401(k) · DOL Form 5500 · 2022

Shamrock Foods Company 401(k) Plan

Data updated 2026-08-25

$324M
Total assets Above avg plan size
4,313
Participants Above avg headcount
97th
Percentile by assets National rank
$75,165
Avg per participant Below avg balance/head
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Official DOL plan name: Shamrock Foods Company 401(k) Plan and Trust · Sponsored by Shamrock Foods Company · Arizona · Wholesale Trade

$324M in assets, 4,313 participants

Shamrock Foods Company's Shamrock Foods Company 401(k) Plan and Trust reported $324M in total assets and 4,313 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,711 in Wholesale Trade (6,843 peers)

Coverage in Arizona

Shamrock Foods Company 401(k) Plan and Trust covers 4,313 participants in Arizona, 7.7x the typical Arizona plan (state average ~564 per filing). Assets: $324M.

#6,711
in Wholesale Trade (6,843 peers)
-11.4%
assets change YoY
3.3×
vs typical plan assets (national mean)

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shamrock Foods Company 401(k) Plan and Trust's outsized position by total assets

Shamrock Foods Company 401(k) Plan and Trust vs every filed plan by assets

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

$324,186,447 Top 3% higher than 97% 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 Foods Company 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Foods Company 401(k) Plan and Trust lands in the large band (4,313 participants).

EBSA filing schedule strip

Filing strip 860209968 · Shamrock Foods Company PY 2022 · 401(k)

Shamrock Foods Company 401(k) Plan and Trust · $324M · 4,313 · 97th

  • BOOK $324M
  • VS-ST 4,313
  • BOY 97th
  • SCH 401(k)
  • EBSA near Compucom Systems Retirement Savings Plan
  • PART ind #6711

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 Wholesale Trade retirement plans → · Plans in Arizona →

Shamrock Foods Company 401(k) Plan and Trust in the asset neighbourhood

Adtran, Inc. 401(k) Retirement PlanAdtran, Inc. 401(k) Retireme…$325MProassurance Group Savings and Retirement PlanProassurance Group Savings a…$325MArdagh North America Bargaining 401(k) PlanArdagh North America Bargain…$325MCompucom Systems Retirement Savings PlanCompucom Systems Retirement …$324MShamrock Foods Company 401(k) Plan and TrustShamrock Foods Company 401(k…$324M
End-of-year total assets ($M) among Shamrock Foods Company 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$366M
Net Assets (End of Year)$324M
Net Income-$42M
Employer EIN860209968
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Foods Company)

Sponsor-wide plan assets over time

All Shamrock Foods Company plans reported in each filing year

Latest sponsor-wide plan assets
$455M 1.1964903695590536% vs 2022
2024 filing year
$440M$460M$480M$500M 202220232024 $449M $455M ▲ +1.2%
Year Plans Participants Total Assets
2022 2 5,130 $449M
2023 2 5,618 $483M
2024 2 5,341 $455M

Nearby 401(k) Plans in Arizona

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

Shamrock Foods Company 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0200004000060000 01234 Total assets ($B) Participants Shamrock Foods Company 401(k) Plan and Trust, Total assets ($B): 0.324186447 · Participants: 4313Shamrock Foods Company 401(k) Plan and TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Shamrock Foods Company 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Shamrock Foods Company 401(k) Plan and Trust side-by-side with 3 peers →

Shamrock Foods Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Compucom Systems Retirement Savings Plan in SC ($324M); by covered participants it is The Animation Guild 401(k) Plan in CA (4,313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($324M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,313 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 Foods Company 401(k) Plan and Trust assets move in 2022? ▼
Shamrock Foods Company 401(k) Plan and Trust pulled back noticeably - down 11.4% during 2022, from $366M to $324M. Reported net income was -$42M.
How have Shamrock Foods Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Foods Company's sponsor-wide assets grew 1.2%, from $449M to $455M.
Where does Shamrock Foods Company 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Shamrock Foods Company 401(k) Plan and Trust ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Shamrock Foods Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Compucom Systems Retirement Savings Plan in SC ($324M, 2,992 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Foods Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Animation Guild 401(k) Plan in CA (4,313 participants, $485M 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 860209968.

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.