401(k) · DOL Form 5500 · 2023

Gaddie Shamrock, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
103
Participants Small participant base
43rd
Percentile by assets National rank
$44,439
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gaddie Shamrock 401(k) Retirement Savings Plan · Sponsored by Gaddie Shamrock, LLC · Kentucky · Construction

$5M in assets, 103 participants

Gaddie Shamrock, LLC's Gaddie Shamrock 401(k) Retirement Savings Plan reported $5M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #3,648 in Construction (9,030 peers)

Coverage in Kentucky

Gaddie Shamrock 401(k) Retirement Savings Plan covers 103 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $5M.

#3,648
in Construction (9,030 peers)
+19.2%
assets growth YoY

Gaddie Shamrock 401(k) Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Gaddie Shamrock 401(k) Retirement Savings Plan vs every filed plan by assets

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

$4,577,250 43rd percentile higher than 43% 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

Gaddie Shamrock 401(k) Retirement Savings 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. Gaddie Shamrock 401(k) Retirement Savings Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gaddie Shamrock 401(k) Retirement Savings Plan reported net income rose from -$341K in the plan year 2022 filing to $738K in the plan year 2023 filing.
  • Gaddie Shamrock 401(k) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Gaddie Shamrock 401(k) Retirement Savings Plan reported participants rose from 100 in the plan year 2022 filing to 103 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611002587 · Gaddie Shamrock, LLC PY 2023 · 401(k)

Gaddie Shamrock 401(k) Retirement Savings Plan · $5M · 103 · 43rd

  • TYPE $5M
  • TYPE 103
  • TYPE 43rd
  • TYPE 401(k)
  • TYPE near Caring Hands Animal Hospital 401(k) Plan
  • TYPE ind #3648

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 Construction retirement plans → · Plans in Kentucky →

Gaddie Shamrock 401(k) Retirement Savings Plan in the asset neighbourhood

Gaddie Shamrock 401(k) Retirement Savings PlanGaddie Shamrock 401(k) Retir…$5MCaring Hands Animal Hospital 401(k) PlanCaring Hands Animal Hospital…$5MCaring Hands Animal Hospital 401(k) PlanCaring Hands Animal Hospital…$5MIfb 401(k) Plan$5MBartels Lutheran Home Retirement Community 401(k) PlanBartels Lutheran Home Retire…$5M
End-of-year total assets ($M) among Gaddie Shamrock 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$738K
Employer EIN611002587
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gaddie Shamrock, LLC)

Sponsor-wide plan assets over time

All Gaddie Shamrock, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.315326379564304% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.84M $5.16M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 100 $4M
2023 1 103 $5M
2024 1 99 $5M

Nearby 401(k) Plans in Kentucky

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

Gaddie Shamrock 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Gaddie Shamrock 401(k) Retirement Savings Plan, Total assets ($B): 0.00457725 · Participants: 103Gaddie Shamrock 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Gaddie Shamrock 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Gaddie Shamrock 401(k) Retirement Savings Plan side-by-side with 3 peers →

Gaddie Shamrock 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Caring Hands Animal Hospital 401(k) Plan in VA ($5M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Gaddie Shamrock 401(k) Retirement Savings Plan assets move in 2023? ▼
Gaddie Shamrock 401(k) Retirement Savings Plan grew sharply - up 19.2% during 2023, from $4M to $5M. Reported net income was $738K.
How have Gaddie Shamrock, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gaddie Shamrock, LLC's sponsor-wide assets grew 34.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Gaddie Shamrock 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caring Hands Animal Hospital 401(k) Plan in VA ($5M, 238 participants).
Which 401(k) plans cover a similar participant headcount to Gaddie Shamrock 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 611002587.

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.