Shamrock 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Advantex Inc. of Illinois · Illinois · Retail Trade
What the 2023 filing shows
Shamrock 401(k) Plan holds $1M for 379 participants — about $2,874 per participant, up 20.9% over the 2022 plan year.
- $1M
- total plan assets (2022 EOY)
- 379
- covered participants
- $2,874
- avg assets per participant
- +20.9%
- assets growth YoY
What the Filing Says About Shamrock 401(k) Plan
Shamrock 401(k) Plan is a 401(k) retirement plan sponsored by Advantex Inc. of Illinois, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 379 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 432000739, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $901K at the beginning of 2022 to $1M at year-end — a gain of 20.9%. Net assets (after liabilities) closed the year at $1M, with reported net income of $188K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $901K |
| Total Assets (End of Year) | $1M |
| Net Assets (End of Year) | $1M |
| Net Income | $188K |
| Plan Type | 401(k) |
| Employer EIN | 432000739 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Related Data
Guides
Frequently Asked Questions
How much money is in the Shamrock 401(k) Plan? ▼
What type of plan is Shamrock 401(k) Plan? ▼
Who sponsors the Shamrock 401(k) Plan? ▼
How did Shamrock 401(k) Plan perform in 2022? ▼
Where can I find official filings for Shamrock 401(k) Plan? ▼
How does Shamrock 401(k) Plan compare to other plans? ▼
Explore PlainRetire
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 432000739.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.