Defined Benefit (Pension) · DOL Form 5500 · 2022

Shamrock Foods Company Pension Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
817
Participants Near avg headcount
94th
Percentile by assets National rank
$153,294
Avg per participant Above avg balance/head
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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.

  • #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.

#6,513
in Wholesale Trade (6,843 peers)
-17.6%
assets change YoY
1.3×
vs typical plan assets (national mean)

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's outsized position by total assets

Shamrock Foods Company Retirement Plan vs every filed plan by assets

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

$125,241,157 Top 6% higher than 94% 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 Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Foods Company Retirement Plan sits mid-pack in the medium band (817 participants).

Plan-year Form 5500 strip

Filing strip 860209968 · Shamrock Foods Company PY 2022 · Defined Benefit (Pension)

Shamrock Foods Company Retirement Plan · $125M · 817 · 94th

  • EIN $125M
  • EIN 817
  • EIN 94th
  • EIN Defined Benefit (Pension)
  • EIN near Adjustable Plan of the National Retirement Fund
  • EIN ind #6513

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 Retirement Plan in the asset neighbourhood

Dresser, LLC Consolidated Salaried Retirement PlanDresser, LLC Consolidated Sa…$125MShamrock Foods Company Retirement PlanShamrock Foods Company Retir…$125MAdjustable Plan of the National Retirement FundAdjustable Plan of the Natio…$125MDairy Industry - Union Pension Plan for Philadelphia and VicinityDairy Industry - Union Pensi…$125MGate Gourmet, Inc. Defined Benefit Pension PlanGate Gourmet, Inc. Defined B…$125M
End-of-year total assets ($M) among Shamrock Foods Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$125M
Net Income-$27M
Employer EIN860209968
Plan Effective Date1971-02-01
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 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 Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Shamrock Foods Company Retirement Plan, Total assets ($B): 0.125241157 · Participants: 817Shamrock Foods Company Retirement PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.218517042 · Participants: 5840Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.527412379 · Participants: 4802Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.392187623 · Participants: 2788Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 0.96033994 · Participants: 25673Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.591298167 · Participants: 2609Avnet Pension Plan
Shamrock Foods Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Shamrock Foods Company Retirement Plan side-by-side with 3 peers →

Shamrock Foods Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Adjustable Plan of the National Retirement Fund in NY ($125M); by covered participants it is Cefcu Retirement Income Plan and Trust in IL (817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (817 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 Retirement Plan assets move in 2022? ▼
Shamrock Foods Company Retirement Plan declined sharply - down 17.6% during 2022, from $152M to $125M. Reported net income was -$27M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Shamrock Foods Company Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Shamrock Foods Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Adjustable Plan of the National Retirement Fund in NY ($125M, 25,052 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shamrock Foods Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cefcu Retirement Income Plan and Trust in IL (817 participants, $195M 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.