401(k) · DOL Form 5500 · 2023

Shamrock Foods Company 401(k) Plan

Data updated 2026-08-25

$393M
Total assets Above avg plan size
4,880
Participants Above avg headcount
97th
Percentile by assets National rank
$80,564
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,179
in Wholesale Trade (6,309 peers)
+21.3%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Shamrock Foods Company 401(k) Plan and Trust's outsized position by total assets

Shamrock Foods Company 401(k) Plan and Trust vs every filed plan by assets

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

$393,150,337 Top 3% higher than 97% 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 Foods Company 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Foods Company 401(k) Plan and Trust lands in the large band (4,880 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860209968 · Shamrock Foods Company PY 2023 · 401(k)

Shamrock Foods Company 401(k) Plan and Trust · $393M · 4,880 · 97th

  • BOOK $393M
  • VS-ST 4,880
  • BOY 97th
  • SCH 401(k)
  • EBSA near Pool Corporation 401(k) Plan
  • PART ind #6179

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 Wholesale Trade retirement plans → · Plans in Arizona →

Shamrock Foods Company 401(k) Plan and Trust in the asset neighbourhood

Gould Medical Group, Inc. 401(k) Profit Sharing PlanGould Medical Group, Inc. 40…$393MPool Corporation 401(k) Plan$393MShamrock Foods Company 401(k) Plan and TrustShamrock Foods Company 401(k…$393MVarsity Brands, LLC 401(k) Profit Sharing PlanVarsity Brands, LLC 401(k) P…$393MInternational Data Group, Inc. 401(k) and Profit Sharing PlanInternational Data Group, In…$393M
End-of-year total assets ($M) among Shamrock Foods Company 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$324M
Net Assets (End of Year)$393M
Net Income$69M
Employer EIN860209968
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Foods Company)

Sponsor-wide plan assets over time

All Shamrock Foods Company plans reported in each filing year

Latest sponsor-wide plan assets
$455M 1.1964903695590536% vs 2022
2024 filing year
$440M$460M$480M$500M 202220232024 $449M $455M ▲ +1.2%
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 Scatter plot of 6 data points. 0200004000060000 0246 Total assets ($B) Participants Shamrock Foods Company 401(k) Plan and Trust, Total assets ($B): 0.393150337 · Participants: 4880Shamrock Foods Company 401(k) Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Shamrock Foods Company 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Shamrock Foods Company 401(k) Plan and Trust side-by-side with 3 peers →

Shamrock Foods Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Pool Corporation 401(k) Plan in LA ($393M); by covered participants it is Octapharma Plasma, Inc. 401 K Plan in NC (4,880 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,880 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 Foods Company 401(k) Plan and Trust assets move in 2023? ▼
Shamrock Foods Company 401(k) Plan and Trust grew sharply - up 21.3% during 2023, from $324M to $393M. Reported net income was $69M.
How have Shamrock Foods Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Foods Company's sponsor-wide assets grew 1.2%, from $449M to $455M.
Where does Shamrock Foods Company 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Shamrock Foods Company 401(k) Plan and Trust ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Shamrock Foods Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pool Corporation 401(k) Plan in LA ($393M, 4,641 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Foods Company 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Octapharma Plasma, Inc. 401 K Plan in NC (4,880 participants, $84M 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 860209968.

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.