ESOP · DOL Form 5500 · 2024

Shamrock Trading Corporation ESOP

Data updated 2026-07-24

$98M
Total assets: 1,803
Participants: 90th
Percentile by assets: $54,315
Avg per participant

Official DOL plan name: Shamrock Trading Corporation ESOP Retirement Plan · Sponsored by Shamrock Trading Corporation · Kansas · Transportation & Warehousing

$98M in assets, 1,803 participants

Shamrock Trading Corporation's Shamrock Trading Corporation ESOP Retirement Plan reported $98M in total assets and 1,803 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Coverage in Kansas

Shamrock Trading Corporation ESOP Retirement Plan covers 1,803 participants in Kansas, 5.0x the typical Kansas plan (state average ~359 per filing). Assets: $98M.

$98M
total plan assets (2024 EOY): 1,803
covered participants: 90th
percentile by assets (of 116,472 plans): $54,315
avg assets per participant

Shamrock Trading Corporation ESOP Retirement Plan reported participants rose from 1,377 in the plan year 2023 filing to 1,803 in the plan year 2024 filing.
Shamrock Trading Corporation ESOP Retirement Plan end-of-year assets rose from $84M in the plan year 2023 filing to $98M in the plan year 2024 filing.
Shamrock Trading Corporation ESOP Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Kansas

Industry

Transportation & Warehousing

Participants vs Kansas filers

In Kansas, the average filing covers about 359 participants across 1,129 plans. Shamrock Trading Corporation ESOP Retirement Plan reports 1,803 participants - 5.0x that state average ($98M EOY assets).

Kansas filing particulars

Total Assets (Beginning of Year)	$84M
Net Assets (End of Year)	$98M
Net Income	$14M
Employer EIN	203564413
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shamrock Trading Corporation)

Total plan assets by year, all Shamrock Trading Corporation plans on file

Year	Plans	Participants	Total Assets
2022	2	2,507	$138M
2023	2	3,456	$178M
2024	2	4,132	$220M

Nearby ESOP Plans in Kansas

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

Shamrock Trading Corporation ESOP Retirement Plan vs. nearby ESOP plans in Kansas, assets vs. participants

Harcros Chemicals, Inc. Employee Stock Ownership Plan $303M · 554
Cerris, Inc. Employee Stock Ownership Plan $262M · 609
Henderson Companies Employee Stock Ownership Plan $112M · 1,016
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan $106M · 418
Inland Truck Parts Company Employee Stock Ownership Plan and Trust $98M · 678

Compare Shamrock Trading Corporation ESOP Retire… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Shamrock Trading Corporation ESOP Retirement Plan by total assets, not by location.

All American Quality Foods Inc Employee Stock Ownership Plan (GA) $98M · 1,070
Frontier Precision, Inc Employee Stock Ownership Plan (ND) $98M · 89
Cfc ESOP (VT) $98M · 431
Hpm Building Supply Employee Stock Ownership Plan (HI) $97M · 436

Frequently Asked Questions

How did Shamrock Trading Corporation ESOP Retirement Plan assets move in 2024? ▼

Shamrock Trading Corporation ESOP Retirement Plan grew sharply - up 16.4% during 2024, from $84M to $98M. Reported net income was $14M.

How have Shamrock Trading Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shamrock Trading Corporation's sponsor-wide assets grew 59.6%, from $138M to $220M.

Where does Shamrock Trading Corporation ESOP Retirement Plan rank by assets among Form 5500 filers? ▼

Shamrock Trading Corporation ESOP Retirement Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Shamrock Trading Corporation ESOP Retirement Plan? ▼

Among ESOP plans in other states, the closest by assets is All American Quality Foods Inc Employee Stock Ownership Plan in GA ($98M, 1,070 participants).

Next read for Shamrock Trading Corporation ESOP Retire…

Filing takeaways

Ways to act on Shamrock Trading Corporation ESOP Retirement Plan's numbers.

By total assets, Shamrock Trading Corporation ESOP Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Kansas. Compare plans
Shamrock Trading Corporation's sponsor-wide assets have grown 59.6% since 2022 across 3 plan years on file. More Transportation & Warehousing 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 203564413.

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.