401(k) · DOL Form 5500 · 2023
Shamrock Foods Company 401(k) Plan
Data updated 2026-08-11
- $393M
- Total assets
- 4,880
- Participants
- 97th
- Percentile by assets
- $80,564
- Avg per participant
Official DOL plan name: Shamrock Foods Company 401(k) Plan and Trust · Sponsored by Shamrock Foods Company · Arizona · Wholesale Trade
$393M in assets, 4,880 participants
Shamrock Foods Company's Shamrock Foods Company 401(k) Plan and Trust reported $393M in total assets and 4,880 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #6,179 in Wholesale Trade (6,309 peers)
Coverage in Arizona
Shamrock Foods Company 401(k) Plan and Trust covers 4,880 participants in Arizona, 8.7x the typical Arizona plan (state average ~564 per filing). Assets: $393M.
- $393M
- total plan assets (2023 EOY)
- 4,880
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $80,564
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shamrock Foods Company 401(k) Plan and Trust reported net income rose from -$42M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- Shamrock Foods Company 401(k) Plan and Trust end-of-year assets rose from $324M in the plan year 2022 filing to $393M in the plan year 2023 filing.
- Shamrock Foods Company 401(k) Plan and Trust reported participants rose from 4,313 in the plan year 2022 filing to 4,880 in the plan year 2023 filing.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Shamrock Foods Company 401(k) Plan and Trust reports 4,880 participants - 8.7x that state average ($393M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $324M |
|---|---|
| Net Assets (End of Year) | $393M |
| Net Income | $69M |
| Employer EIN | 860209968 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shamrock Foods Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,130 | $449M |
| 2023 | 2 | 5,618 | $483M |
| 2024 | 2 | 5,341 | $455M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Shamrock Foods Company 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Shamrock Foods Company 401(k) Plan and Trust by total assets, not by location.
- Pool Corporation 401(k) Plan (LA) $393M · 4,641
- Varsity Brands, LLC 401(k) Profit Sharing Plan (TX) $393M · 6,779
- Gould Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $393M · 426
- International Data Group, Inc. 401(k) and Profit Sharing Plan (MA) $393M · 1,146
Frequently Asked Questions
How did Shamrock Foods Company 401(k) Plan and Trust assets move in 2023? ▼
How have Shamrock Foods Company plan assets changed over time? ▼
Where does Shamrock Foods Company 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Shamrock Foods Company 401(k) Plan and Trust? ▼
Next read for Shamrock Foods Company 401(k) Plan and T…
Filing takeaways
Ways to act on Shamrock Foods Company 401(k) Plan and Trust's numbers.
- By total assets, Shamrock Foods Company 401(k) Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Shamrock Foods Company's sponsor-wide assets have grown 1.2% since 2022 across 3 plan years on file. More Wholesale Trade plans