Defined Benefit (Pension) · DOL Form 5500 · 2024
Shamrock Foods Company Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 147
- Participants Small participant base
Official DOL plan name: Shamrock Foods Company Retirement Plan · Sponsored by Shamrock Foods Company · Arizona · Wholesale Trade
N/A in assets, 147 participants
Shamrock Foods Company's Shamrock Foods Company Retirement Plan reported N/A in total assets and 147 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Arizona
Shamrock Foods Company Retirement Plan covers 147 participants in Arizona, about 26% of the average Arizona filer (state average ~564 per filing). Assets: N/A.
- -$90M
- reported net income
The plan reported a net loss of $90M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shamrock Foods Company Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 (147 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shamrock Foods Company Retirement Plan reported net income fell from -$35M in the plan year 2023 filing to -$90M in the plan year 2024 filing.
- Shamrock Foods Company Retirement Plan reported participants fell from 738 in the plan year 2023 filing to 147 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860209968 · Shamrock Foods Company PY 2024 · Defined Benefit (Pension)
Shamrock Foods Company Retirement Plan · N/A · 147
- EIN N/A
- RANK 147
- PHOTO PY 2024
- IND Defined Benefit (Pension)
- EOY near United Construction Workers Pension Fund
- 5500 -$90M
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 →
Arizona filing particulars
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$90M |
| 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 $3.1B · 6,044
- Salt River Project Employees' Retirement Plan $2.9B · 4,989
- Desert States Employers & Ufcw Unions Pension Plan $1.0B · 24,099
- Avnet Pension Plan $472M · 2,732
- Arizona Pipe Trades Pension Plan $419M · 2,281
Shamrock Foods Company Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Arizona, the nearest Defined Benefit (Pension) by covered participants is United Construction Workers Pension Fund in MN (147 participants; this filing: 147 participants).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- United Construction Workers Pension Fund (MN) 147 · 0 off
- Duncan Employees Security Plan (IN) 147 · 0 off
- Tamarack Management Inc. Pension Plan (MT) 147 · 0 off
- Senior Operations LLC Retirement Plan (IL) 147 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.