ESOP · DOL Form 5500 · 2024

Stockmens Bank ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
89
Participants Small participant base
33rd
Percentile by assets National rank
$31,174
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, 89 participants

Stockmens Bank's Stockmens Bank Employee Stock Ownership Plan and Trust reported $3M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,840 in Finance & Insurance (8,549 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 / 89 participants.

#1,840
in Finance & Insurance (8,549 peers)
+3.6%
assets growth YoY

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,774,502 33rd percentile higher than 33% 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

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

Plan-year 2024 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 (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stockmens Bank Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $97K in the plan year 2024 filing.
  • Stockmens Bank Employee Stock Ownership Plan and Trust reported participants rose from 83 in the plan year 2023 filing to 89 in the plan year 2024 filing.
  • Stockmens Bank Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470306960 · Stockmens Bank PY 2024 · ESOP

Stockmens Bank Employee Stock Ownership Plan and Trust · $3M · 89 · 33rd

  • 5500 $3M
  • ASSETS 89
  • PCT 33rd
  • EIN ESOP
  • RANK near Sweatt Construction, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1840

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

Trial Behavior Consulting, Inc. Employee Stock Ownership PlanTrial Behavior Consulting, I…$3MMifflinburg Bank and Trust Company Employee Stock Ownership PlanMifflinburg Bank and Trust C…$3MWiring.Com, Inc. ESOP and TrustWiring.Com, Inc. ESOP and Tr…$3MStockmens Bank Employee Stock Ownership Plan and TrustStockmens Bank Employee Stoc…$3MSweatt Construction, Inc. Employee Stock Ownership PlanSweatt Construction, Inc. Em…$3M
End-of-year total assets ($M) among Stockmens Bank Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$97K
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 -2000200400600800 Total assets ($M) Participants Stockmens Bank Employee Stock Ownership Plan and Trust, Total assets ($M): 2.774502 · Participants: 89Stockmens Bank Employee Stock Ownership Plan and TrustAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules 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 Sweatt Construction, Inc. Employee Stock Ownership Plan in NM ($3M); by covered participants it is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Stockmens Bank Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Stockmens Bank Employee Stock Ownership Plan and Trust edged up modestly - up 3.6% during 2024, from $3M to $3M. Reported net income was $97K.
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 Sweatt Construction, Inc. Employee Stock Ownership Plan in NM ($3M, 88 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 Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (89 participants, $11M 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 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.