ESOP · DOL Form 5500 · 2024

Commerce Bancshares of Roswell, Inc ESOP

Data updated 2026-08-11

$28M
Total assets: 18
Participants: 76th
Percentile by assets: $1.5M
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

$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.

76th percentile by assets (of 123,622 plans)
#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.

$28M
total plan assets (2024 EOY): 18
covered participants: 76th
percentile by assets (of 123,622 plans): $1.5M
avg assets per participant

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

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 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 →

State

New Mexico

Industry

Finance & Insurance

Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Commerce Bancshares of Roswell, Inc. Employee Stock Ownership Plan outranks 76% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$28M
Net Income	$9M
Employer EIN	742374017
Plan Effective Date	1984-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Commerce Bancshares of Roswell, Inc)

Total plan assets by year, all Commerce Bancshares of Roswell, Inc plans on file

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

Employee Stock Ownership Plan of Applied Research Associates, Inc. $611M · 2,198
Ppic Employee Stock Ownership Plan $49M · 111
Citizens Bank Employee Stock Ownership and Retirement Savings Plan $24M · 90
Jack B. Henderson Construction Company, Inc. Employee Stock Ownership Plan $22M · 118
Mesa Verde Enterprises Holdings, Inc. ESOP $12M · 151

Compare Commerce Bancshares of Roswell, Inc. Emp… side-by-side with 3 peers →

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.

Pinnacle Solutions, LLC Profit Sharing Plan (AL) $28M · N/A
Flooring Partners Employee Stock Ownership (MD) $28M · 64
Syblon Reid Construction, Inc. Employee Stock Ownership Plan (CA) $28M · 58
Ben Tire Distributors, Ltd. Employee Stock Ownership Plan (IN) $28M · 212

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).

Next read for Commerce Bancshares of Roswell, Inc. Emp…

Scale reading

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 in the top quartile of all filed plans 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

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.