ESOP · DOL Form 5500 · 2023
Commerce Bancshares of Roswell, Inc ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 14
- Participants
- 72nd
- Percentile by assets
- $1.4M
- Avg per participant
Official DOL plan name: Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan · Sponsored by Commerce Bancshares of Roswell, Inc · New Mexico · Finance & Insurance
$19M in assets, 14 participants
Commerce Bancshares of Roswell, Inc's Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan reported $19M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- 72nd percentile by assets (of 127,072 plans)
- #5,139 in Finance & Insurance (8,869 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 $19M / 14 participants.
- $19M
- total plan assets (2023 EOY)
- 14
- covered participants
- 72nd
- percentile by assets (of 127,072 plans)
- $1.4M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $15M |
| 2023 | 1 | 14 | $19M |
| 2024 | 1 | 18 | $28M |
Commerce Bancshares of Roswell, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 742374017 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING 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
- Employee Stock Ownership Plan of Applied Research Associates, Inc. $606M · 1,981
- Ppic Employee Stock Ownership Plan $59M · 107
- Azurite Professional Community Employee Stock Ownership Plan $24M · 259
- Citizens Bank Employee Stock Ownership and Retirement Savings Plan $21M · 101
- Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $17M · 91
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
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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