ESOP · DOL Form 5500 · 2022

Shamrock Trading Corporation ESOP

Data updated 2026-08-25

$70M
Total assets Below avg plan size
938
Participants Near avg headcount
91st
Percentile by assets National rank
$74,411
Avg per participant Below avg balance/head
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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.

  • #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.

#3,452
in Transportation & Warehousing (3,876 peers)
+47.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Shamrock Trading Corporation ESOP Retirement Plan's outsized position by total assets

Shamrock Trading Corporation ESOP Retirement Plan vs every filed plan by assets

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

$69,797,879 Top 9% higher than 91% 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 Trading Corporation ESOP Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Trading Corporation ESOP Retirement Plan sits mid-pack in the medium band (938 participants).

Published 5500 schedule card

Filing strip 203564413 · Shamrock Trading Corporation PY 2022 · ESOP

Shamrock Trading Corporation ESOP Retirement Plan · $70M · 938 · 91st

  • ASSETS $70M
  • ASSETS 938
  • ASSETS 91st
  • ASSETS ESOP
  • ASSETS near Polyguard Products, Inc. Employee Stock Ownership Plan
  • ASSETS ind #3452

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 Kansas →

Shamrock Trading Corporation ESOP Retirement Plan in the asset neighbourhood

Cemen Tech Holdings, Inc. Employee Stock Ownership PlanCemen Tech Holdings, Inc. Em…$70MEagle Alloy, Inc. Employee Stock Ownership PlanEagle Alloy, Inc. Employee S…$70MShamrock Trading Corporation ESOP Retirement PlanShamrock Trading Corporation…$70MPolyguard Products, Inc. Employee Stock Ownership PlanPolyguard Products, Inc. Emp…$70MDiamond Line Delivery Systems, Inc. Employee Stock Ownership Plan and TrustDiamond Line Delivery System…$69M
End-of-year total assets ($M) among Shamrock Trading Corporation ESOP Retirement Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$70M
Net Income$23M
Employer EIN203564413
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Trading Corporation)

Sponsor-wide plan assets over time

All Shamrock Trading Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$220M 59.586333883628505% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $138M $220M ▲ +59.6%
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 Scatter plot of 6 data points. 2004006008001000 0100200300400 Total assets ($M) Participants Shamrock Trading Corporation ESOP Retirement Plan, Total assets ($M): 69.797879 · Participants: 938Shamrock Trading Corporation ESOP Retirement PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 369.500071 · Participants: 506Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 224.759718 · Participants: 560Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 224.129068 · Participants: 867Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 133.421113 · Participants: 244Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 77.703859 · Participants: 603Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Shamrock Trading Corporation ESOP Retirement Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Shamrock Trading Corporation ESOP Retirement Plan side-by-side with 3 peers →

Shamrock Trading Corporation ESOP Retirement Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Polyguard Products, Inc. Employee Stock Ownership Plan in TX ($70M); by covered participants it is Rehrig Pacific Holdings Inc. ESOP in CA (938 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (938 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 Trading Corporation ESOP Retirement Plan assets move in 2022? ▼
Shamrock Trading Corporation ESOP Retirement Plan surged - up 47.7% during 2022, from $47M to $70M. Reported net income was $23M.
How have Shamrock Trading Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Trading Corporation's sponsor-wide assets grew 59.6%, from $138M to $220M.
Where does Shamrock Trading Corporation ESOP Retirement Plan rank by assets among Form 5500 filers? ▼
Shamrock Trading Corporation ESOP Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Shamrock Trading Corporation ESOP Retirement Plan? ▼
Among ESOP plans in other states, the closest by assets is Polyguard Products, Inc. Employee Stock Ownership Plan in TX ($70M, 106 participants).
Which ESOP plans cover a similar participant headcount to Shamrock Trading Corporation ESOP Retirement Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rehrig Pacific Holdings Inc. ESOP in CA (938 participants, $41M 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 203564413.

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.