401(k) · DOL Form 5500 · 2023

Shamrock Development, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
31st
Percentile by assets National rank
$191,492
Avg per participant Above avg balance/head
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Official DOL plan name: Shamrock Development, Inc. Profit Sharing Plan · Sponsored by Shamrock Development, Inc. · Indiana · Construction

$2M in assets, 11 participants

Shamrock Development, Inc.'s Shamrock Development, Inc. Profit Sharing Plan reported $2M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,604 in Construction (9,030 peers)

Shamrock Development, Inc. multi-year trail

Shamrock Development, Inc.'s plans moved +48.2% in assets from 2022 to 2024; this filing shows Shamrock Development, Inc. Profit Sharing Plan at $2M / 11 participants.

#2,604
in Construction (9,030 peers)
+24.1%
assets growth YoY

Shamrock Development, Inc. Profit Sharing Plan among the smaller filed plans by assets

Shamrock Development, Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,106,410 31st percentile higher than 31% of 127,068 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 2023

Shamrock Development, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Development, Inc. Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shamrock Development, Inc. Profit Sharing Plan reported net income rose from -$371K in the plan year 2022 filing to $409K in the plan year 2023 filing.
  • Shamrock Development, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shamrock Development, Inc. Profit Sharing Plan reported participants fell from 13 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351405922 · Shamrock Development, Inc. PY 2023 · 401(k)

Shamrock Development, Inc. Profit Sharing Plan · $2M · 11 · 31st

  • EBSA $2M
  • EBSA 11
  • EBSA 31st
  • EBSA 401(k)
  • EBSA near Fenley & Bate LLP 401(k) Plan
  • EBSA ind #2604

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 Indiana →

Shamrock Development, Inc. Profit Sharing Plan in the asset neighbourhood

Shamrock Development, Inc. Profit Sharing PlanShamrock Development, Inc. P…$2MFenley & Bate LLP 401(k) Plan$2MWentworth Mold Inc 401(k) Profit Sharing Plan & TrustWentworth Mold Inc 401(k) Pr…$2MVulcan Painters, Inc Non-Union 401(k) PlanVulcan Painters, Inc Non-Uni…$2MHighland Park Emergency Center Retirement TrustHighland Park Emergency Cent…$2M
End-of-year total assets ($M) among Shamrock Development, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shamrock Development, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shamrock Development, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.24401645012363% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.7M $2.52M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 13 $2M
2023 1 11 $2M
2024 1 14 $3M

Shamrock Development, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$409K
Employer EIN351405922
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Shamrock Development, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Shamrock Development, Inc. Profit Sharing Plan, Total assets ($B): 0.00210641 · Participants: 11Shamrock Development, Inc. Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Shamrock Development, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Shamrock Development, Inc. Profit Sharing Plan side-by-side with 3 peers →

Shamrock Development, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Fenley & Bate LLP 401(k) Plan in TX ($2M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shamrock Development, Inc. Profit Sharing Plan assets move in 2023? ▼
Shamrock Development, Inc. Profit Sharing Plan grew sharply - up 24.1% during 2023, from $2M to $2M. Reported net income was $409K.
How have Shamrock Development, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Development, Inc.'s sponsor-wide assets grew 48.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Shamrock Development, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fenley & Bate LLP 401(k) Plan in TX ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Development, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 351405922.

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.