Shamrock Foods 401(k) and pension plans

Shamrock Foods Company, Phoenix, AZ. EIN 86-0209968. Annual reports 2009–2025.

Shamrock Foods Company has one active retirement plan on file, the Shamrock Foods Company 401(k) Plan and Trust, with 7,886 participants and $531 million in assets in 2025. Fidelity has been its recordkeeper since 2009.

Active plans: 1
Participants: 7,886
Plan assets: $531 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Wholesale trade

All 2 plans

Active plans first

Shamrock Foods Company 401(k) Plan and Trust

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 005Employer EIN 86-0209968
Participants (2025): 7,886
Net assets (2025): $531 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Shamrock Foods Company
2425 E Camelback RD, Suite 300
Phoenix, AZ 85016
(602) 233-6401As filed for 2025
In effect since: January 1, 1991

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	7,886	$531 million	Fidelity
2024	7,955	$455 million	Fidelity
2023	7,147	$393 million	Fidelity
2022	6,875	$324 million	Fidelity
2021	6,101	$366 million	Fidelity
2020	5,412	$301 million	Fidelity
2019	5,782	$300 million	Fidelity
2018	5,074	$233 million	Fidelity
2017	5,187	$234 million	Fidelity
2016	4,312	$188 million	Fidelity
2015	4,206	$158 million	Fidelity
2014	3,734	$143 million	Fidelity
2013	3,371	$124 million	Fidelity
2012	3,210	$96.1 million	Fidelity
2011	3,126	$77.0 million	Fidelity
2010	2,995	$74.6 million	Fidelity
2009	2,869	$60.9 million	Fidelity

Shamrock Foods Company Retirement Plan

Pension (defined benefit), frozenClosed

Closed. The plan filed its final annual report for 2024, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 86-0209968
Participants (2023): 1,155
Net assets (2023): $90.2 million
Plan administrator: Shamrock Foods Company
3900 East Camelback Road, Suite 300
Phoenix, AZ 85018
(602) 233-6401As filed for 2024
In effect since: February 1, 1971

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$0	not listed
2023	1,155	$90.2 million	not listed
2022	2,086	$125 million	not listed
2021	2,101	$152 million	not listed
2020	2,287	$141 million	not listed
2019	2,304	$127 million	not listed
2018	2,422	$110 million	not listed
2017	2,726	$129 million	not listed
2016	2,764	$118 million	not listed
2015	3,216	$126 million	not listed
2014	3,281	$128 million	not listed
2013	4,015	$124 million	not listed
2012	4,033	$109 million	not listed
2011	4,144	$101 million	not listed
2010	4,028	$92.9 million	not listed
2009	3,902	$73.1 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Shamrock Foods Company 401(k) Plan and Trust. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((602) 233-6401). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Shamrock Foods Company 401(k) Plan and Trust

Shamrock Foods Company Retirement Plan

If you had money in one of these plans

What these numbers are

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