Applied Industrial Technologies, Inc.401(k) + ESOP (KSOP)
APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN · CLEVELAND, OH · plan year 2025
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Applied Industrial Technologies, Inc. reported $322,319 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,927 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio fell from 0.09% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other wholesale trade employers. By assets it is the 58th-largest of 3,295 plans among Ohio employers on file, and the 57th of 4,246 in wholesale trade. In 2025, employees put in $3.49 for every $1.00 the employer contributed; active participation has grown from 4,785 to 5,267 since 2022.
Applied Industrial Technologies, Inc.'s 2025 employer contribution ran below the $4,295 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 340117420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.