrial Technologies, Inc., (216) 426-4776) or the recordkeeper, Schwab Retirement Plan Services,inc. The Applied Industrial Technologies old 401(k) page lists the contacts from every plan filing. Find an old Applied Industrial Technologies 401(k)
Data from the public Form 5500 annual reports Applied Industrial Technologies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Applied Industrial Technologies. Not financial advice. Report a correction · Methodology