Other · DOL Form 5500 · 2024
Commercial Energy of Montana, Inc. Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $688,254
- 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
$22M in assets, 32 participants
Commercial Energy of Montana, Inc.'s Ceom Stock Bonus Plan and Trust reported $22M in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #269 in Utilities (732 peers)
Utilities sector rank
Within Utilities, Ceom Stock Bonus Plan and Trust ranks #269 of 732 2024 filers by assets (2438% of the sector average)-$22M for 32 participants.
- #269
- in Utilities (732 peers)
- +31.4%
- 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 2024 · DOL Form 5500
$22,024,143 Top 28% higher than 72% 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
Ceom Stock Bonus 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. Ceom Stock Bonus Plan and Trust is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ceom Stock Bonus Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Ceom Stock Bonus Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Ceom Stock Bonus Plan and Trust reported participants fell from 34 in the plan year 2023 filing to 32 in the plan year 2024 filing.
DOL schedule card
Filing strip 841413218 · Commercial Energy of Montana, Inc. PY 2024 · Other
Ceom Stock Bonus Plan and Trust · $22M · 32 · 72nd
- 5500 $22M
- 5500 32
- 5500 72nd
- 5500 Other
- 5500 near South Texas College of Law Houston 403(b) Plan
- 5500 ind #269
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) | $17M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $5M |
| 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 $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Ceom Stock Bonus Plan and Trust's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is South Texas College of Law Houston 403(b) Plan in TX ($22M); by covered participants it is Employee Benefit Plan of Kokua in WA (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- South Texas College of Law Houston 403(b) Plan (TX) $22M · 343
- St. Edward's School Defined Contribution Retirement Plan (FL) $22M · 164
- Winifred Masterson Burke Medical Research Institute 403(b) DC Plan (NY) $22M · 70
- 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. (OK) $22M · 625
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.
- Employee Benefit Plan of Kokua (WA) 32 · 0 off
- East Woods School Retirement Plan (NY) 32 · 0 off
- Regional Rehabilitation Center, Inc. 403(b) Thrift Plan (MS) 33 · 1 off
- American Ceramic Society Tax Deferred Account Plan (OH) 31 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.