ESOP · DOL Form 5500 · 2023

Vernon Holding Company, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
15
Participants Small participant base
67th
Percentile by assets National rank
$984,543
Avg per participant High balance/head
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Official DOL plan name: Vernon Holding Company, Inc. Employee Stock Ownership Plan · Sponsored by Vernon Holding Company, Inc. · Texas · Wholesale Trade

$15M in assets, 15 participants

Vernon Holding Company, Inc.'s Vernon Holding Company, Inc. Employee Stock Ownership Plan reported $15M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,871 in Wholesale Trade (6,309 peers)

2023 asset change

Vernon Holding Company, Inc. Employee Stock Ownership Plan grew sharply 26.9% in 2023 ($12M → $15M) for 15 participants.

#3,871
in Wholesale Trade (6,309 peers)
+26.9%
assets growth YoY

Vernon Holding Company, Inc. Employee Stock Ownership Plan's outsized position by total assets

Vernon Holding Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,768,151 Top 33% higher than 67% of 127,068 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 2023

Vernon Holding Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vernon Holding Company, Inc. Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 461480753 · Vernon Holding Company, Inc. PY 2023 · ESOP

Vernon Holding Company, Inc. Employee Stock Ownership Plan · $15M · 15 · 67th

  • SCH $15M
  • EBSA 15
  • PART 67th
  • TYPE ESOP
  • NET near Metalcraft, Inc.Employee Stock Ownership Plan
  • BOOK ind #3871

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 Texas →

Vernon Holding Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Horner & Shifrin, Inc. Employee Stock Ownership PlanHorner & Shifrin, Inc. Emplo…$15MVernon Holding Company, Inc. Employee Stock Ownership PlanVernon Holding Company, Inc.…$15MMetalcraft, Inc.Employee Stock Ownership PlanMetalcraft, Inc.Employee Sto…$15MSoutheast Construction Products, Inc. Employee Stock Ownership PlanSoutheast Construction Produ…$15MKitware, Inc. Employee Ownership PlanKitware, Inc. Employee Owner…$15M
End-of-year total assets ($M) among Vernon Holding Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Vernon Holding Company, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Vernon Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 4.19650367876114% vs 2023
2024 filing year
$14.6M$14.8M$15M$15.2M$15.4M$15.6M 20232024 $14.8M $15.4M ▲ +4.2%
Year Plans Participants Total Assets
2023 1 15 $15M
2024 1 15 $15M

2023 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN461480753
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Vernon Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Vernon Holding Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014768151 · Participants: 15Vernon Holding Company, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Vernon Holding Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Vernon Holding Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Vernon Holding Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Metalcraft, Inc.Employee Stock Ownership Plan in IA ($15M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vernon Holding Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Vernon Holding Company, Inc. Employee Stock Ownership Plan grew sharply - up 26.9% during 2023, from $12M to $15M. Reported net income was $3M.
How have Vernon Holding Company, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Vernon Holding Company, Inc.'s sponsor-wide assets grew 4.2%, from $15M to $15M.
Which ESOP plans are similar in size to Vernon Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Metalcraft, Inc.Employee Stock Ownership Plan in IA ($15M, 104 participants).
Which ESOP plans cover a similar participant headcount to Vernon Holding Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461480753.

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.