Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Commerce Bank
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 40 retirement plans with 100 or more participants reported paying Commerce Bank $5,000 or more. Those plans cover 109,926 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.5M. Per plan, the median was $57.71 per participant, with the middle half of plans between $12.42 and $117. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Missouri (26), Illinois (7) and Oklahoma (2).
In 2009 it appeared on 22 such filings; in 2024, 41. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.42 | $57.71 | $117 |
| Compensation as a share of plan net assets | 0.02% | 0.04% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Carpenters Pension Trust Fund of Kansas City | Carpenters Pension Trust Fund of Kansas City | MO | 13,466 | $1.45B | $89K |
| Burns & McDonnell, Inc. Employee Stock Ownership Plan | Burns & McDonnell, Inc. | MO | 11,995 | $5.46B | $702K |
| Annuity Fund of Operating Engineers Local 513 | Board of Trustees of Annuity Fund of Operating Engineers Local 513 | MO | 9,613 | $323M | $106K |
| UFCW Local 23 & Giant Eagle Pension Fund | Board of Trustees UFCW Local 23 & Giant Eagle Pension Fund | PA | 7,099 | $79.8M | $25K |
| Teamsters Negotiated Pension Plan | Teamsters Negotiated Pension Plan | MO | 6,694 | $712M | $148K |
| Local No. 1 IBEW Pension Benefit Trust Fund | Trustees of Local No. 1 Pension Benefit Trust Fund | MO | 5,891 | $1.88B | $86K |
| Pension Fund of Operating Engineers Local 513 | Board of Trustees of Pension Fund of Operating Engineers Local 513 | MO | 5,456 | $810M | $43K |
| Iron Workers St. Louis District Council Annuity Trust Fund | Board of Trustees of Iron Workers St. Louis District Council Annuity | MO | 5,260 | $410M | $138K |
| Iron Workers St. Louis District Council Pension Trust | Board of Trustees of Iron Workers St. Louis District Council Pension | MO | 5,242 | $712M | $68K |
| U.F.C.W. District Union Local Two & Employers Pension Fund | Trustees of U.F.C.W. District Union Local Two & Employers Pension Fund | FL | 5,241 | $192M | $23K |
| ST Louis Painters Pension Plan | The Board of Trustees C/o Rachel Allen, Plan Manager | MO | 3,881 | $605M | $27K |
| Electricians' Salary Deferral Plan of Local 1, Ibew- St. Louis Chapter Neca | BD of Trustees of Electricians' Salary Deferral Plan of Local 1 Ibew- | MO | 2,366 | $289M | $8,530 |
| Bac Local Union 15 Supplemental Plan | Board of Trustees Bac Local 15 Pension Fund | MO | 2,231 | $62.7M | $7,428 |
| Unite/here 74 Pension Trust Fund | Board of Trustees Unite/here Local 74 Pension Trust Fund | MO | 2,196 | $45.3M | $135K |
| Evergy, Inc. Joint Trusteed Retirement Plan | Evergy, Inc. | MO | 2,069 | $231M | $118K |
| Employers & Operating Engineers Local 520 Pension Fund | Employers & Operating Engineers Local 520 Pension Fund Board of Truste | IL | 2,029 | $327M | $111K |
| Employers and Laborers Local 100 & 397 Supplemental Annuity Plan | Employers and Laborers Local 100 & 397 Supplemental Annuity Plan | MO | 1,857 | $33.5M | $40K |
| Commerce Bancshares, Inc. Restated Retirement Plan | Commerce Bancshares, Inc. | MO | 1,820 | $87.0M | $206K |
| Laborers Local 231 Annuity Fund | Board of Trustees Laborers Local 231 Annuity Fund | IL | 1,798 | $40.6M | $13K |
| Bac Local Union 15 Pension Fund | Board of Trustees Bac Local 15 Pension Fund | MO | 1,672 | $146M | $45K |
| Local No 731 Excavators and Pavers Pension Trust Fund | Trustee of Excv & PVRS Local 731 Pension Trust Fund | IL | 1,614 | $207M | $43K |
| Kansas City Cement Masons Pension Fund | Board of Trustees of Kansas City Cement Masons Pension Fund | MO | 1,274 | $113M | $75K |
| Employers and Cement Masons Local 90 Pension Plan | Employers and Cement Masons Local 90 Pension Plan | IL | 1,273 | $77.3M | $78K |
| Laborers Local 231 Pension Plan | Board of Trustees Laborers Local 231 Pension Fund | IL | 1,184 | $126M | $35K |
| Bricklayers Union Local #1 of Missouri Supplemental Pension Plan | Joint Board of Trustees Bricklayers Local #1 Supplemental Pension Plan | MO | 1,119 | $99.2M | $230K |
| Employers and Laborers Locals 100 & 397 Pension Fund | Employers and Laborers Locals 100 & 397 Pension Fund | MO | 911 | $136M | $81K |
| Case & Associates Properties, Inc. 401(k) Plan | Case & Associates Properties, Inc. | OK | 690 | $27.0M | $4,694 |
| Echo Group, Inc. 401(k) Profit Sharing Plan | Echo Group, Inc. | IA | 673 | $62.4M | $111K |
| Sagenet 401(k) Plan | Sagenet LLC | OK | 647 | $69.4M | $82K |
| John Fitzgibbon Memorial Hospital Section 403(b) Retirement Plan | John Fitzgibbon Memorial Hospital Inc. | MO | 560 | $15.6M | $50K |
| Plumbers & Fitters Local 101 Restated Pension Plan | Board of Trustees of Plumbers & Fitters Local 101 Pension Plan | IL | 407 | $88.5M | $67K |
| First Federal Bank of Kansas City 401(k) Savings Plan | First Federal Bank | KS | 255 | $10.0M | $19K |
| Community Wholesale Tire 401(k) Plan | Community Wholesale Tire Distributing, Inc. | MO | 243 | $16.9M | $47K |
| Stanion Wholesale Electric Company, Inc. 401(k) Profit Sharing Plan | Stanion Wholesale Electric Company, Inc. | KS | 215 | $27.6M | $70K |
| Plumbers & Pipefitters Local No. 45 Retirement Savings Plan | Plumbers & Pipefitters Local NO.45 Union No. 45 Retirement Plan | MO | 195 | $12.2M | $34K |
| Plumbers and Pipefitters Local Union No. 45 Retirement Plan | Plumbers and Pipefitters Local Union No. 45 Retirement Plan | MO | 189 | $17.4M | $87K |
| First Federal Bank Retirement Plan | First Federal Bank | MO | 171 | $45.3M | $122K |
| Missouri Cardiovascular Specialists, LLP 401(k) Profit Sharing Plan | Missouri Cardiovascular Specialists, LLP | MO | 149 | $48.9M | $14K |
| First Illinois Bancorp., Inc. Profit Sharing 401(k) Plan and Trust | First Illinois Bancorp., Inc. | IL | 148 | $14.7M | $54K |
| Saint Joe Distributing 401(k) Plan | St. Joseph Tobacco Co., LLC DBA Saint Joe Distributing | MO | 133 | $2.8M | $12K |
Questions and answers
How many plans does Commerce Bank serve?
40 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Commerce Bank?
The median plan reported $57.71 per participant in direct and indirect compensation (40 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (20 plans), Custodial (securities) (12 plans), Investment advisory (plan) (10 plans) and Securities brokerage (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.