401(k) · DOL Form 5500 · 2024
Shamrock Foods Company 401(k) Plan
Data updated 2026-08-25
- $455M
- Total assets Above avg plan size
- 5,194
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $87,564
- Avg per participant Below avg balance/head
Official DOL plan name: Shamrock Foods Company 401(k) Plan and Trust · Sponsored by Shamrock Foods Company · Arizona · Wholesale Trade
$455M in assets, 5,194 participants
Shamrock Foods Company's Shamrock Foods Company 401(k) Plan and Trust reported $455M in total assets and 5,194 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #5,962 in Wholesale Trade (6,080 peers)
Coverage in Arizona
Shamrock Foods Company 401(k) Plan and Trust covers 5,194 participants in Arizona, 9.2x the typical Arizona plan (state average ~564 per filing). Assets: $455M.
- #5,962
- in Wholesale Trade (6,080 peers)
- +15.7%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Shamrock Foods Company 401(k) Plan and Trust's outsized position by total assets
Shamrock Foods Company 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$454,804,962 Top 3% higher than 97% 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 Foods Company 401(k) Plan and Trust'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 Foods Company 401(k) Plan and Trust lands in the large band (5,194 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shamrock Foods Company 401(k) Plan and Trust end-of-year assets rose from $393M in the plan year 2023 filing to $455M in the plan year 2024 filing.
- Shamrock Foods Company 401(k) Plan and Trust reported net income fell from $69M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Shamrock Foods Company 401(k) Plan and Trust reported participants rose from 4,880 in the plan year 2023 filing to 5,194 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 860209968 · Shamrock Foods Company PY 2024 · 401(k)
Shamrock Foods Company 401(k) Plan and Trust · $455M · 5,194 · 97th
- EIN $455M
- RANK 5,194
- PHOTO 97th
- IND 401(k)
- EOY near Fairview Health Services 403b Plan for Mna Employees
- 5500 ind #5962
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 Wholesale Trade retirement plans → · Plans in Arizona →
Shamrock Foods Company 401(k) Plan and Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $393M |
|---|---|
| Net Assets (End of Year) | $455M |
| Net Income | $62M |
| Employer EIN | 860209968 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shamrock Foods Company)
Sponsor-wide plan assets over time
All Shamrock Foods Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $455M 1.1964903695590536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,130 | $449M |
| 2023 | 2 | 5,618 | $483M |
| 2024 | 2 | 5,341 | $455M |
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
Scale composition for Shamrock Foods Company 401(k) Plan and Trust
Shamrock Foods Company 401(k) Plan and Trust reports $455M in end-of-year assets across 5,194 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $87,564 per participant (63% of the national average assets-per-participant) . Net income for plan year 2024 was $62M.
This plan identity (EIN 860209968, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $324M to $455M (+40.3%) while covered participants moved from 4,313 to 5,194 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,313 | $324M | Open filing |
| 2023 | 4,880 | $393M | Open filing |
| 2024 · index core | 5,194 | $455M | This page |
Shamrock Foods Company 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Fairview Health Services 403b Plan for Mna Employees in MN ($455M); by covered participants it is Tlc Retirement Savings Plan in FL (5,195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($455M here).
- Fairview Health Services 403b Plan for Mna Employees (MN) $455M · 4,101
- Matheson Tri-Gas, Inc. Savings Plan (NJ) $455M · 4,709
- Medica 401(k) Matched Savings Plan (MN) $455M · 2,726
- Ing Financial Services LLC 401(k) Savings Plan (NY) $455M · 633
Similar participant headcount
Nearest other-state filings by covered participants (5,194 participants); asset peers above are excluded.
- Tlc Retirement Savings Plan (FL) 5,195 · 1 off
- Privia Retirement Plan (VA) 5,196 · 2 off
- Prohealth Retirement Savings Plan (WI) 5,197 · 3 off
- Trane 401(k) and Thrift Plan (NC) 5,197 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.