ESOP · DOL Form 5500 · 2023
Verde Holdings, Inc. ESOP
Data updated 2026-08-11
- $344M
- Total assets
- 482
- Participants
- 96th
- Percentile by assets
- $713,927
- Avg per participant
Official DOL plan name: Verde Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Verde Holdings, Inc. · Texas · Wholesale Trade
$344M in assets, 482 participants
Verde Holdings, Inc.'s Verde Holdings, Inc. Employee Stock Ownership Plan reported $344M in total assets and 482 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #6,157 in Wholesale Trade (6,309 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, $344M for 482 participants (~$713,927/participant), up 1.3% in 2023.
- $344M
- total plan assets (2023 EOY)
- 482
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $713,927
- avg assets per participant
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Verde Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $129M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
- Verde Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $340M in the plan year 2022 filing to $344M in the plan year 2023 filing.
Verde Holdings, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Verde Holdings, Inc. Employee Stock Ownership Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $340M |
|---|---|
| Net Assets (End of Year) | $323M |
| Net Income | -$16M |
| 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 |
| 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
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
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
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Ways to act on Verde Holdings, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Verde Holdings, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Verde Holdings, Inc.'s sponsor-wide assets have grown 4.1% since 2022 across 3 plan years on file. More Wholesale Trade plans