ESOP · DOL Form 5500 · 2023
Shamrock Trading Corporation ESOP
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 1,377
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $61,113
- Avg per participant Low balance/head
Official DOL plan name: Shamrock Trading Corporation ESOP Retirement Plan · Sponsored by Shamrock Trading Corporation · Kansas · Transportation & Warehousing
$84M in assets, 1,377 participants
Shamrock Trading Corporation's Shamrock Trading Corporation ESOP Retirement Plan reported $84M in total assets and 1,377 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #2,948 in Transportation & Warehousing (3,362 peers)
Coverage in Kansas
Shamrock Trading Corporation ESOP Retirement Plan covers 1,377 participants in Kansas, 3.8x the typical Kansas plan (state average ~360 per filing). Assets: $84M.
- #2,948
- in Transportation & Warehousing (3,362 peers)
- +20.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Shamrock Trading Corporation ESOP Retirement Plan's outsized position by total assets
Shamrock Trading Corporation ESOP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$84,152,537 Top 10% higher than 90% 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 ESOP Retirement 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 ESOP Retirement Plan lands in the large band (1,377 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shamrock Trading Corporation ESOP Retirement Plan reported participants rose from 938 in the plan year 2022 filing to 1,377 in the plan year 2023 filing.
- Shamrock Trading Corporation ESOP Retirement Plan reported net income fell from $23M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Shamrock Trading Corporation ESOP Retirement Plan end-of-year assets rose from $70M in the plan year 2022 filing to $84M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 203564413 · Shamrock Trading Corporation PY 2023 · ESOP
Shamrock Trading Corporation ESOP Retirement Plan · $84M · 1,377 · 90th
- RANK $84M
- PHOTO 1,377
- IND 90th
- EOY ESOP
- 5500 near Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust
- ASSETS ind #2948
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 Kansas →
Shamrock Trading Corporation ESOP Retirement Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $15M |
| Employer EIN | 203564413 |
| Plan Effective Date | 2003-01-01 |
| 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 ESOP Plans in Kansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan $359M · 488
- Harcros Chemicals, Inc. Employee Stock Ownership Plan $296M · 549
- Mmc Corp Employee Stock Ownership Plan $240M · 754
- Globe Engineering Co Inc Employee Stock Ownership Plan and Trust $136M · 236
- Inland Truck Parts Company Employee Stock Ownership Plan and Trust $99M · 665
Shamrock Trading Corporation ESOP Retirement Plan's out-of-state ESOP peers by assets and headcount
Outside Kansas, the nearest ESOP by assets is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN ($84M); by covered participants it is The Haskell Company Employee Stock Ownership Plan in FL (1,374 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,377 participants); asset peers above are excluded.
- The Haskell Company Employee Stock Ownership Plan (FL) 1,374 · 3 off
- Ppl Employee Stock Ownership Plan (PA) 1,388 · 11 off
- Gray, Inc. Employee Stock Ownership Plan (KY) 1,362 · 15 off
- Starfish Holdings, Inc. Employee Stock Ownership Plan (AL) 1,360 · 17 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.