401(k) · DOL Form 5500 · 2022

Shamrock Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
96
Participants Small participant base
74th
Percentile by assets National rank
$165,199
Avg per participant Above avg balance/head
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Official DOL plan name: The Shamrock Companies, Inc. 401(k)Retirement Plan · Sponsored by Shamrock Companies, Inc. · Ohio · Manufacturing

$16M in assets, 96 participants

Shamrock Companies, Inc.'s The Shamrock Companies, Inc. 401(k)Retirement Plan reported $16M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,009 in Manufacturing (20,602 peers)

Shamrock Companies, Inc. multi-year trail

Shamrock Companies, Inc.'s plans moved -98.6% in assets from 2022 to 2024; this filing shows The Shamrock Companies, Inc. 401(k)Retirement Plan at $16M / 96 participants.

#13,009
in Manufacturing (20,602 peers)
-32.5%
assets change YoY

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Shamrock Companies, Inc. 401(k)Retirement Plan's outsized position by total assets

The Shamrock Companies, Inc. 401(k)Retirement Plan vs every filed plan by assets

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

$15,859,075 Top 26% higher than 74% 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

The Shamrock Companies, Inc. 401(k)Retirement 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. The Shamrock Companies, Inc. 401(k)Retirement Plan is a small filing (96 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 341609149 · Shamrock Companies, Inc. PY 2022 · 401(k)

The Shamrock Companies, Inc. 401(k)Retirement Plan · $16M · 96 · 74th

  • NET $16M
  • NET 96
  • NET 74th
  • NET 401(k)
  • NET near Bojangles' Restaurants, Inc. 401(k) Plan
  • NET ind #13009

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 Manufacturing retirement plans → · Plans in Ohio →

The Shamrock Companies, Inc. 401(k)Retirement Plan in the asset neighbourhood

The Shamrock Companies, Inc. 401(k)Retirement PlanThe Shamrock Companies, Inc.…$16MBojangles' Restaurants, Inc. 401(k) PlanBojangles' Restaurants, Inc.…$16MMcmurray Fabrics, Inc. Retirement Savings & Investment PlanMcmurray Fabrics, Inc. Retir…$16MFremont Motors 401(k) Plan$16MCiti Trends, Inc. 401(k) Profit Sharing PlanCiti Trends, Inc. 401(k) Pro…$16M
End-of-year total assets ($M) among The Shamrock Companies, Inc. 401(k)Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Shamrock Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$225K 98.58125395081365% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 20222024 $15.9M $0.23M ▼ -98.5%
Year Plans Participants Total Assets
2022 1 96 $16M
2024 1 98 $225K

Shamrock Companies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$16M
Net Income-$8M
Employer EIN341609149
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Shamrock Companies, Inc. 401(k)Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants The Shamrock Companies, Inc. 401(k)Retirement Plan, Total assets ($B): 0.015859075 · Participants: 96The Shamrock Companies, Inc. 401(k)Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
The Shamrock Companies, Inc. 401(k)Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Shamrock Companies, Inc. 401(k)Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Bojangles' Restaurants, Inc. 401(k) Plan in NC ($16M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 The Shamrock Companies, Inc. 401(k)Retirement Plan assets move in 2022? ▼
The Shamrock Companies, Inc. 401(k)Retirement Plan contracted severely - down 32.5% during 2022, from $24M to $16M. Reported net income was -$8M.
How have Shamrock Companies, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Shamrock Companies, Inc.'s sponsor-wide assets declined 98.6%, from $16M to $225K.
Which 401(k) plans are similar in size to The Shamrock Companies, Inc. 401(k)Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bojangles' Restaurants, Inc. 401(k) Plan in NC ($16M, 3,817 participants).
Which 401(k) plans cover a similar participant headcount to The Shamrock Companies, Inc. 401(k)Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K 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 341609149.

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.