ESOP · DOL Form 5500 · 2023
Veros Financial Holdings, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 269
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $15,502
- Avg per participant Low balance/head
Official DOL plan name: Veros Financial Holdings, Inc. ESOP · Sponsored by Veros Financial Holdings, Inc. · California · Finance & Insurance
$4M in assets, 269 participants
Veros Financial Holdings, Inc.'s Veros Financial Holdings, Inc. ESOP reported $4M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #2,563 in Finance & Insurance (8,869 peers)
Coverage in California
Veros Financial Holdings, Inc. ESOP covers 269 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $4M.
- #2,563
- in Finance & Insurance (8,869 peers)
- $4M
- reported net income
Veros Financial Holdings, Inc. ESOP's mid-pack asset rank among Finance & Insurance and all filers
Veros Financial Holdings, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,170,000 41st percentile higher than 41% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Veros Financial Holdings, Inc. ESOP among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Veros Financial Holdings, Inc. ESOP sits mid-pack in the medium band (269 participants).
DOL schedule card
Filing strip 813656084 · Veros Financial Holdings, Inc. PY 2023 · ESOP
Veros Financial Holdings, Inc. ESOP · $4M · 269 · 41st
- RANK $4M
- RANK 269
- RANK 41st
- RANK ESOP
- RANK near Acme Foundry, Inc. Employees Stock Ownership Trust
- RANK ind #2563
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 California →
Veros Financial Holdings, Inc. ESOP in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $4M |
| Employer EIN | 813656084 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Veros Financial Holdings, Inc.)
Sponsor-wide plan assets over time
All Veros Financial Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 34.686474820143886% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 269 | $4M |
| 2024 | 1 | 264 | $6M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $3.8B · 7,871
- Acco Employee Stock Ownership Plan $1.4B · 1,397
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.1B · 1,700
- Agron, Inc. Employee Stock Ownership Plan $533M · 72
- Recology Employee Stock Ownership Plan $497M · 3,656
Veros Financial Holdings, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside California, the nearest ESOP by assets is Acme Foundry, Inc. Employees Stock Ownership Trust in KS ($4M); by covered participants it is Western State Agency, Inc. Employee Stock Ownership Plan and Trust in ND (269 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (269 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.