ESOP · DOL Form 5500 · 2022

Shamrock Bancshares, Inc. ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
71
Participants Small participant base
86th
Percentile by assets National rank
$563,930
Avg per participant High balance/head
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Official DOL plan name: Shamrock Bancshares Employee Stock Ownership Plan · Sponsored by Shamrock Bancshares, Inc. · Oklahoma · Finance & Insurance

$40M in assets, 71 participants

Shamrock Bancshares, Inc.'s Shamrock Bancshares Employee Stock Ownership Plan reported $40M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,190 in Finance & Insurance (9,261 peers)

Where Shamrock Bancshares Employee Stock Ownership Plan sits by assets

Shamrock Bancshares Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $40M for 71 participants (~$563,930/participant), down 1.3% in 2022.

#7,190
in Finance & Insurance (9,261 peers)
-1.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $515K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shamrock Bancshares Employee Stock Ownership Plan's outsized position by total assets

Shamrock Bancshares Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$40,039,032 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Shamrock Bancshares Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Bancshares Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 730957956 · Shamrock Bancshares, Inc. PY 2022 · ESOP

Shamrock Bancshares Employee Stock Ownership Plan · $40M · 71 · 86th

  • BOOK $40M
  • VS-ST 71
  • BOY 86th
  • SCH ESOP
  • EBSA near Msa Professional Services, Inc. Employee Stock Ownership Plan
  • PART ind #7190

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Oklahoma →

Shamrock Bancshares Employee Stock Ownership Plan in the asset neighbourhood

Ogden Forklifts, Inc. Employee Stock Ownership PlanOgden Forklifts, Inc. Employ…$40MSystems Engineering, Inc. Employee Stock Ownership PlanSystems Engineering, Inc. Em…$40MShamrock Bancshares Employee Stock Ownership PlanShamrock Bancshares Employee…$40MMsa Professional Services, Inc. Employee Stock Ownership PlanMsa Professional Services, I…$40MMainely Tubs Employee Stock Ownership PlanMainely Tubs Employee Stock …$40M
End-of-year total assets ($M) among Shamrock Bancshares Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$40M
Net Income-$515K
Employer EIN730957956
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Bancshares, Inc.)

Sponsor-wide plan assets over time

All Shamrock Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 9.571023095663252% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $40M $43.9M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 71 $40M
2023 1 75 $41M
2024 1 77 $44M

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

Shamrock Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Shamrock Bancshares Employee Stock Ownership Plan, Total assets ($M): 40.039032 · Participants: 71Shamrock Bancshares Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Shamrock Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Shamrock Bancshares Employee Stock Ownership Plan side-by-side with 3 peers →

Shamrock Bancshares Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Msa Professional Services, Inc. Employee Stock Ownership Plan in WI ($40M); by covered participants it is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shamrock Bancshares Employee Stock Ownership Plan assets move in 2022? ▼
Shamrock Bancshares Employee Stock Ownership Plan edged down modestly - down 1.3% during 2022, from $41M to $40M. Reported net income was -$515K.
How have Shamrock Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Bancshares, Inc.'s sponsor-wide assets grew 9.6%, from $40M to $44M.
Where does Shamrock Bancshares Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Shamrock Bancshares Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Shamrock Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Msa Professional Services, Inc. Employee Stock Ownership Plan in WI ($40M, 359 participants).
Which ESOP plans cover a similar participant headcount to Shamrock Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 730957956.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.