401(k) · DOL Form 5500 · 2024

Gaddie Shamrock, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
99
Participants Small participant base
42nd
Percentile by assets National rank
$52,087
Avg per participant Low balance/head
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Official DOL plan name: Gaddie Shamrock 401(k) Retirement Savings Plan · Sponsored by Gaddie Shamrock, LLC · Kentucky · Construction

$5M in assets, 99 participants

Gaddie Shamrock, LLC's Gaddie Shamrock 401(k) Retirement Savings Plan reported $5M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,712 in Construction (9,039 peers)

Gaddie Shamrock, LLC multi-year trail

Gaddie Shamrock, LLC's plans moved +34.3% in assets from 2022 to 2024; this filing shows Gaddie Shamrock 401(k) Retirement Savings Plan at $5M / 99 participants.

#3,712
in Construction (9,039 peers)
+12.7%
assets growth YoY

Gaddie Shamrock 401(k) Retirement Savings Plan's mid-pack asset rank among Construction and all filers

Gaddie Shamrock 401(k) Retirement Savings Plan vs every filed plan by assets

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

$5,156,587 42nd percentile higher than 42% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Gaddie Shamrock 401(k) Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gaddie Shamrock 401(k) Retirement Savings Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gaddie Shamrock 401(k) Retirement Savings Plan reported net income fell from $738K in the plan year 2023 filing to $579K in the plan year 2024 filing.
  • Gaddie Shamrock 401(k) Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Gaddie Shamrock 401(k) Retirement Savings Plan reported participants fell from 103 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 611002587 · Gaddie Shamrock, LLC PY 2024 · 401(k)

Gaddie Shamrock 401(k) Retirement Savings Plan · $5M · 99 · 42nd

  • PART $5M
  • TYPE 99
  • NET 42nd
  • BOOK 401(k)
  • VS-ST near Lane Enterprises, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3712

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 Construction retirement plans → · Plans in Kentucky →

Gaddie Shamrock 401(k) Retirement Savings Plan in the asset neighbourhood

Gaddie Shamrock 401(k) Retirement Savings PlanGaddie Shamrock 401(k) Retir…$5MLane Enterprises, Inc. 401(k) Profit Sharing PlanLane Enterprises, Inc. 401(k…$5MCore Clinical Management 401(k) PlanCore Clinical Management 401…$5MShoe Sensation, Inc. 401(k) PlanShoe Sensation, Inc. 401(k) …$5MRavenwood Mental Health Center 401(k) Profit Sharing Plan & TruRavenwood Mental Health Cent…$5M
End-of-year total assets ($M) among Gaddie Shamrock 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Gaddie Shamrock, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Gaddie Shamrock, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 34.315326379564304% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.84M $5.16M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 100 $4M
2023 1 103 $5M
2024 1 99 $5M

Gaddie Shamrock, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$579K
Employer EIN611002587
Plan Effective Date1988-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Gaddie Shamrock 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Gaddie Shamrock 401(k) Retirement Savings Plan, Total assets ($B): 0.005156587 · Participants: 99Gaddie Shamrock 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Gaddie Shamrock 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Gaddie Shamrock 401(k) Retirement Savings Plan side-by-side with 3 peers →

Gaddie Shamrock 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Lane Enterprises, Inc. 401(k) Profit Sharing Plan in KS ($5M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

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 Gaddie Shamrock 401(k) Retirement Savings Plan assets move in 2024? ▼
Gaddie Shamrock 401(k) Retirement Savings Plan grew at a solid clip - up 12.7% during 2024, from $5M to $5M. Reported net income was $579K.
How have Gaddie Shamrock, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gaddie Shamrock, LLC's sponsor-wide assets grew 34.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Gaddie Shamrock 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lane Enterprises, Inc. 401(k) Profit Sharing Plan in KS ($5M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Gaddie Shamrock 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 611002587.

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.