VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
VERDE HOLDINGS, INC.
This Money Purchase plan holds $340M in total assets and serves 486 participants as of 2022. It is sponsored by VERDE HOLDINGS, INC. in Texas. The plan reported positive net income of $129M for the year.
What the Filing Says About VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Money Purchase retirement plan sponsored by VERDE HOLDINGS, INC., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $340M in total end-of-year assets and covers 486 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 760697864, and the plan has been effective since 1960-11-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $211M at the beginning of 2022 to $340M at year-end — a gain of 60.8%. Net assets (after liabilities) closed the year at $340M, with reported net income of $129M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $211M |
| Total Assets (End of Year) | $340M |
| Net Assets (End of Year) | $340M |
| Net Income | $129M |
| Plan Type | Money Purchase |
| Employer EIN | 760697864 |
| Plan Effective Date | 1960-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (VERDE HOLDINGS, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,004 | $385M |
| 2023 | 2 | 1,055 | $401M |
Nearby Money Purchase Plans in Texas
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- OCCIDENTAL PETROLEUM CORPORATION RETIREMENT PLAN $1.1B · 8,018
- ALCON RETIREMENT PLAN $974M · 9,494
- WILLIAM MARSH RICE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN $831M · 6,776
- APACHE CORPORATION MONEY PURCHASE RETIREMENT PLAN $245M · 1,452
- GREATER TEXAS IBEW NECA ANNUITY PLAN $146M · 1,683
Related Data
Guides
Frequently Asked Questions
How much money is in the VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
What type of plan is VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
Who sponsors the VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How did VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022? ▼
Where can I find official filings for VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How does VERDE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.