ESOP · DOL Form 5500 · 2023

Commerce Bancshares of Roswell, Inc ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
14
Participants Small participant base
72nd
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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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

$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.

  • #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.

#5,139
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan's outsized position 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 2023 · DOL Form 5500

$18,971,857 Top 28% higher than 72% of 127,068 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 2023

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan is a small filing (14 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742374017 · Commerce Bancshares of Roswell, Inc PY 2023 · ESOP

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan · $19M · 14 · 72nd

  • NET $19M
  • BOOK 14
  • VS-ST 72nd
  • BOY ESOP
  • SCH near Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust
  • EBSA ind #5139

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 New Mexico →

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanCommerce Bancshares of Roswe…$19MMathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and TrustMathtech Holding Corp. & Aff…$19MM.B. Herzog Electric, Inc. Employee Stock Ownership PlanM.B. Herzog Electric, Inc. E…$19MManar Employee Stock Ownership PlanManar Employee Stock Ownersh…$19MTbm Consulting Group, Inc. Employee Stock Ownership PlanTbm Consulting Group, Inc. E…$19M
End-of-year total assets ($M) among Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Commerce Bancshares of Roswell, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Commerce Bancshares of Roswell, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$28M 81.79166237229563% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $15.2M $27.6M ▲ +81.7%
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 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 Scatter plot of 6 data points. -50005001000150020002500 -2000200400600800 Total assets ($M) Participants Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan, Total assets ($M): 18.971857 · Participants: 14Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 605.825813 · Participants: 1981Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 58.69174 · Participants: 107Ppic Employee Stock Ownership PlanAzurite Professional Community Employee Stock Ownership Plan, Total assets ($M): 23.538133 · Participants: 259Azurite Professional Community Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 21.320873 · Participants: 101Citizens Bank Employee Stock Ownership and Retirement Savings PlanJack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 16.98282 · Participants: 91Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan
Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New Mexico, assets vs. participants
Compare Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Mexico, the nearest ESOP by assets is Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust in VA ($19M); by covered participants it is Eureka Homestead ESOP in LA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan grew sharply - up 25.1% during 2023, from $15M to $19M. 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 Mathtech Holding Corp. & Affiliates Employee Stock Ownership Plan and Trust in VA ($19M, 49 participants).
Which ESOP plans cover a similar participant headcount to Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eureka Homestead ESOP in LA (14 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742374017.

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.