ESOP · DOL Form 5500 · 2022

Verde Holdings, Inc. ESOP

Data updated 2026-08-11

$340M
Total assets
486
Participants
97th
Percentile by assets
$699,006
Avg per participant
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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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$340M
total plan assets (2022 EOY)
486
covered participants
97th
percentile by assets (of 139,126 plans)
$699,006
avg assets per participant
State
Industry

Verde Holdings, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Verde Holdings, Inc. Employee Stock Ownership Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).

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.)

$380M$385M$390M$395M$400M$405M 202220232024 $385M $400M ▲ +4.1%
Total plan assets by year, all Verde Holdings, Inc. plans on file
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

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.…Sammons Enterprises,…Highland Homes Emplo…Cactus Feeders, Inc.…Austin Industries Em…Lja Engineering ESOP
Verde Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Verde Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

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Ways to act on Verde Holdings, Inc. Employee Stock Ownership Plan's numbers.