ESOP · DOL Form 5500 · 2022

Verde Holdings, Inc. ESOP

Data updated 2026-08-25

$340M
Total assets Above avg plan size
486
Participants Below avg headcount
97th
Percentile by assets National rank
$699,006
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Verde Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Verde Holdings, Inc. · Texas · Wholesale Trade

$340M in assets, 486 participants

Verde Holdings, Inc.'s Verde Holdings, Inc. Employee Stock Ownership Plan reported $340M in total assets and 486 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #6,716 in Wholesale Trade (6,843 peers)

Where Verde Holdings, Inc. Employee Stock Ownership Plan sits by assets

Verde Holdings, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $340M for 486 participants (~$699,006/participant), up 60.8% in 2022.

#6,716
in Wholesale Trade (6,843 peers)
+60.8%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Verde Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Verde Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$339,716,925 Top 3% higher than 97% of 139,123 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 2022

Verde Holdings, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Verde Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (486 participants).

Published 5500 schedule card

Filing strip 760697864 · Verde Holdings, Inc. PY 2022 · ESOP

Verde Holdings, Inc. Employee Stock Ownership Plan · $340M · 486 · 97th

  • RANK $340M
  • PHOTO 486
  • IND 97th
  • EOY ESOP
  • 5500 near Rli Corp. Employee Stock Ownership Plan
  • ASSETS ind #6716

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 →

Verde Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rli Corp. Employee Stock Ownership PlanRli Corp. Employee Stock Own…$342MVerde Holdings, Inc. Employee Stock Ownership PlanVerde Holdings, Inc. Employe…$340MCentral States Manufacturing, Inc. Employee Stock Ownership PlanCentral States Manufacturing…$337MForce America Inc. Employee Stock Ownership PlanForce America Inc. Employee …$333MJe Dunn Employee Stock Ownership Plan and TrustJe Dunn Employee Stock Owner…$332M
End-of-year total assets ($M) among Verde Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$211M
Net Assets (End of Year)$340M
Net Income$129M
Employer EIN760697864
Plan Effective Date1960-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Verde Holdings, Inc.)

Sponsor-wide plan assets over time

All Verde Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$400M 4.088449875146168% vs 2022
2024 filing year
$380M$385M$390M$395M$400M$405M 202220232024 $385M $400M ▲ +4.1%
Year Plans Participants Total Assets
2022 2 1,004 $385M
2023 2 1,055 $401M
2024 2 1,132 $400M

Nearby ESOP Plans in Texas

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

Verde Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. 0200040006000 -50510152025 Total assets ($B) Participants Verde Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.339716925 · Participants: 486Verde Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Verde Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Verde Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Verde Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Rli Corp. Employee Stock Ownership Plan in IL ($342M); by covered participants it is World Travel, Inc. Employee Stock Ownership Plan in PA (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Verde Holdings, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Verde Holdings, Inc. Employee Stock Ownership Plan surged - up 60.8% during 2022, from $211M to $340M. Reported net income was $129M.
How have Verde Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Verde Holdings, Inc.'s sponsor-wide assets grew 4.1%, from $385M to $400M.
Where does Verde Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Verde Holdings, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Verde Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rli Corp. Employee Stock Ownership Plan in IL ($342M, 826 participants).
Which ESOP plans cover a similar participant headcount to Verde Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is World Travel, Inc. Employee Stock Ownership Plan in PA (487 participants, $78M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760697864.

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.