401(k) · DOL Form 5500 · 2023
Shamrock Trading Corporation 401(k) Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 2,079
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $45,270
- Avg per participant Low balance/head
Official DOL plan name: Shamrock Trading Corporation 401(k) Profit Sharing Plan · Sponsored by Shamrock Trading Corporation · Kansas · Transportation & Warehousing
$94M in assets, 2,079 participants
Shamrock Trading Corporation's Shamrock Trading Corporation 401(k) Profit Sharing Plan reported $94M in total assets and 2,079 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #2,983 in Transportation & Warehousing (3,362 peers)
Coverage in Kansas
Shamrock Trading Corporation 401(k) Profit Sharing Plan covers 2,079 participants in Kansas, 5.8x the typical Kansas plan (state average ~360 per filing). Assets: $94M.
- #2,983
- in Transportation & Warehousing (3,362 peers)
- +38.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Shamrock Trading Corporation 401(k) Profit Sharing Plan's outsized position by total assets
Shamrock Trading Corporation 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$94,116,449 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shamrock Trading Corporation 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Trading Corporation 401(k) Profit Sharing Plan lands in the large band (2,079 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shamrock Trading Corporation 401(k) Profit Sharing Plan reported net income rose from $859K in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Shamrock Trading Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Shamrock Trading Corporation 401(k) Profit Sharing Plan reported participants rose from 1,569 in the plan year 2022 filing to 2,079 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 203564413 · Shamrock Trading Corporation PY 2023 · 401(k)
Shamrock Trading Corporation 401(k) Profit Sharing Plan · $94M · 2,079 · 91st
- 5500 $94M
- ASSETS 2,079
- PCT 91st
- EIN 401(k)
- RANK near Premier Financial Corp. 401(k) Employee Savings Plan
- PHOTO ind #2983
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 Transportation & Warehousing retirement plans → · Plans in Kansas →
Shamrock Trading Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $26M |
| Employer EIN | 203564413 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shamrock Trading Corporation)
Sponsor-wide plan assets over time
All Shamrock Trading Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $220M 59.586333883628505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,507 | $138M |
| 2023 | 2 | 3,456 | $178M |
| 2024 | 2 | 4,132 | $220M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
Shamrock Trading Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Premier Financial Corp. 401(k) Employee Savings Plan in OH ($94M); by covered participants it is Millennium International Management LP Savings Plan in NY (2,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
- Premier Financial Corp. 401(k) Employee Savings Plan (OH) $94M · 1,181
- Hillside Children's Center 403(b) Plan (NY) $94M · 1,643
- Whiteman Osterman & Hanna LLP Profit Sharing and 401(k) Plan (NY) $94M · 162
- Samsonite Employee Savings Trust (MA) $94M · 585
Similar participant headcount
Nearest other-state filings by covered participants (2,079 participants); asset peers above are excluded.
- Millennium International Management LP Savings Plan (NY) 2,079 · 0 off
- R.E. Michel Company, LLC 401(k) Profit Sharing and Savings Plan (MD) 2,079 · 0 off
- Cpm & Rosemurgy Properties 401(k) Retirement Plan (FL) 2,079 · 0 off
- The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company (MO) 2,079 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.