Defined Benefit (Pension) · DOL Form 5500 · 2022
Shamrock Foods Company Pension Plan
Data updated 2026-08-11
- $125M
- Total assets
- 817
- Participants
- 94th
- Percentile by assets
- $153,294
- Avg per participant
Official DOL plan name: Shamrock Foods Company Retirement Plan · Sponsored by Shamrock Foods Company · Arizona · Wholesale Trade
$125M in assets, 817 participants
Shamrock Foods Company's Shamrock Foods Company Retirement Plan reported $125M in total assets and 817 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #6,513 in Wholesale Trade (6,843 peers)
Where Shamrock Foods Company Retirement Plan sits by assets
Shamrock Foods Company Retirement Plan sits in the top 10% of all filed plans by assets, $125M for 817 participants (~$153,294/participant), down 17.6% in 2022.
- $125M
- total plan assets (2022 EOY)
- 817
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $153,294
- avg assets per participant
The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shamrock Foods Company Retirement Plan vs the 2022 asset distribution
By assets, Shamrock Foods Company Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $152M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | -$27M |
| Employer EIN | 860209968 |
| Plan Effective Date | 1971-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shamrock Foods Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,130 | $449M |
| 2023 | 2 | 5,618 | $483M |
| 2024 | 2 | 5,341 | $455M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Shamrock Foods Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
- Pinnacle West Capital Corporation Retirement Plan $3.2B · 5,840
- Salt River Project Employees' Retirement Plan $2.5B · 4,802
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,788
- Desert States Employers & Ufcw Unions Pension Plan $960M · 25,673
- Avnet Pension Plan $591M · 2,609
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Shamrock Foods Company Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Shamrock Foods Company Retirement Plan assets move in 2022? ▼
How have Shamrock Foods Company plan assets changed over time? ▼
Where does Shamrock Foods Company Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Shamrock Foods Company Retirement Plan
Scale reading
Ways to act on Shamrock Foods Company Retirement Plan's numbers.
- By total assets, Shamrock Foods Company Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Arizona. Compare plans
- Shamrock Foods Company's sponsor-wide assets have grown 1.2% since 2022 across 3 plan years on file. More Wholesale Trade plans