ESOP · DOL Form 5500 · 2023
Shamrock Trading Corporation ESOP
Data updated 2026-08-11
- $84M
- Total assets
- 1,377
- Participants
- 90th
- Percentile by assets
- $61,113
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $84M
- total plan assets (2023 EOY)
- 1,377
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $61,113
- avg assets per participant
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.
Participants vs Kansas filers
In Kansas, the average filing covers about 360 participants across 1,174 plans. Shamrock Trading Corporation ESOP Retirement Plan reports 1,377 participants - 3.8x that state average ($84M EOY assets).
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)
| 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.
Shamrock Trading Corporation ESOP Retirement Plan vs. nearby ESOP plans in Kansas, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Shamrock Trading Corporation ESOP Retirement Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Shamrock Trading Corporation ESOP Retirement Plan's numbers.
- By total assets, Shamrock Trading Corporation ESOP Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Kansas. Compare plans
- Shamrock Trading Corporation's sponsor-wide assets have grown 59.6% since 2022 across 3 plan years on file. More Transportation & Warehousing plans