ESOP · DOL Form 5500 · 2024
Commerce Bank and Trust Holding Company ESOP
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 171
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $173,106
- Avg per participant Above avg balance/head
Official DOL plan name: Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust · Sponsored by Commerce Bank and Trust Holding Company · Kansas · Finance & Insurance
$30M in assets, 171 participants
Commerce Bank and Trust Holding Company's Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust reported $30M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #5,505 in Finance & Insurance (8,549 peers)
Coverage in Kansas
Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust covers 171 participants in Kansas, about 47% of the average Kansas filer (state average ~360 per filing). Assets: $30M.
- #5,505
- in Finance & Insurance (8,549 peers)
- -10.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust's outsized position by total assets
Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,601,094 Top 23% higher than 77% 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 Bank and Trust Holding Company Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust reported net income fell from -$1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $33M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust reported participants fell from 175 in the plan year 2023 filing to 171 in the plan year 2024 filing.
DOL schedule card
Filing strip 480876926 · Commerce Bank and Trust Holding Company PY 2024 · ESOP
Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust · $30M · 171 · 77th
- 5500 $30M
- ASSETS 171
- PCT 77th
- EIN ESOP
- RANK near Berpl, Inc. Employee Stock Ownership Plan
- PHOTO ind #5505
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 Kansas →
Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$3M |
| Employer EIN | 480876926 |
| Plan Effective Date | 1976-02-10 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Commerce Bank and Trust Holding Company)
Sponsor-wide plan assets over time
All Commerce Bank and Trust Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 2.723153465668066% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 418 | $51M |
| 2023 | 2 | 415 | $54M |
| 2024 | 2 | 407 | $53M |
Nearby ESOP Plans in Kansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Harcros Chemicals, Inc. Employee Stock Ownership Plan $303M · 554
- Cerris, Inc. Employee Stock Ownership Plan $262M · 609
- Integra Technologies Employee Stock Ownership Plan $143M · 585
- Henderson Companies Employee Stock Ownership Plan $112M · 1,016
- Berkel & Company Contractors, Inc. Employee Stock Ownership Plan $106M · 418
Commerce Bank and Trust Holding Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Kansas, the nearest ESOP by assets is Berpl, Inc. Employee Stock Ownership Plan in OH ($30M); by covered participants it is Kitware, Inc. Employee Ownership Plan in NY (171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (171 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.