ESOP · DOL Form 5500 · 2024

Shamrock Bancshares, Inc. ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
77
Participants Small participant base
83rd
Percentile by assets National rank
$569,756
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #6,245 in Finance & Insurance (8,549 peers)

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.

#6,245
in Finance & Insurance (8,549 peers)
+8.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shamrock Bancshares Employee Stock Ownership Plan's outsized position by total assets

Shamrock Bancshares Employee Stock Ownership Plan vs every filed plan by assets

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

$43,871,177 Top 17% higher than 83% 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

Shamrock Bancshares 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. Shamrock Bancshares Employee Stock Ownership Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Plan-year Form 5500 strip

Filing strip 730957956 · Shamrock Bancshares, Inc. PY 2024 · ESOP

Shamrock Bancshares Employee Stock Ownership Plan · $44M · 77 · 83rd

  • BOY $44M
  • SCH 77
  • EBSA 83rd
  • PART ESOP
  • TYPE near Irr Supply Centers, Inc. Employee Stock Ownership Plan
  • NET ind #6245

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 Oklahoma →

Shamrock Bancshares Employee Stock Ownership Plan in the asset neighbourhood

Gcw Holdings, Inc. Employee Stock Ownership PlanGcw Holdings, Inc. Employee …$44MShamrock Bancshares Employee Stock Ownership PlanShamrock Bancshares Employee…$44MIrr Supply Centers, Inc. Employee Stock Ownership PlanIrr Supply Centers, Inc. Emp…$44MB & W Custom Truck Beds, Inc. Employee Stock Ownership PlanB & W Custom Truck Beds, Inc…$44MAci Employee Stock Ownership PlanAci Employee Stock Ownership…$44M
End-of-year total assets ($M) among Shamrock Bancshares Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$3M
Employer EIN730957956
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Bancshares, Inc.)

Sponsor-wide plan assets over time

All Shamrock Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 9.571023095663252% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $40M $43.9M ▲ +9.6%
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 Scatter plot of 6 data points. -5000500100015002000 0100200300400 Total assets ($M) Participants Shamrock Bancshares Employee Stock Ownership Plan, Total assets ($M): 43.871177 · Participants: 77Shamrock Bancshares Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Shamrock Bancshares Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Shamrock Bancshares Employee Stock Ownership Plan side-by-side with 3 peers →

Shamrock Bancshares Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY ($44M); by covered participants it is Cmg, Inc. in WI (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 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 123,622 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).
Which ESOP plans cover a similar participant headcount to Shamrock Bancshares Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cmg, Inc. in WI (77 participants, $189M 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 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.