ESOP · DOL Form 5500 · 2023

Stockmens Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
83
Participants Small participant base
34th
Percentile by assets National rank
$32,261
Avg per participant Low balance/head
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Official DOL plan name: Stockmens Bank Employee Stock Ownership Plan and Trust · Sponsored by Stockmens Bank · Colorado · Finance & Insurance

$3M in assets, 83 participants

Stockmens Bank's Stockmens Bank Employee Stock Ownership Plan and Trust reported $3M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,096 in Finance & Insurance (8,869 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 $3M / 83 participants.

#2,096
in Finance & Insurance (8,869 peers)
+75.7%
assets growth YoY

Stockmens Bank Employee Stock Ownership Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,677,624 34th percentile higher than 34% 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

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

Plan-year 2023 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 (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stockmens Bank Employee Stock Ownership Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Stockmens Bank Employee Stock Ownership Plan and Trust reported participants fell from 97 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • Stockmens Bank Employee Stock Ownership Plan and Trust reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470306960 · Stockmens Bank PY 2023 · ESOP

Stockmens Bank Employee Stock Ownership Plan and Trust · $3M · 83 · 34th

  • BOOK $3M
  • BOOK 83
  • BOOK 34th
  • BOOK ESOP
  • BOOK near Rhoads Co. Employee Stock Ownership Plan
  • BOOK ind #2096

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

Stockmens Bank Employee Stock Ownership Plan and TrustStockmens Bank Employee Stoc…$3MRhoads Co. Employee Stock Ownership PlanRhoads Co. Employee Stock Ow…$3MSystems Connection of Maryland, Inc. Employee Stock Ownership PlanSystems Connection of Maryla…$3MMatrix Construction Services Employee Stock Ownership PlanMatrix Construction Services…$3MCollage Companies Employee Stock Ownership PlanCollage Companies Employee S…$3M
End-of-year total assets ($M) among Stockmens Bank Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
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 -1000100200300400500 Total assets ($M) Participants Stockmens Bank Employee Stock Ownership Plan and Trust, Total assets ($M): 2.677624 · Participants: 83Stockmens Bank Employee Stock Ownership Plan and TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, 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 Rhoads Co. Employee Stock Ownership Plan in NM ($3M); by covered participants it is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Stockmens Bank Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Stockmens Bank Employee Stock Ownership Plan and Trust surged - up 75.7% during 2023, from $2M to $3M. 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 Rhoads Co. Employee Stock Ownership Plan in NM ($3M, 29 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 Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants, $5M 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 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.