Shamrock Trading 401(k) and retirement plans

Shamrock Trading Corporation, Overland Park, KS. EIN 20-3564413. Annual reports 2009–2025.

Shamrock Trading Corporation has 2 active retirement plans on file. The largest is the Shamrock Trading Corporation 401(k) Profit Sharing Plan, with 3,210 participants and $157 million in assets in 2025. Merrill has been its recordkeeper since 2016. No traditional pension plan appears in Shamrock Trading's filings since 2009.

Active plans: 2
Participants: 5,164
Plan assets: $267 million
401(k) recordkeeper: Merrill
Plans on file: 2
Industry: Transportation and warehousing

All 2 plans

Active plans first

Shamrock Trading Corporation 401(k) Profit Sharing Plan

401(k)Active

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

Plan number: 001Employer EIN 20-3564413
Participants (2025): 3,210
Net assets (2025): $157 million
Recordkeeper: MerrillEarlier: Capital Group (American Funds) (2012–2015)
Plan administrator: Shamrock Trading Corporation
9300 Metcalf Ave.
Overland Park, KS 66212
(913) 310-1406As filed for 2025
In effect since: January 1, 2002

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	3,210	$157 million	Merrill
2024	2,846	$122 million	Merrill
2023	2,633	$94.1 million	Merrill
2022	2,290	$68.1 million	Merrill
2021	1,718	$67.0 million	Merrill
2020	1,174	$51.2 million	Merrill
2019	1,084	$39.6 million	Merrill
2018	834	$27.5 million	Merrill
2017	580	$24.9 million	Merrill
2016	425	$19.6 million	Merrill
2015	323	$16.1 million	Capital Group (American Funds)
2014	300	$15.4 million	Capital Group (American Funds)
2013	242	$12.6 million	Capital Group (American Funds)
2012	209	$8.9 million	Capital Group (American Funds)
2011	153	$6.3 million	not listed
2010	116	$5.6 million	not listed
2009	109	$4.4 million	not listed

Shamrock Trading Corporation Esop Retirement Plan

Employee stock ownership plan (ESOP)Active

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

Plan number: 002Employer EIN 20-3564413
Participants (2025): 1,954
Net assets (2025): $111 million
Plan administrator: Shamrock Trading Corporation
9300 Metcalf Ave.
Overland Park, KS 66212
(913) 492-7006As filed for 2025
In effect since: January 1, 2003

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,954	$111 million	not listed
2024	1,773	$97.9 million	not listed
2023	1,558	$84.2 million	not listed
2022	1,089	$69.8 million	not listed
2021	815	$47.2 million	not listed
2020	768	$31.0 million	not listed
2019	612	$24.5 million	not listed
2018	438	$18.7 million	not listed
2017	326	$13.2 million	not listed
2016	237	$11.3 million	not listed
2015	208	$9.3 million	not listed
2014	193	$8.7 million	not listed
2013	155	$6.7 million	not listed
2012	137	$5.7 million	not listed
2011	100	$4.6 million	not listed
2010	91	$3.2 million	not listed
2009	85	$2.3 million	not listed

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Shamrock Trading Corporation 401(k) Profit Sharing Plan. 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 ((913) 310-1406). That number was filed for 2025; ask for the benefits or retirement plan office.
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 Trading Corporation 401(k) Profit Sharing Plan

Shamrock Trading Corporation Esop Retirement Plan

If you had money in one of these plans

What these numbers are

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