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
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
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.
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 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
| 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 EIN | 860274102 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Gana-A'yoo Limited 401(k) Retirement Plan (AK) 88 · 0 off
- Masters Building Solutions, Inc. 401(k) Plan (WI) 88 · 0 off
- Fashionphile Group, LLC 401(k) Plan (CA) 88 · 0 off
- Marketing by Design, LLC 401(k) Plan (MA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.