ESOP · DOL Form 5500 · 2022
Shamrock Trading Corporation ESOP
Data updated 2026-08-11
- $70M
- Total assets
- 938
- Participants
- 91st
- Percentile by assets
- $74,411
- Avg per participant
Official DOL plan name: Shamrock Trading Corporation ESOP Retirement Plan · Sponsored by Shamrock Trading Corporation · Kansas · Transportation & Warehousing
$70M in assets, 938 participants
Shamrock Trading Corporation's Shamrock Trading Corporation ESOP Retirement Plan reported $70M in total assets and 938 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #3,452 in Transportation & Warehousing (3,876 peers)
Coverage in Kansas
Shamrock Trading Corporation ESOP Retirement Plan covers 938 participants in Kansas, 2.6x the typical Kansas plan (state average ~360 per filing). Assets: $70M.
- $70M
- total plan assets (2022 EOY)
- 938
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $74,411
- avg assets per participant
Participants vs Kansas filers
In Kansas, the average filing covers about 360 participants across 1,174 plans. Shamrock Trading Corporation ESOP Retirement Plan reports 938 participants - 2.6x that state average ($70M EOY assets).
Kansas filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | $23M |
| Employer EIN | 203564413 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shamrock Trading Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,507 | $138M |
| 2023 | 2 | 3,456 | $178M |
| 2024 | 2 | 4,132 | $220M |
Nearby ESOP Plans in Kansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Shamrock Trading Corporation ESOP Retirement Plan vs. nearby ESOP plans in Kansas, assets vs. participants
- Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan $370M · 506
- Harcros Chemicals, Inc. Employee Stock Ownership Plan $225M · 560
- Mmc Corp Employee Stock Ownership Plan $224M · 867
- Globe Engineering Co Inc Employee Stock Ownership Plan and Trust $133M · 244
- Inland Truck Parts Company Employee Stock Ownership Plan and Trust $78M · 603
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Shamrock Trading Corporation ESOP Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Shamrock Trading Corporation ESOP Retirement Plan's numbers.
- By total assets, Shamrock Trading Corporation ESOP Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kansas. Compare plans
- Shamrock Trading Corporation's sponsor-wide assets have grown 59.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans