ESOP · DOL Form 5500 · 2023

Shamrock Bancshares, Inc. ESOP

Data updated 2026-08-25

$41M
Total assets Below avg plan size
75
Participants Small participant base
83rd
Percentile by assets National rank
$541,231
Avg per participant High balance/head
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Official DOL plan name: Shamrock Bancshares Employee Stock Ownership Plan · Sponsored by Shamrock Bancshares, Inc. · Oklahoma · Finance & Insurance

$41M in assets, 75 participants

Shamrock Bancshares, Inc.'s Shamrock Bancshares Employee Stock Ownership Plan reported $41M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,586 in Finance & Insurance (8,869 peers)

Where Shamrock Bancshares Employee Stock Ownership Plan sits by assets

Shamrock Bancshares Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 75 participants (~$541,231/participant), up 1.4% in 2023.

#6,586
in Finance & Insurance (8,869 peers)
+1.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shamrock Bancshares Employee Stock Ownership Plan's outsized position by total assets

Shamrock Bancshares Employee Stock Ownership Plan vs every filed plan by assets

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

$40,592,358 Top 17% higher than 83% 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 Bancshares Employee Stock Ownership 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 Bancshares Employee Stock Ownership Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shamrock Bancshares Employee Stock Ownership Plan reported net income rose from -$515K in the plan year 2022 filing to $553K in the plan year 2023 filing.
  • Shamrock Bancshares Employee Stock Ownership Plan reported participants rose from 71 in the plan year 2022 filing to 75 in the plan year 2023 filing.
  • Shamrock Bancshares Employee Stock Ownership Plan end-of-year assets rose from $40M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 730957956 · Shamrock Bancshares, Inc. PY 2023 · ESOP

Shamrock Bancshares Employee Stock Ownership Plan · $41M · 75 · 83rd

  • ASSETS $41M
  • ASSETS 75
  • ASSETS 83rd
  • ASSETS ESOP
  • ASSETS near Eutaw Construction Company, Inc. Employee Stock Ownership Plan
  • ASSETS ind #6586

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 What is an ESOP? → · Plans in Oklahoma →

Shamrock Bancshares Employee Stock Ownership Plan in the asset neighbourhood

Brph Companies, Inc. Employee Stock Ownership Plan and TrustBrph Companies, Inc. Employe…$41MEutaw Construction Company, Inc. Employee Stock Ownership PlanEutaw Construction Company, …$41MBrockway-Smith Company Profit Sharing Plan & TrustBrockway-Smith Company Profi…$41MShamrock Bancshares Employee Stock Ownership PlanShamrock Bancshares Employee…$41MRsp Architects, Ltd Employee Stock Ownership PlanRsp Architects, Ltd Employee…$40M
End-of-year total assets ($M) among Shamrock Bancshares Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$41M
Net Income$553K
Employer EIN730957956
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Bancshares, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$44M 9.571023095663252% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $40M $43.9M ▲ +9.6%
Year Plans Participants Total Assets
2022 1 71 $40M
2023 1 75 $41M
2024 1 77 $44M

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

Shamrock Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Shamrock Bancshares Employee Stock Ownership Plan, Total assets ($M): 40.592358 · Participants: 75Shamrock Bancshares Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Shamrock Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Shamrock Bancshares Employee Stock Ownership Plan side-by-side with 3 peers →

Shamrock Bancshares Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Eutaw Construction Company, Inc. Employee Stock Ownership Plan in MS ($41M); by covered participants it is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Bancshares Employee Stock Ownership Plan assets move in 2023? ▼
Shamrock Bancshares Employee Stock Ownership Plan edged up modestly - up 1.4% during 2023, from $40M to $41M. Reported net income was $553K.
How have Shamrock Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Bancshares, Inc.'s sponsor-wide assets grew 9.6%, from $40M to $44M.
Where does Shamrock Bancshares Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Shamrock Bancshares Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Shamrock Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Eutaw Construction Company, Inc. Employee Stock Ownership Plan in MS ($41M, 787 participants).
Which ESOP plans cover a similar participant headcount to Shamrock Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mountz, Inc. Employee Stock Ownership Plan and Trust in CA (75 participants, $14M 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 730957956.

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.