ESOP · DOL Form 5500 · 2024

The Shamrock Companies, Inc. ESOP

Data updated 2026-08-25

$225K
Total assets Small plan by assets
98
Participants Small participant base
11th
Percentile by assets National rank
$2,296
Avg per participant Low balance/head
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Official DOL plan name: The Shamrock Companies, Inc. Employee Stock Ownership Plan · Sponsored by The Shamrock Companies, Inc. · Ohio · Manufacturing

$225K in assets, 98 participants

The Shamrock Companies, Inc.'s The Shamrock Companies, Inc. Employee Stock Ownership Plan reported $225K in total assets and 98 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #744 in Manufacturing (17,777 peers)

The Shamrock Companies, Inc. multi-year trail

The Shamrock Companies, Inc.'s plans moved -98.6% in assets from 2022 to 2024; this filing shows The Shamrock Companies, Inc. Employee Stock Ownership Plan at $225K / 98 participants.

#744
in Manufacturing (17,777 peers)
-$151K
reported net income

The plan reported a net loss of $151K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Shamrock Companies, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

The Shamrock Companies, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$225,000 11th percentile higher than 11% of 123,620 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 2024

The Shamrock Companies, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shamrock Companies, Inc. Employee Stock Ownership Plan is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 341609149 · The Shamrock Companies, Inc. PY 2024 · ESOP

The Shamrock Companies, Inc. Employee Stock Ownership Plan · $225K · 98 · 11th

  • ASSETS $225K
  • ASSETS 98
  • ASSETS 11th
  • ASSETS ESOP
  • ASSETS near Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan
  • ASSETS ind #744

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 What is an ESOP? → · Plans in Ohio →

The Shamrock Companies, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Shamrock Companies, Inc. Employee Stock Ownership PlanThe Shamrock Companies, Inc.…$225KAnbe, Aruga & Ishizu, Architects, Inc. Employee Stock Ownership PlanAnbe, Aruga & Ishizu, Archit…$226KThea Holdings Employee Stock Ownership PlanThea Holdings Employee Stock…$228KAlpha-Omega Training and Compliance, Inc. Employee Stock Ownership PlanAlpha-Omega Training and Com…$224KZugara Inc. Employee Stock Ownership PlanZugara Inc. Employee Stock O…$221K
End-of-year total assets ($M) among The Shamrock Companies, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Shamrock Companies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Shamrock Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$225K 98.58125395081365% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 20222024 $15.9M $0.23M ▼ -98.5%
Year Plans Participants Total Assets
2022 1 96 $16M
2024 1 98 $225K

The Shamrock Companies, Inc. filing trail (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$151K
Net Income-$151K
Employer EIN341609149
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Shamrock Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants The Shamrock Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000225 · Participants: 98The Shamrock Companies, Inc. Employee Stock Ownership PlanProcter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan, Total assets ($B): 21.965382968 · Participants: 33639Procter & Gamble Profit Sharing Trust & Employee Stock Ownership PlanThe Garland Industries, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 2.007916491 · Participants: 1118The Garland Industries, Inc. Employee Stock Ownership Plan & TrustMesser Inc. Employee Stock Ownership Plan, Total assets ($B): 0.695889558 · Participants: 903Messer Inc. Employee Stock Ownership PlanGreat Lakes Cheese Co., Inc. Employee Stock Ownership Plan, Total assets ($B): 0.501664561 · Participants: 4264Great Lakes Cheese Co., Inc. Employee Stock Ownership PlanCleveland Steel Container Corporation Employee Stock Ownership Plan, Total assets ($B): 0.485460635 · Participants: 415Cleveland Steel Container Corporation Employee Stock Ownership Plan
The Shamrock Companies, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare The Shamrock Companies, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Shamrock Companies, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Ohio, the nearest ESOP by assets is Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan in FL ($224K); by covered participants it is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have The Shamrock Companies, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), The Shamrock Companies, Inc.'s sponsor-wide assets declined 98.6%, from $16M to $225K.
Where does The Shamrock Companies, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Shamrock Companies, Inc. Employee Stock Ownership Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Shamrock Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan in FL ($224K, 52 participants).
Which ESOP plans cover a similar participant headcount to The Shamrock Companies, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mainstay Technologies, Inc. Employee Stock Ownership Plan in NH (98 participants, $250K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341609149.

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.