401(k) · DOL Form 5500 · 2023

Shamrock Cartage Inc 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
282
Participants Below avg headcount
24th
Percentile by assets National rank
$3,680
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shamrock Cartage Inc 401(k) · Sponsored by Shamrock Cartage Inc · Illinois · Transportation & Warehousing

$1M in assets, 282 participants

Shamrock Cartage Inc's Shamrock Cartage Inc 401(k) reported $1M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #806 in Transportation & Warehousing (3,362 peers)

Coverage in Illinois

Shamrock Cartage Inc 401(k) covers 282 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $1M.

#806
in Transportation & Warehousing (3,362 peers)
+32.8%
assets growth YoY

Shamrock Cartage Inc 401(k) among the smaller filed plans by assets

Shamrock Cartage Inc 401(k) vs every filed plan by assets

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

$1,037,861 24th percentile higher than 24% 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 Cartage Inc 401(k) 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 Cartage Inc 401(k) sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shamrock Cartage Inc 401(k) reported net income rose from -$122K in the plan year 2022 filing to $256K in the plan year 2023 filing.
  • Shamrock Cartage Inc 401(k) reported participants fell from 1,000 in the plan year 2022 filing to 282 in the plan year 2023 filing.
  • Shamrock Cartage Inc 401(k) end-of-year assets rose from $782K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465289310 · Shamrock Cartage Inc PY 2023 · 401(k)

Shamrock Cartage Inc 401(k) · $1M · 282 · 24th

  • EIN $1M
  • RANK 282
  • PHOTO 24th
  • IND 401(k)
  • EOY near Asap Health Solutions, Inc. 401(k) Plan
  • 5500 ind #806

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 Illinois →

Shamrock Cartage Inc 401(k) in the asset neighbourhood

Shamrock Cartage Inc 401(k)$1MAsap Health Solutions, Inc. 401(k) PlanAsap Health Solutions, Inc. …$1MCo-Op 401(k) Plan$1MMerendino Contracting, Inc. Retirement PlanMerendino Contracting, Inc. …$1MEnvelope 1 Inc 401(k) Profit Sharing Plan & TrustEnvelope 1 Inc 401(k) Profit…$1M
End-of-year total assets ($M) among Shamrock Cartage Inc 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$782K
Net Assets (End of Year)$1M
Net Income$256K
Employer EIN465289310
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Cartage Inc)

Sponsor-wide plan assets over time

All Shamrock Cartage Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 92.40848849125473% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.78M $1.5M ▲ +92.3%
Year Plans Participants Total Assets
2022 1 1,000 $782K
2023 1 282 $1M
2024 1 319 $2M

Nearby 401(k) Plans in Illinois

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

Shamrock Cartage Inc 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Shamrock Cartage Inc 401(k), Total assets ($B): 0.001037861 · Participants: 282Shamrock Cartage Inc 401(k)Accenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Shamrock Cartage Inc 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Shamrock Cartage Inc 401(k) side-by-side with 3 peers →

Shamrock Cartage Inc 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Asap Health Solutions, Inc. 401(k) Plan in AZ ($1M); by covered participants it is The Arcticom Group, LLC 401(k) Plan in CA (282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Cartage Inc 401(k) assets move in 2023? ▼
Shamrock Cartage Inc 401(k) surged - up 32.8% during 2023, from $782K to $1M. Reported net income was $256K.
How have Shamrock Cartage Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Cartage Inc's sponsor-wide assets grew 92.4%, from $782K to $2M.
Where does Shamrock Cartage Inc 401(k) rank by assets among Form 5500 filers? ▼
Shamrock Cartage Inc 401(k) ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Shamrock Cartage Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Asap Health Solutions, Inc. 401(k) Plan in AZ ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Cartage Inc 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is The Arcticom Group, LLC 401(k) Plan in CA (282 participants, $10M 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 465289310.

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.