Applied Industrial Technologies 401(k) and pension plans

Applied Industrial Technologies, Inc., Cleveland, OH. EIN 34-0117420. Annual reports 2009–2025. Also filed as Applied Industrial Technologies; Knox Oil Field Supply, Inc.

Applied Industrial Technologies, Inc. has one active retirement plan on file, the Applied Industrial Technologies, Inc. Retirement Savings Plan, with 6,525 participants and $936 million in assets in 2025. Schwab is its recordkeeper.

Active plans: 1
Participants: 6,525
Plan assets: $936 million
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Applied Industrial Technologies, Inc. Retirement Savings Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 003Employer EIN 34-0117420
Participants (2025): 6,525
Net assets (2025): $936 million
Recordkeeper: SchwabEarlier: Principal (2017–2024), Wells Fargo (2010–2016), Wachovia Bank (2009)
Plan administrator: Applied Industrial Technologies, Inc.
One Applied Plaza
Cleveland, OH 44115
(216) 426-4776As filed for 2025
In effect since: May 1, 1988

Plans merged into this one: FCX Performance, Inc. 401(k) Savings Plan (2021).

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	6,525	$936 million	Schwab
2024	5,948	$862 million	Principal
2023	6,242	$774 million	Principal
2022	6,031	$641 million	Principal
2021	5,947	$744 million	Principal
2020	5,626	$597 million	Principal
2019	5,990	$533 million	Principal
2018	4,924	$449 million	Principal
2017	4,775	$507 million	Principal
2016	5,315	$454 million	Wells Fargo
2015	5,628	$419 million	Wells Fargo
2014	5,421	$455 million	Wells Fargo
2013	5,259	$466 million	Wells Fargo
2012	5,301	$416 million	Wells Fargo
2011	4,929	$391 million	Wells Fargo
2010	4,843	$387 million	Wells Fargo
2009	4,767	$333 million	Wachovia Bank

Detroit Ball Bearing Company Union Employees' Pension Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 34-0117420
Participants (2020): 110
Net assets (2020): $10.1 million
Administered by: Principal2018–2021
Plan administrator: Applied Industrial Technologies, Inc.
One Applied Plaza, 3301 Euclid Avenue
Cleveland, OH 44115
(216) 426-4000As filed for 2021
In effect since: December 28, 1952

Earlier sponsor: Knox Oil Field Supply, Inc. (2012).

Earlier plan names: Detroit Ball Bearing Union Employees Retirement Plan; Knox Oil Field Supply Retirement Plan; Detroit Ball Bearing Union Employees' Retirement Plan; Detroit Ball Bearing Company Union Employees' Retirement Plan.

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Principal
2020	110	$10.1 million	Principal
2019	112	$10.4 million	Principal
2018	113	$9.2 million	Principal
2017	112	$8.0 million	not listed
2016	115	$7.7 million	not listed
2015	117	$6.3 million	not listed
2014	139	$6.9 million	not listed
2013	141	$7.3 million	not listed
2012	118	$1.6 million	not listed
2011	143	$6.6 million	not listed
2010	142	$6.2 million	not listed
2009	143	$5.7 million	not listed

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Applied Industrial Technologies, Inc. Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((216) 426-4776). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Applied Industrial Technologies, Inc. Retirement Savings Plan

Detroit Ball Bearing Company Union Employees' Pension Plan

If you had money in one of these plans

What these numbers are

Other wholesale trade employers in OH