ESOP · DOL Form 5500 · 2023

Verde Holdings, Inc. ESOP

Data updated 2026-08-25

$344M
Total assets Above avg plan size
482
Participants Below avg headcount
96th
Percentile by assets National rank
$713,927
Avg per participant High balance/head
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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.

  • #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.

#6,157
in Wholesale Trade (6,309 peers)
+1.3%
assets growth YoY
3.5×
vs typical plan assets (national mean)

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.

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 2023 · DOL Form 5500

$344,112,660 Top 4% higher than 96% of 127,068 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 2023

Verde Holdings, Inc. Employee Stock Ownership Plan 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. Verde Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (482 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760697864 · Verde Holdings, Inc. PY 2023 · ESOP

Verde Holdings, Inc. Employee Stock Ownership Plan · $344M · 482 · 96th

  • RANK $344M
  • PHOTO 482
  • IND 96th
  • EOY ESOP
  • 5500 near The Gillette Company Employee Stock Ownership Plan
  • ASSETS ind #6157

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

The Resorts Companies, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. …$352MCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustCentral Moloney, Inc. Salari…$352MThe Gillette Company Employee Stock Ownership PlanThe Gillette Company Employe…$349MVerde Holdings, Inc. Employee Stock Ownership PlanVerde Holdings, Inc. Employe…$344MRli Corp. Employee Stock Ownership PlanRli Corp. Employee Stock Own…$337M
End-of-year total assets ($M) among Verde Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$340M
Net Assets (End of Year)$323M
Net Income-$16M
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. 010002000300040005000 -50510152025 Total assets ($B) Participants Verde Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.34411266 · Participants: 482Verde Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
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 The Gillette Company Employee Stock Ownership Plan in MA ($349M); by covered participants it is Clune Construction Company Employee Stock Ownership Plan in IL (483 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (482 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.

Frequently Asked Questions

How did Verde Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Verde Holdings, Inc. Employee Stock Ownership Plan edged up modestly - up 1.3% during 2023, from $340M to $344M. Reported net income was -$16M.
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 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 The Gillette Company Employee Stock Ownership Plan in MA ($349M, 174 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 Clune Construction Company Employee Stock Ownership Plan in IL (483 participants, $180M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.