401(k) · DOL Form 5500 · 2024

Shamrock Farms Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
88
Participants Small participant base
30th
Percentile by assets National rank
$24,876
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shamrock Farms Company Profit Sharing Plan and Trust · Sponsored by Shamrock Farms Company · Arizona · Agriculture, Forestry & Fishing

$2M in assets, 88 participants

Shamrock Farms Company's Shamrock Farms Company Profit Sharing Plan and Trust reported $2M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #382 in Agriculture, Forestry & Fishing (1,217 peers)

2024 asset change

Shamrock Farms Company Profit Sharing Plan and Trust pulled back noticeably 9.8% in 2024 ($2M → $2M) for 88 participants.

#382
in Agriculture, Forestry & Fishing (1,217 peers)
-9.8%
assets change YoY

The plan reported a net loss of $239K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shamrock Farms Company Profit Sharing Plan and Trust among the smaller filed plans by assets

Shamrock Farms Company Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,189,096 30th percentile higher than 30% 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

Shamrock Farms Company Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shamrock Farms Company Profit Sharing Plan and Trust is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shamrock Farms Company Profit Sharing Plan and Trust reported net income fell from $262K in the plan year 2023 filing to -$239K in the plan year 2024 filing.
  • Shamrock Farms Company Profit Sharing Plan and Trust reported participants rose from 80 in the plan year 2023 filing to 88 in the plan year 2024 filing.
  • Shamrock Farms Company Profit Sharing Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 860274102 · Shamrock Farms Company PY 2024 · 401(k)

Shamrock Farms Company Profit Sharing Plan and Trust · $2M · 88 · 30th

  • ASSETS $2M
  • ASSETS 88
  • ASSETS 30th
  • ASSETS 401(k)
  • ASSETS near Yantic River Auto Supply Corp. 401(k) Plan
  • ASSETS ind #382

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Arizona →

Shamrock Farms Company Profit Sharing Plan and Trust in the asset neighbourhood

Shamrock Farms Company Profit Sharing Plan and TrustShamrock Farms Company Profi…$2MYantic River Auto Supply Corp. 401(k) PlanYantic River Auto Supply Cor…$2MPrimus Global Services 401(k) PlanPrimus Global Services 401(k…$2MJust Salad LLC 401(k) & Ps PlanJust Salad LLC 401(k) & Ps P…$2MHawaii Pacific Solar, LLC 401(k) Profit Sharing PlanHawaii Pacific Solar, LLC 40…$2M
End-of-year total assets ($M) among Shamrock Farms Company Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shamrock Farms Company years around the 2024 move

Sponsor-wide plan assets over time

All Shamrock Farms Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 1.0542137389850428% vs 2022
2024 filing year
$2.1M$2.2M$2.3M$2.4M$2.5M 202220232024 $2.17M $2.19M ▲ +0.9%
Year Plans Participants Total Assets
2022 1 94 $2M
2023 1 80 $2M
2024 1 88 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$239K
Employer EIN860274102
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Shamrock Farms Company Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Shamrock Farms Company Profit Sharing Plan and Trust, Total assets ($B): 0.002189096 · Participants: 88Shamrock Farms Company Profit Sharing Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Shamrock Farms Company Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants

Shamrock Farms Company Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Yantic River Auto Supply Corp. 401(k) Plan in CT ($2M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Shamrock Farms Company Profit Sharing Plan and Trust assets move in 2024?
Shamrock Farms Company Profit Sharing Plan and Trust pulled back noticeably - down 9.8% during 2024, from $2M to $2M. Reported net income was -$239K.
How have Shamrock Farms Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Shamrock Farms Company's sponsor-wide assets grew 1.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Shamrock Farms Company Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Yantic River Auto Supply Corp. 401(k) Plan in CT ($2M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Shamrock Farms Company Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants, $2M in assets).