401(k) · DOL Form 5500 · 2022

Gaddie Shamrock, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
45th
Percentile by assets National rank
$38,392
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gaddie Shamrock 401(k) Retirement Savings Plan · Sponsored by Gaddie Shamrock, LLC · Kentucky · Construction

$4M in assets, 100 participants

Gaddie Shamrock, LLC's Gaddie Shamrock 401(k) Retirement Savings Plan reported $4M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #4,353 in Construction (9,927 peers)

Coverage in Kentucky

Gaddie Shamrock 401(k) Retirement Savings Plan covers 100 participants in Kentucky, about 15% of the average Kentucky filer (state average ~647 per filing). Assets: $4M.

#4,353
in Construction (9,927 peers)
-8.1%
assets change YoY

The plan reported a net loss of $341K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gaddie Shamrock 401(k) Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Gaddie Shamrock 401(k) Retirement Savings Plan vs every filed plan by assets

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

$3,839,165 45th percentile higher than 45% 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

Gaddie Shamrock 401(k) Retirement Savings 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. Gaddie Shamrock 401(k) Retirement Savings Plan is a small filing (100 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 611002587 · Gaddie Shamrock, LLC PY 2022 · 401(k)

Gaddie Shamrock 401(k) Retirement Savings Plan · $4M · 100 · 45th

  • ASSETS $4M
  • PCT 100
  • EIN 45th
  • RANK 401(k)
  • PHOTO near 401(k) Profit Sharing Plan for Employees of Family and Children's Center, Inc.
  • IND ind #4353

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 Construction retirement plans → · Plans in Kentucky →

Gaddie Shamrock 401(k) Retirement Savings Plan in the asset neighbourhood

Gaddie Shamrock 401(k) Retirement Savings PlanGaddie Shamrock 401(k) Retir…$4M401(k) Profit Sharing Plan for Employees of Family and Children's Center, Inc.401(k) Profit Sharing Plan f…$4MGem State Dermatology 401(k) Profit Sharing PlanGem State Dermatology 401(k)…$4MRidglea Country Club Retirement PlanRidglea Country Club Retirem…$4MKey Lakes Savings Plan for Salaried EmployeesKey Lakes Savings Plan for S…$4M
End-of-year total assets ($M) among Gaddie Shamrock 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$341K
Employer EIN611002587
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gaddie Shamrock, LLC)

Sponsor-wide plan assets over time

All Gaddie Shamrock, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.315326379564304% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.84M $5.16M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 100 $4M
2023 1 103 $5M
2024 1 99 $5M

Nearby 401(k) Plans in Kentucky

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

Gaddie Shamrock 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Gaddie Shamrock 401(k) Retirement Savings Plan, Total assets ($B): 0.003839165 · Participants: 100Gaddie Shamrock 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Gaddie Shamrock 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Gaddie Shamrock 401(k) Retirement Savings Plan side-by-side with 3 peers →

Gaddie Shamrock 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Family and Children's Center, Inc. in IN ($4M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Gaddie Shamrock 401(k) Retirement Savings Plan assets move in 2022? ▼
Gaddie Shamrock 401(k) Retirement Savings Plan pulled back noticeably - down 8.1% during 2022, from $4M to $4M. Reported net income was -$341K.
How have Gaddie Shamrock, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gaddie Shamrock, LLC's sponsor-wide assets grew 34.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Gaddie Shamrock 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Family and Children's Center, Inc. in IN ($4M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Gaddie Shamrock 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K 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 611002587.

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.