401(k) · DOL Form 5500 · 2022

Shamrock Home Loans, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
145
Participants Small participant base
50th
Percentile by assets National rank
$33,531
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shamrock Home Loans, Inc. 401(k) Plan · Sponsored by Shamrock Home Loans, Inc. · Rhode Island · Real Estate

$5M in assets, 145 participants

Shamrock Home Loans, Inc.'s Shamrock Home Loans, Inc. 401(k) Plan reported $5M in total assets and 145 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,443 in Real Estate (5,057 peers)

Coverage in Rhode Island

Shamrock Home Loans, Inc. 401(k) Plan covers 145 participants in Rhode Island, about 10% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $5M.

#3,443
in Real Estate (5,057 peers)
+9.2%
assets growth YoY

Shamrock Home Loans, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Shamrock Home Loans, Inc. 401(k) Plan vs every filed plan by assets

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

$4,862,005 Top 50% higher than 50% 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 Home Loans, Inc. 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. Shamrock Home Loans, Inc. 401(k) Plan sits mid-pack in the medium band (145 participants).

EBSA filing schedule strip

Filing strip 050447801 · Shamrock Home Loans, Inc. PY 2022 · 401(k)

Shamrock Home Loans, Inc. 401(k) Plan · $5M · 145 · 50th

  • PCT $5M
  • PCT 145
  • PCT 50th
  • PCT 401(k)
  • PCT near Telesis Technologies, Inc. 401(k) Plan
  • PCT ind #3443

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 Real Estate retirement plans → · Plans in Rhode Island →

Shamrock Home Loans, Inc. 401(k) Plan in the asset neighbourhood

Shamrock Home Loans, Inc. 401(k) PlanShamrock Home Loans, Inc. 40…$5MTelesis Technologies, Inc. 401(k) PlanTelesis Technologies, Inc. 4…$5MLemle & Wolff, Inc. 401(k) PlanLemle & Wolff, Inc. 401(k) P…$5MWindsor Hr Services 401(k) Savings PlanWindsor Hr Services 401(k) S…$5MHarrison Berkman Claypool & Guard, PLLC 401(k) Profit Sharing PlanHarrison Berkman Claypool & …$5M
End-of-year total assets ($M) among Shamrock Home Loans, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$411K
Employer EIN050447801
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Home Loans, Inc.)

Sponsor-wide plan assets over time

All Shamrock Home Loans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.647682386176074% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M 20222023 $4.86M $5.53M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 145 $5M
2023 1 107 $6M

Nearby 401(k) Plans in Rhode Island

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

Shamrock Home Loans, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Shamrock Home Loans, Inc. 401(k) Plan, Total assets ($B): 0.004862005 · Participants: 145Shamrock Home Loans, Inc. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Shamrock Home Loans, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Shamrock Home Loans, Inc. 401(k) Plan side-by-side with 3 peers →

Shamrock Home Loans, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Telesis Technologies, Inc. 401(k) Plan in OH ($5M); by covered participants it is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Home Loans, Inc. 401(k) Plan assets move in 2022? ▼
Shamrock Home Loans, Inc. 401(k) Plan grew at a solid clip - up 9.2% during 2022, from $4M to $5M. Reported net income was $411K.
How have Shamrock Home Loans, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shamrock Home Loans, Inc.'s sponsor-wide assets grew 13.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Shamrock Home Loans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telesis Technologies, Inc. 401(k) Plan in OH ($5M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Home Loans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Empower Health Services LLC 401(k) Profit Sharing Plan & Trust in IL (145 participants, N/A 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 050447801.

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.