ESOP · DOL Form 5500 · 2022

Stockmens Bank ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
97
Participants Small participant base
30th
Percentile by assets National rank
$15,708
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stockmens Bank Employee Stock Ownership Plan and Trust · Sponsored by Stockmens Bank · Colorado · Finance & Insurance

$2M in assets, 97 participants

Stockmens Bank's Stockmens Bank Employee Stock Ownership Plan and Trust reported $2M in total assets and 97 participants in its 2022 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.

  • #1,865 in Finance & Insurance (9,261 peers)

Stockmens Bank multi-year trail

Stockmens Bank's plans moved +82.1% in assets from 2022 to 2024; this filing shows Stockmens Bank Employee Stock Ownership Plan and Trust at $2M / 97 participants.

#1,865
in Finance & Insurance (9,261 peers)
+230.5%
assets growth YoY

Stockmens Bank Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Stockmens Bank Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$1,523,671 30th percentile higher than 30% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Stockmens Bank Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stockmens Bank Employee Stock Ownership Plan and Trust is a small filing (97 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 470306960 · Stockmens Bank PY 2022 · ESOP

Stockmens Bank Employee Stock Ownership Plan and Trust · $2M · 97 · 30th

  • PCT $2M
  • EIN 97
  • RANK 30th
  • PHOTO ESOP
  • IND near Mutare, Inc. Employee Stock Ownership Plan
  • EOY ind #1865

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 What is an ESOP? → · Plans in Colorado →

Stockmens Bank Employee Stock Ownership Plan and Trust in the asset neighbourhood

Caron Engineering, Inc. Employee Stock Ownership PlanCaron Engineering, Inc. Empl…$2MArtifex Millwork, Inc. Employee Stock Ownership Plan and TrustArtifex Millwork, Inc. Emplo…$2MStockmens Bank Employee Stock Ownership Plan and TrustStockmens Bank Employee Stoc…$2MMutare, Inc. Employee Stock Ownership PlanMutare, Inc. Employee Stock …$2MPillar Group Holdings, Inc. Employee Stock Ownership PlanPillar Group Holdings, Inc. …$2M
End-of-year total assets ($M) among Stockmens Bank Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Stockmens Bank multi-year asset trail

Sponsor-wide plan assets over time

All Stockmens Bank plans reported in each filing year

Latest sponsor-wide plan assets
$3M 82.09324716425003% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.52M $2.77M ▲ +82.2%
Year Plans Participants Total Assets
2022 1 97 $2M
2023 1 83 $3M
2024 1 89 $3M

Stockmens Bank filing trail (2022)

Total Assets (Beginning of Year)$461K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN470306960
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Stockmens Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 -1000100200300400 Total assets ($M) Participants Stockmens Bank Employee Stock Ownership Plan and Trust, Total assets ($M): 1.523671 · Participants: 97Stockmens Bank Employee Stock Ownership Plan and TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Stockmens Bank Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Stockmens Bank Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Stockmens Bank Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Mutare, Inc. Employee Stock Ownership Plan in IL ($2M); by covered participants it is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stockmens Bank Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Stockmens Bank Employee Stock Ownership Plan and Trust surged - up 230.5% during 2022, from $461K to $2M. Reported net income was $1M.
How have Stockmens Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockmens Bank's sponsor-wide assets grew 82.1%, from $2M to $3M.
Which ESOP plans are similar in size to Stockmens Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Mutare, Inc. Employee Stock Ownership Plan in IL ($2M, 44 participants).
Which ESOP plans cover a similar participant headcount to Stockmens Bank Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Jones-Hamilton Co. Employee Stock Ownership Plan in OH (97 participants, $123M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470306960.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.