401(k) · DOL Form 5500 · 2022

Western Shamrock Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
392
Participants Below avg headcount
38th
Percentile by assets National rank
$6,652
Avg per participant Low balance/head
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Official DOL plan name: Western Shamrock Corporation 401(k) Plan · Sponsored by Western Shamrock Corporation · Texas · Finance & Insurance

$3M in assets, 392 participants

Western Shamrock Corporation's Western Shamrock Corporation 401(k) Plan reported $3M in total assets and 392 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,371 in Finance & Insurance (9,261 peers)

Western Shamrock Corporation multi-year trail

Western Shamrock Corporation's plans moved +26.1% in assets from 2022 to 2023; this filing shows Western Shamrock Corporation 401(k) Plan at $3M / 392 participants.

#2,371
in Finance & Insurance (9,261 peers)
-26.2%
assets change YoY

The plan reported a net loss of $926K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Shamrock Corporation 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Western Shamrock Corporation 401(k) Plan vs every filed plan by assets

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

$2,607,754 38th percentile higher than 38% 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

Western Shamrock Corporation 401(k) 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. Western Shamrock Corporation 401(k) Plan sits mid-pack in the medium band (392 participants).

DOL schedule card

Filing strip 752225967 · Western Shamrock Corporation PY 2022 · 401(k)

Western Shamrock Corporation 401(k) Plan · $3M · 392 · 38th

  • 5500 $3M
  • ASSETS 392
  • PCT 38th
  • EIN 401(k)
  • RANK near Roytec Industries LLC 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2371

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 Finance & Insurance retirement plans → · Plans in Texas →

Western Shamrock Corporation 401(k) Plan in the asset neighbourhood

Western Shamrock Corporation 401(k) PlanWestern Shamrock Corporation…$3MRoytec Industries LLC 401(k) Profit Sharing Plan & TrustRoytec Industries LLC 401(k)…$3MFurbay Electric Supply Co 401(k) Profit Sharing Plan and TrustFurbay Electric Supply Co 40…$3MJ. a. Sutherland, Inc. Dba Taco Bell Retirement PlanJ. a. Sutherland, Inc. Dba T…$3MMedical Eye Associates, PA Retirement PlanMedical Eye Associates, PA R…$3M
End-of-year total assets ($M) among Western Shamrock Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Western Shamrock Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Western Shamrock Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.09636491785652% vs 2022
2023 filing year
$2.5M$3M$3.5M 20222023 $2.61M $3.29M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 392 $3M
2023 2 830 $3M

Western Shamrock Corporation filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$926K
Employer EIN752225967
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Western Shamrock Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Western Shamrock Corporation 401(k) Plan, Total assets ($B): 0.002607754 · Participants: 392Western Shamrock Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Western Shamrock Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Western Shamrock Corporation 401(k) Plan side-by-side with 3 peers →

Western Shamrock Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Roytec Industries LLC 401(k) Profit Sharing Plan & Trust in GA ($3M); by covered participants it is Bigelow Tea Employees 401(k) Plan in CT (392 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (392 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 Western Shamrock Corporation 401(k) Plan assets move in 2022? ▼
Western Shamrock Corporation 401(k) Plan declined sharply - down 26.2% during 2022, from $4M to $3M. Reported net income was -$926K.
How have Western Shamrock Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Western Shamrock Corporation's sponsor-wide assets grew 26.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Western Shamrock Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roytec Industries LLC 401(k) Profit Sharing Plan & Trust in GA ($3M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Western Shamrock Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bigelow Tea Employees 401(k) Plan in CT (392 participants, $60M 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 752225967.

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.