ESOP · DOL Form 5500 · 2022

Commerce Bancshares of Roswell, Inc ESOP

Data updated 2026-08-11

$15M
Total assets
16
Participants
73rd
Percentile by assets
$947,825
Avg per participant
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Official DOL plan name: Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan · Sponsored by Commerce Bancshares of Roswell, Inc · New Mexico · Finance & Insurance

$15M in assets, 16 participants

Commerce Bancshares of Roswell, Inc's Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan reported $15M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 139,126 plans)
  • #5,345 in Finance & Insurance (9,261 peers)

Commerce Bancshares of Roswell, Inc multi-year trail

Commerce Bancshares of Roswell, Inc's plans moved +81.8% in assets from 2022 to 2024; this filing shows Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan at $15M / 16 participants.

$15M
total plan assets (2022 EOY)
16
covered participants
73rd
percentile by assets (of 139,126 plans)
$947,825
avg assets per participant

Where Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan sits by total assets

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,165,201 Top 27% higher than 73% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

Commerce Bancshares of Roswell, Inc across 3 plan years on file

Across the 3 plan years Commerce Bancshares of Roswell, Inc has on file (2022-2024), sponsor-wide plan assets have moved from $15M to $28M, a gain of 81.8%, while reported participants moved from 16 to 18 (+12.5%). Peak year by sponsor assets: 2024 ($28M); trough: 2022 ($15M).

Commerce Bancshares of Roswell, Inc multi-year asset trail

$10M$15M$20M$25M$30M 202220232024 $15.2M $27.6M ▲ +81.7%
Total plan assets by year, all Commerce Bancshares of Roswell, Inc plans on file
Year Plans Participants Total Assets
2022 1 16 $15M
2023 1 14 $19M
2024 1 18 $28M

Commerce Bancshares of Roswell, Inc filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN742374017
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Mexico

Peer ESOP plans, same state, same plan type, ranked by total assets.

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants Commerce Bancshares …Employee Stock Owner…Ppic Employee Stock …Citizens Bank Employ…Miller Engineers, In…Jack B. Henderson Co…
Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan assets move in 2022?
Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan surged - up 34.3% during 2022, from $11M to $15M. Reported net income was $4M.
How have Commerce Bancshares of Roswell, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Commerce Bancshares of Roswell, Inc's sponsor-wide assets grew 81.8%, from $15M to $28M.
Which ESOP plans are similar in size to Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Denbow Company ESOP in TX ($15M, 155 participants).

Next read for Commerce Bancshares of Roswell, Inc. Emp…

Multi-year trail

Ways to act on Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in New Mexico. Compare plans
  • Commerce Bancshares of Roswell, Inc's sponsor-wide assets have grown 81.8% since 2022 across 3 plan years on file. More Finance & Insurance plans