Defined Benefit (Pension) · DOL Form 5500 · 2023
Shamrock Foods Company Pension Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 738
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $122,220
- Avg per participant Near avg balance/head
Official DOL plan name: Shamrock Foods Company Retirement Plan · Sponsored by Shamrock Foods Company · Arizona · Wholesale Trade
$90M in assets, 738 participants
Shamrock Foods Company's Shamrock Foods Company Retirement Plan reported $90M in total assets and 738 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #5,818 in Wholesale Trade (6,309 peers)
Where Shamrock Foods Company Retirement Plan sits by assets
Shamrock Foods Company Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 738 participants (~$122,220/participant), down 28.0% in 2023.
- #5,818
- in Wholesale Trade (6,309 peers)
- -28.0%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shamrock Foods Company Retirement Plan's outsized position by total assets
Shamrock Foods Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$90,198,385 Top 9% higher than 91% of 127,068 filed plans
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 Retirement 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. Shamrock Foods Company Retirement Plan sits mid-pack in the medium band (738 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shamrock Foods Company Retirement Plan reported net income fell from -$27M in the plan year 2022 filing to -$35M in the plan year 2023 filing.
- Shamrock Foods Company Retirement Plan end-of-year assets fell from $125M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- Shamrock Foods Company Retirement Plan reported participants fell from 817 in the plan year 2022 filing to 738 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 860209968 · Shamrock Foods Company PY 2023 · Defined Benefit (Pension)
Shamrock Foods Company Retirement Plan · $90M · 738 · 91st
- TYPE $90M
- TYPE 738
- TYPE 91st
- TYPE Defined Benefit (Pension)
- TYPE near Mayo Clinic Saint Marys Hospital Retirement Plan
- TYPE ind #5818
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 Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | -$35M |
| Employer EIN | 860209968 |
| Plan Effective Date | 1971-02-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,130 | $449M |
| 2023 | 2 | 5,618 | $483M |
| 2024 | 2 | 5,341 | $455M |
Nearby Defined Benefit (Pension) Plans in Arizona
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pinnacle West Capital Corporation Retirement Plan $3.3B · 5,824
- Salt River Project Employees' Retirement Plan $2.8B · 4,790
- Freeport Minerals Corporation Retirement Plan $1.4B · 2,597
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 19,139
- Avnet Pension Plan $501M · 2,483
Shamrock Foods Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Arizona, the nearest Defined Benefit (Pension) by assets is Mayo Clinic Saint Marys Hospital Retirement Plan in MN ($90M); by covered participants it is Pension Plan of the Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust Fund in FL (738 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Mayo Clinic Saint Marys Hospital Retirement Plan (MN) $90M · 1,246
- Maher Terminals LLC Pension Trust (NJ) $90M · 91
- Iron Workers Local #397 Pension Fund (TN) $90M · 566
- Spire Missouri West Retirement Income Plan (MO) $90M · 161
Similar participant headcount
Nearest other-state filings by covered participants (738 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.