401(k) · DOL Form 5500 · 2023

Shamrock Home Loans, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
107
Participants Small participant base
46th
Percentile by assets National rank
$51,641
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shamrock Home Loans, Inc. 401(k) Plan · Sponsored by Shamrock Home Loans, Inc. · Rhode Island · Real Estate

$6M in assets, 107 participants

Shamrock Home Loans, Inc.'s Shamrock Home Loans, Inc. 401(k) Plan reported $6M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,106 in Real Estate (4,727 peers)

Coverage in Rhode Island

Shamrock Home Loans, Inc. 401(k) Plan covers 107 participants in Rhode Island, about 7% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $6M.

#3,106
in Real Estate (4,727 peers)
+13.6%
assets growth YoY

Shamrock Home Loans, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Shamrock Home Loans, Inc. 401(k) Plan vs every filed plan by assets

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

$5,525,556 46th percentile higher than 46% 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 Home Loans, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Home Loans, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shamrock Home Loans, Inc. 401(k) Plan reported net income rose from $411K in the plan year 2022 filing to $664K in the plan year 2023 filing.
  • Shamrock Home Loans, Inc. 401(k) Plan reported participants fell from 145 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Shamrock Home Loans, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050447801 · Shamrock Home Loans, Inc. PY 2023 · 401(k)

Shamrock Home Loans, Inc. 401(k) Plan · $6M · 107 · 46th

  • PCT $6M
  • PCT 107
  • PCT 46th
  • PCT 401(k)
  • PCT near Pro-Tec Fire Services, Inc. Retirement Savings Plan
  • PCT ind #3106

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 Real Estate retirement plans → · Plans in Rhode Island →

Shamrock Home Loans, Inc. 401(k) Plan in the asset neighbourhood

Shamrock Home Loans, Inc. 401(k) PlanShamrock Home Loans, Inc. 40…$6MPro-Tec Fire Services, Inc. Retirement Savings PlanPro-Tec Fire Services, Inc. …$6M403(b) Thrift Plan for Employees of the Arc of Carroll County, Inc.403(b) Thrift Plan for Emplo…$6MFlorida Institute for Long Term Care LLC 401(k) PlanFlorida Institute for Long T…$6MNew Hope Integrated Behavioral Health Care 401(k) Retirement PlanNew Hope Integrated Behavior…$6M
End-of-year total assets ($M) among Shamrock Home Loans, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$664K
Employer EIN050447801
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Home Loans, Inc.)

Sponsor-wide plan assets over time

All Shamrock Home Loans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 13.647682386176074% vs 2022
2023 filing year
$4.5M$5M$5.5M$6M 20222023 $4.86M $5.53M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 145 $5M
2023 1 107 $6M

Nearby 401(k) Plans in Rhode Island

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

Shamrock Home Loans, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Shamrock Home Loans, Inc. 401(k) Plan, Total assets ($B): 0.005525556 · Participants: 107Shamrock Home Loans, Inc. 401(k) PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Shamrock Home Loans, Inc. 401(k) Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Shamrock Home Loans, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Rhode Island, the nearest 401(k) by assets is Pro-Tec Fire Services, Inc. Retirement Savings Plan in WI ($6M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Home Loans, Inc. 401(k) Plan assets move in 2023? ▼
Shamrock Home Loans, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $5M to $6M. Reported net income was $664K.
How have Shamrock Home Loans, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shamrock Home Loans, Inc.'s sponsor-wide assets grew 13.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Shamrock Home Loans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pro-Tec Fire Services, Inc. Retirement Savings Plan in WI ($6M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Home Loans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A 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 050447801.

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.