401(k) · DOL Form 5500 · 2023

Western Shamrock Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
402
Participants Below avg headcount
37th
Percentile by assets National rank
$8,180
Avg per participant Low balance/head
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Official DOL plan name: Western Shamrock Corporation 401(k) Plan · Sponsored by Western Shamrock Corporation · Texas · Finance & Insurance

$3M in assets, 402 participants

Western Shamrock Corporation's Western Shamrock Corporation 401(k) Plan reported $3M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,291 in Finance & Insurance (8,869 peers)

Western Shamrock Corporation multi-year trail

Western Shamrock Corporation's plans moved +26.1% in assets from 2022 to 2023; this filing shows Western Shamrock Corporation 401(k) Plan at $3M / 402 participants.

#2,291
in Finance & Insurance (8,869 peers)
+26.1%
assets growth YoY

Western Shamrock Corporation 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Western Shamrock Corporation 401(k) Plan vs every filed plan by assets

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

$3,288,283 37th percentile higher than 37% 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

Western Shamrock Corporation 401(k) 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. Western Shamrock Corporation 401(k) Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Shamrock Corporation 401(k) Plan reported net income rose from -$926K in the plan year 2022 filing to $681K in the plan year 2023 filing.
  • Western Shamrock Corporation 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Western Shamrock Corporation 401(k) Plan reported participants rose from 392 in the plan year 2022 filing to 402 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 752225967 · Western Shamrock Corporation PY 2023 · 401(k)

Western Shamrock Corporation 401(k) Plan · $3M · 402 · 37th

  • 5500 $3M
  • 5500 402
  • 5500 37th
  • 5500 401(k)
  • 5500 near Dynamic Transit Company 401(k) Profit Sharing Plan
  • 5500 ind #2291

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 Finance & Insurance retirement plans → · Plans in Texas →

Western Shamrock Corporation 401(k) Plan in the asset neighbourhood

Western Shamrock Corporation 401(k) PlanWestern Shamrock Corporation…$3MDynamic Transit Company 401(k) Profit Sharing PlanDynamic Transit Company 401(…$3MCaufield & James LLP 401(k) PlanCaufield & James LLP 401(k) …$3MSuccess Today Staffing, LLC 401(k) PlanSuccess Today Staffing, LLC …$3MMachine Building Specialties, Inc. Retirement TrustMachine Building Specialties…$3M
End-of-year total assets ($M) among Western Shamrock Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Western Shamrock Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Western Shamrock Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 26.09636491785652% vs 2022
2023 filing year
$2.5M$3M$3.5M 20222023 $2.61M $3.29M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 392 $3M
2023 2 830 $3M

Western Shamrock Corporation filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$681K
Employer EIN752225967
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Western Shamrock Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Western Shamrock Corporation 401(k) Plan, Total assets ($B): 0.003288283 · Participants: 402Western Shamrock Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Western Shamrock Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Western Shamrock Corporation 401(k) Plan side-by-side with 3 peers →

Western Shamrock Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dynamic Transit Company 401(k) Profit Sharing Plan in MO ($3M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Western Shamrock Corporation 401(k) Plan assets move in 2023? ▼
Western Shamrock Corporation 401(k) Plan grew sharply - up 26.1% during 2023, from $3M to $3M. Reported net income was $681K.
How have Western Shamrock Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Western Shamrock Corporation's sponsor-wide assets grew 26.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Western Shamrock Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dynamic Transit Company 401(k) Profit Sharing Plan in MO ($3M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Western Shamrock Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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 752225967.

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.