401(k) · DOL Form 5500 · 2024
Shamrock Trading Corporation 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 2,329
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $52,443
- Avg per participant Low balance/head
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.
- #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.
- #2,964
- in Transportation & Warehousing (3,299 peers)
- +29.8%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Shamrock Trading Corporation 401(k) Profit Sharing Plan's outsized position 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
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 401(k) Profit Sharing 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 401(k) Profit Sharing Plan lands in the large band (2,329 participants).
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.
Plan-year Form 5500 strip
Filing strip 203564413 · Shamrock Trading Corporation PY 2024 · 401(k)
Shamrock Trading Corporation 401(k) Profit Sharing Plan · $122M · 2,329 · 92nd
- 5500 $122M
- 5500 2,329
- 5500 92nd
- 5500 401(k)
- 5500 near Fiskars Group 401(k) Retirement Savings Plan
- 5500 ind #2964
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 Transportation & Warehousing retirement plans → · Plans in Kansas →
Shamrock Trading Corporation 401(k) Profit Sharing Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $28M |
| Employer EIN | 203564413 |
| Plan Effective Date | 2002-01-01 |
| 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 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $4.3B · 11,423
- Performance Contracting Group, Inc. ESOP/401(k) Plan $3.6B · 1,315
- Black & Veatch Retirement Program $3.0B · 7,438
- Garmin International, Inc. Retirement Plan $2.2B · 7,082
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,736
Shamrock Trading Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Fiskars Group 401(k) Retirement Savings Plan in WI ($122M); by covered participants it is Adept Hr 401(k) in CA (2,329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Fiskars Group 401(k) Retirement Savings Plan (WI) $122M · 450
- Boone Health 401(k) (MO) $122M · N/A
- Helix Energy Solutions Group Inc. Employees' 401(k) Savings Plan (TX) $122M · 1,339
- Allient Incorporated 401(k) Tax Advantaged Investment Plan (NY) $122M · 929
Similar participant headcount
Nearest other-state filings by covered participants (2,329 participants); asset peers above are excluded.
- Adept Hr 401(k) (CA) 2,329 · 0 off
- Pathgroup 401(k) Savings Plan (TN) 2,329 · 0 off
- Tarkett 401(k) Plan (OH) 2,330 · 1 off
- The Shape Family of Companies Retirement Plan (MI) 2,328 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.