ESOP · DOL Form 5500 · 2024

Commerce Bancshares of Roswell, Inc ESOP

Data updated 2026-08-25

$28M
Total assets Below avg plan size
18
Participants Small participant base
76th
Percentile by assets National rank
$1.5M
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

$28M in assets, 18 participants

Commerce Bancshares of Roswell, Inc's Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan reported $28M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,374 in Finance & Insurance (8,549 peers)

Where Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan sits by assets

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $28M for 18 participants (~$1.5M/participant), up 45.3% in 2024.

#5,374
in Finance & Insurance (8,549 peers)
+45.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2024 · DOL Form 5500

$27,569,071 Top 24% higher than 76% of 123,620 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 2024

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

Plan-year 2024 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 (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan reported participants rose from 14 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742374017 · Commerce Bancshares of Roswell, Inc PY 2024 · ESOP

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan · $28M · 18 · 76th

  • RANK $28M
  • RANK 18
  • RANK 76th
  • RANK ESOP
  • RANK near Pinnacle Solutions, LLC Profit Sharing Plan
  • RANK ind #5374

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…$28MPinnacle Solutions, LLC Profit Sharing PlanPinnacle Solutions, LLC Prof…$28MFlooring Partners Employee Stock OwnershipFlooring Partners Employee S…$28MSyblon Reid Construction, Inc. Employee Stock Ownership PlanSyblon Reid Construction, In…$28MBen Tire Distributors, Ltd. Employee Stock Ownership PlanBen Tire Distributors, Ltd. …$28M
End-of-year total assets ($M) among Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$28M
Net Income$9M
Employer EIN742374017
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commerce Bancshares of Roswell, Inc)

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

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): 27.569071 · Participants: 18Commerce Bancshares of Roswell, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan of Applied Research Associates, Inc., Total assets ($M): 610.607866 · Participants: 2198Employee Stock Ownership Plan of Applied Research Associates, Inc.Ppic Employee Stock Ownership Plan, Total assets ($M): 49.01038 · Participants: 111Ppic Employee Stock Ownership PlanCitizens Bank Employee Stock Ownership and Retirement Savings Plan, Total assets ($M): 23.962536 · Participants: 90Citizens Bank Employee Stock Ownership and Retirement Savings PlanJack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.609312 · Participants: 118Jack B. Henderson Construction Company, Inc. Employee Stock Ownership PlanMesa Verde Enterprises Holdings, Inc. ESOP, Total assets ($M): 12.38 · Participants: 151Mesa Verde Enterprises Holdings, Inc. ESOP
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 Pinnacle Solutions, LLC Profit Sharing Plan in AL ($28M); by covered participants it is Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan surged - up 45.3% during 2024, from $19M to $28M. Reported net income was $9M.
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.
Where does Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
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 Pinnacle Solutions, LLC Profit Sharing Plan in AL ($28M, N/A 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 Aga Distribution Specialists, Inc. Employee Stock Ownership Plan in OR (18 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.