ESOP · DOL Form 5500 · 2024
Shamrock Trading Corporation ESOP
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 1,803
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $54,315
- Avg per participant Low balance/head
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.
- #2,907 in Transportation & Warehousing (3,299 peers)
Coverage in Kansas
Shamrock Trading Corporation ESOP Retirement Plan covers 1,803 participants in Kansas, 5.0x the typical Kansas plan (state average ~360 per filing). Assets: $98M.
- #2,907
- in Transportation & Warehousing (3,299 peers)
- +16.4%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Shamrock Trading Corporation ESOP Retirement Plan's outsized position by total assets
Shamrock Trading Corporation ESOP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$97,930,550 Top 10% higher than 90% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shamrock Trading Corporation ESOP Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Trading Corporation ESOP Retirement Plan lands in the large band (1,803 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 203564413 · Shamrock Trading Corporation PY 2024 · ESOP
Shamrock Trading Corporation ESOP Retirement Plan · $98M · 1,803 · 90th
- IND $98M
- EOY 1,803
- 5500 90th
- ASSETS ESOP
- PCT near All American Quality Foods Inc Employee Stock Ownership Plan
- EIN ind #2907
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 Kansas →
Shamrock Trading Corporation ESOP Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Shamrock Trading Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $220M 59.586333883628505% vs 2022
- 2024 filing year
| 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.
- Harcros Chemicals, Inc. Employee Stock Ownership Plan $303M · 554
- Cerris, Inc. Employee Stock Ownership Plan $262M · 609
- Integra Technologies Employee Stock Ownership Plan $143M · 585
- Henderson Companies Employee Stock Ownership Plan $112M · 1,016
- Berkel & Company Contractors, Inc. Employee Stock Ownership Plan $106M · 418
Shamrock Trading Corporation ESOP Retirement Plan's out-of-state ESOP peers by assets and headcount
Outside Kansas, the nearest ESOP by assets is All American Quality Foods Inc Employee Stock Ownership Plan in GA ($98M); by covered participants it is Evapco, Inc. Employee Stock Ownership Plan in MD (1,803 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,803 participants); asset peers above are excluded.
- Evapco, Inc. Employee Stock Ownership Plan (MD) 1,803 · 0 off
- Olsson, Inc. Employee Stock Ownership Plan (NE) 1,806 · 3 off
- Lja Engineering, Inc. Employee Stock Ownership Plan (TX) 1,799 · 4 off
- The Resorts Companies, Inc. Employee Stock Ownership Plan (VA) 1,811 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.