Other · DOL Form 5500 · 2023
Commercial Energy of Montana, Inc. Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $493,040
- Avg per participant High balance/head
Official DOL plan name: Ceom Stock Bonus Plan and Trust · Sponsored by Commercial Energy of Montana, Inc. · California · Utilities
$17M in assets, 34 participants
Commercial Energy of Montana, Inc.'s Ceom Stock Bonus Plan and Trust reported $17M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #231 in Utilities (721 peers)
Utilities sector rank
Within Utilities, Ceom Stock Bonus Plan and Trust ranks #231 of 721 2023 filers by assets (3203% of the sector average)-$17M for 34 participants.
- #231
- in Utilities (721 peers)
- +63.7%
- assets growth YoY
Ceom Stock Bonus Plan and Trust's outsized position by total assets
Ceom Stock Bonus Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,763,352 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ceom Stock Bonus 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. Ceom Stock Bonus Plan and Trust is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ceom Stock Bonus Plan and Trust reported net income rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Ceom Stock Bonus Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $17M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 841413218 · Commercial Energy of Montana, Inc. PY 2023 · Other
Ceom Stock Bonus Plan and Trust · $17M · 34 · 69th
- PHOTO $17M
- PHOTO 34
- PHOTO 69th
- PHOTO Other
- PHOTO near Calumet College of Saint Joseph 403(b) DC Plan
- PHOTO ind #231
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 Utilities retirement plans → · Plans in California →
Ceom Stock Bonus Plan and Trust in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $7M |
| Employer EIN | 841413218 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Commercial Energy of Montana, Inc.)
Sponsor-wide plan assets over time
All Commercial Energy of Montana, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 115.09222957020411% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $10M |
| 2023 | 1 | 34 | $17M |
| 2024 | 1 | 32 | $22M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Ceom Stock Bonus Plan and Trust's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Calumet College of Saint Joseph 403(b) DC Plan in IN ($17M); by covered participants it is Macon East Academy Tax Sheltered 403(b) Plan in AL (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Calumet College of Saint Joseph 403(b) DC Plan (IN) $17M · 241
- Cumberland Healthcare 403(b) Plan (WI) $17M · 235
- Center for Energy and Environment Tax Deferred Annuity Plan (MN) $17M · 177
- Newark Academy Tda (NJ) $17M · 147
Similar participant headcount
Nearest other-state filings by covered participants (34 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.