401(k) · DOL Form 5500 · 2024

Shamrock Trading Corporation 401(k) Plan

Data updated 2026-08-11

$122M
Total assets
2,329
Participants
92nd
Percentile by assets
$52,443
Avg per participant
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Official DOL plan name: Shamrock Trading Corporation 401(k) Profit Sharing Plan · Sponsored by Shamrock Trading Corporation · Kansas · Transportation & Warehousing

$122M in assets, 2,329 participants

Shamrock Trading Corporation's Shamrock Trading Corporation 401(k) Profit Sharing Plan reported $122M in total assets and 2,329 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #2,964 in Transportation & Warehousing (3,299 peers)

Coverage in Kansas

Shamrock Trading Corporation 401(k) Profit Sharing Plan covers 2,329 participants in Kansas, 6.5x the typical Kansas plan (state average ~360 per filing). Assets: $122M.

$122M
total plan assets (2024 EOY)
2,329
covered participants
92nd
percentile by assets (of 123,622 plans)
$52,443
avg assets per participant

Where Shamrock Trading Corporation 401(k) Profit Sharing Plan sits by total assets

Shamrock Trading Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$122,139,863 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shamrock Trading Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $94M in the plan year 2023 filing to $122M in the plan year 2024 filing.
  • Shamrock Trading Corporation 401(k) Profit Sharing Plan reported participants rose from 2,079 in the plan year 2023 filing to 2,329 in the plan year 2024 filing.
  • Shamrock Trading Corporation 401(k) Profit Sharing Plan reported net income rose from $26M in the plan year 2023 filing to $28M 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 360 participants across 1,174 plans. Shamrock Trading Corporation 401(k) Profit Sharing Plan reports 2,329 participants - 6.5x that state average ($122M EOY assets).

Kansas filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$122M
Net Income$28M
Employer EIN203564413
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shamrock Trading Corporation)

$100M$150M$200M$250M 202220232024 $138M $220M ▲ +59.6%
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 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shamrock Trading Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Shamrock Trading Cor…, Total assets ($B): 0.122139863 · Participants: 2329Shamrock Trading Cor…Koch Employees' Savi…, Total assets ($B): 4.337744163 · Participants: 11423Koch Employees' Savi…Performance Contract…, Total assets ($B): 3.582245863 · Participants: 1315Performance Contract…Black & Veatch Retir…, Total assets ($B): 3.040446983 · Participants: 7438Black & Veatch Retir…Garmin International…, Total assets ($B): 2.173466604 · Participants: 7082Garmin International…Spirit Aerosystems H…, Total assets ($B): 1.224530411 · Participants: 7736Spirit Aerosystems H…
Shamrock Trading Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Shamrock Trading Corporation 401(k) Prof… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shamrock Trading Corporation 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Shamrock Trading Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Shamrock Trading Corporation 401(k) Profit Sharing Plan grew sharply - up 29.8% during 2024, from $94M to $122M. Reported net income was $28M.
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 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shamrock Trading Corporation 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shamrock Trading Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiskars Group 401(k) Retirement Savings Plan in WI ($122M, 450 participants).

Next read for Shamrock Trading Corporation 401(k) Prof…

Filing takeaways

Ways to act on Shamrock Trading Corporation 401(k) Profit Sharing Plan's numbers.

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.