ESOP · DOL Form 5500 · 2024

Shamrock Bancshares, Inc. ESOP

Data updated 2026-07-24

$44M
Total assets: 77
Participants: 83rd
Percentile by assets: $569,756
Avg per participant

Official DOL plan name: Shamrock Bancshares Employee Stock Ownership Plan · Sponsored by Shamrock Bancshares, Inc. · Oklahoma · Finance & Insurance

$44M in assets, 77 participants

Shamrock Bancshares, Inc.'s Shamrock Bancshares Employee Stock Ownership Plan reported $44M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

83rd percentile by assets (of 116,472 plans)

Where Shamrock Bancshares Employee Stock Ownership Plan sits by assets

Shamrock Bancshares Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $44M for 77 participants (~$569,756/participant), up 8.1% in 2024.

$44M
total plan assets (2024 EOY): 77
covered participants: 83rd
percentile by assets (of 116,472 plans): $569,756
avg assets per participant

Shamrock Bancshares Employee Stock Ownership Plan reported net income rose from $553K in the plan year 2023 filing to $3M in the plan year 2024 filing.
Shamrock Bancshares Employee Stock Ownership Plan end-of-year assets rose from $41M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Shamrock Bancshares Employee Stock Ownership Plan reported participants rose from 75 in the plan year 2023 filing to 77 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Oklahoma

Industry

Finance & Insurance

Shamrock Bancshares Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Shamrock Bancshares Employee Stock Ownership Plan outranks 83% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$41M
Net Assets (End of Year)	$44M
Net Income	$3M
Employer EIN	730957956
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shamrock Bancshares, Inc.)

Total plan assets by year, all Shamrock Bancshares, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	71	$40M
2023	1	75	$41M
2024	1	77	$44M

Nearby ESOP Plans in Oklahoma

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

Shamrock Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants

Locke Supply Co. Employee Stock Ownership Plan $293M · 1,287
Bancfirst Corporation Employee Stock Ownership Plan $159M · 1,860
Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $119M · 172
Chickasaw Telephone Company, Inc. Employees Stock Ownership Plan $81M · 54
The Cummins Construction Company, Inc. Employee Stock Ownership Plan $68M · 178

Compare Shamrock Bancshares Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Shamrock Bancshares Employee Stock Ownership Plan by total assets, not by location.

Irr Supply Centers, Inc. Employee Stock Ownership Plan (NY) $44M · 162
B & W Custom Truck Beds, Inc. Employee Stock Ownership Plan (KS) $44M · 450
Gcw Holdings, Inc. Employee Stock Ownership Plan (NV) $44M · 126
Infoverity, Inc. Employee Stock Ownership Plan (OH) $44M · 176

Frequently Asked Questions

How did Shamrock Bancshares Employee Stock Ownership Plan assets move in 2024? ▼

Shamrock Bancshares Employee Stock Ownership Plan grew at a solid clip - up 8.1% during 2024, from $41M to $44M. Reported net income was $3M.

How have Shamrock Bancshares, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shamrock Bancshares, Inc.'s sponsor-wide assets grew 9.6%, from $40M to $44M.

Where does Shamrock Bancshares Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Shamrock Bancshares Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Shamrock Bancshares Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY ($44M, 162 participants).

Next read for Shamrock Bancshares Employee Stock Owner…

Scale reading

Ways to act on Shamrock Bancshares Employee Stock Ownership Plan's numbers.

By total assets, Shamrock Bancshares Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Oklahoma. Compare plans
Shamrock Bancshares, Inc.'s sponsor-wide assets have grown 9.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 730957956.

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.