401(k) · DOL Form 5500 · 2024

Shamrock Cartage Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 319
Participants Below avg headcount: 27th
Percentile by assets National rank: $4,714
Avg per participant Low balance/head

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Official DOL plan name: Shamrock Cartage Inc 401(k) · Sponsored by Shamrock Cartage Inc · Illinois · Transportation & Warehousing

$2M in assets, 319 participants

Shamrock Cartage Inc's Shamrock Cartage Inc 401(k) reported $2M in total assets and 319 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#905 in Transportation & Warehousing (3,299 peers)

Coverage in Illinois

Shamrock Cartage Inc 401(k) covers 319 participants in Illinois, about 41% of the average Illinois filer (state average ~779 per filing). Assets: $2M.

#905
in Transportation & Warehousing (3,299 peers): +44.9%
assets growth YoY

Shamrock Cartage Inc 401(k) among the smaller filed plans by assets

Shamrock Cartage Inc 401(k) vs every filed plan by assets

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

$1,503,909 27th percentile higher than 27% 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 Cartage Inc 401(k) among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Cartage Inc 401(k) sits mid-pack in the medium band (319 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Shamrock Cartage Inc 401(k) reported net income rose from $256K in the plan year 2023 filing to $466K in the plan year 2024 filing.
Shamrock Cartage Inc 401(k) end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Shamrock Cartage Inc 401(k) reported participants rose from 282 in the plan year 2023 filing to 319 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 465289310 · Shamrock Cartage Inc PY 2024 · 401(k)

Shamrock Cartage Inc 401(k) · $2M · 319 · 27th

TYPE $2M
TYPE 319
TYPE 27th
TYPE 401(k)
TYPE near Advanced Coil Industries, Inc. 401(k) Plan
TYPE ind #905

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 Illinois →

End-of-year total assets ($M) among Shamrock Cartage Inc 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$466K
Employer EIN	465289310
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shamrock Cartage Inc)

Latest sponsor-wide plan assets: $2M 92.40848849125473% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,000	$782K
2023	1	282	$1M
2024	1	319	$2M

Nearby 401(k) Plans in Illinois

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

Shamrock Cartage Inc 401(k) vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Shamrock Cartage Inc 401(k) side-by-side with 3 peers →

Shamrock Cartage Inc 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Advanced Coil Industries, Inc. 401(k) Plan in OH ($2M); by covered participants it is Northern Clearing 401(k) Plan in WI (319 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Advanced Coil Industries, Inc. 401(k) Plan (OH) $2M · 1
Patient Guide Solutions 401(k) Retirement Plan (AR) $2M · 42
Mckenzie Holdings Inc. Retirement Plan (MD) $2M · 5
Brewster Ford Sales Inc. 401(k) Plan (NY) $2M · 32

Similar participant headcount

Nearest other-state filings by covered participants (319 participants); asset peers above are excluded.

Northern Clearing 401(k) Plan (WI) 319 · 0 off
American Refining Group, Inc. 401(k) Plan (PA) 319 · 0 off
Jamco Retirement Plan (WA) 319 · 0 off
Crc Industries, Inc. 401(k) Savings Plan (PA) 319 · 0 off

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 Cartage Inc 401(k) assets move in 2024? ▼

Shamrock Cartage Inc 401(k) surged - up 44.9% during 2024, from $1M to $2M. Reported net income was $466K.

How have Shamrock Cartage Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shamrock Cartage Inc's sponsor-wide assets grew 92.4%, from $782K to $2M.

Which 401(k) plans are similar in size to Shamrock Cartage Inc 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Advanced Coil Industries, Inc. 401(k) Plan in OH ($2M, 1 participant).

Which 401(k) plans cover a similar participant headcount to Shamrock Cartage Inc 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Northern Clearing 401(k) Plan in WI (319 participants, $26M 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 465289310.