401(k) · DOL Form 5500 · 2023

Shamrock Farms Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
80
Participants Small participant base
33rd
Percentile by assets National rank
$30,350
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shamrock Farms Company Profit Sharing Plan and Trust · Sponsored by Shamrock Farms Company · Arizona · Agriculture, Forestry & Fishing

$2M in assets, 80 participants

Shamrock Farms Company's Shamrock Farms Company Profit Sharing Plan and Trust reported $2M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #431 in Agriculture, Forestry & Fishing (1,288 peers)

2023 asset change

Shamrock Farms Company Profit Sharing Plan and Trust grew at a solid clip 12.1% in 2023 ($2M → $2M) for 80 participants.

#431
in Agriculture, Forestry & Fishing (1,288 peers)
+12.1%
assets growth YoY

Shamrock Farms Company Profit Sharing Plan and Trust among the smaller filed plans by assets

Shamrock Farms Company Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,427,963 33rd percentile higher than 33% 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 Farms Company Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Farms Company Profit Sharing Plan and Trust is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shamrock Farms Company Profit Sharing Plan and Trust reported net income rose from -$321K in the plan year 2022 filing to $262K in the plan year 2023 filing.
  • Shamrock Farms Company Profit Sharing Plan and Trust reported participants fell from 94 in the plan year 2022 filing to 80 in the plan year 2023 filing.
  • Shamrock Farms Company Profit Sharing Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860274102 · Shamrock Farms Company PY 2023 · 401(k)

Shamrock Farms Company Profit Sharing Plan and Trust · $2M · 80 · 33rd

  • EIN $2M
  • RANK 80
  • PHOTO 33rd
  • IND 401(k)
  • EOY near American Vision Group LLC Health and Dental Plan
  • 5500 ind #431

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arizona →

Shamrock Farms Company Profit Sharing Plan and Trust in the asset neighbourhood

Shamrock Farms Company Profit Sharing Plan and TrustShamrock Farms Company Profi…$2MAmerican Vision Group LLC Health and Dental PlanAmerican Vision Group LLC He…$2MWtca 401(k) Plan$2MMayer, Graff & Wallace, LLP Retirement Savings PlanMayer, Graff & Wallace, LLP …$2MPinnacle Ventures 401(k) Plan$2M
End-of-year total assets ($M) among Shamrock Farms Company Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shamrock Farms Company years around the 2023 move

Sponsor-wide plan assets over time

All Shamrock Farms Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.0542137389850428% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.17M $2.19M ▲ +0.9%
Year Plans Participants Total Assets
2022 1 94 $2M
2023 1 80 $2M
2024 1 88 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$262K
Employer EIN860274102
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Shamrock Farms Company Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Shamrock Farms Company Profit Sharing Plan and Trust, Total assets ($B): 0.002427963 · Participants: 80Shamrock Farms Company Profit Sharing 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 Farms Company Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Shamrock Farms Company Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is American Vision Group LLC Health and Dental Plan in FL ($2M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Farms Company Profit Sharing Plan and Trust assets move in 2023? ▼
Shamrock Farms Company Profit Sharing Plan and Trust grew at a solid clip - up 12.1% during 2023, from $2M to $2M. Reported net income was $262K.
How have Shamrock Farms Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shamrock Farms Company's sponsor-wide assets grew 1.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Shamrock Farms Company Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is American Vision Group LLC Health and Dental Plan in FL ($2M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Farms Company Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 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 860274102.

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.