ESOP · DOL Form 5500 · 2024

Veros Financial Holdings, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
264
Participants Below avg headcount
44th
Percentile by assets National rank
$21,274
Avg per participant Low balance/head
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Official DOL plan name: Veros Financial Holdings, Inc. ESOP · Sponsored by Veros Financial Holdings, Inc. · California · Finance & Insurance

$6M in assets, 264 participants

Veros Financial Holdings, Inc.'s Veros Financial Holdings, Inc. ESOP reported $6M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,561 in Finance & Insurance (8,549 peers)

Coverage in California

Veros Financial Holdings, Inc. ESOP covers 264 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $6M.

#2,561
in Finance & Insurance (8,549 peers)
+34.7%
assets growth YoY

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 2024 · DOL Form 5500

$5,616,426 44th percentile higher than 44% of 123,620 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 2024

Veros Financial Holdings, Inc. ESOP among mid-size filed plans by headcount

Plan-year 2024 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 (264 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Veros Financial Holdings, Inc. ESOP reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Veros Financial Holdings, Inc. ESOP end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Veros Financial Holdings, Inc. ESOP reported participants fell from 269 in the plan year 2023 filing to 264 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 813656084 · Veros Financial Holdings, Inc. PY 2024 · ESOP

Veros Financial Holdings, Inc. ESOP · $6M · 264 · 44th

  • EOY $6M
  • EOY 264
  • EOY 44th
  • EOY ESOP
  • EOY near Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan
  • EOY ind #2561

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

Veros Financial Holdings, Inc. ESOPVeros Financial Holdings, In…$6MSpecialty Equipment Sales Co. Employee Stock Ownership Plan and TrustSpecialty Equipment Sales Co…$6MBittersweet Turf Farms, Inc. Employee Stock Ownership PlanBittersweet Turf Farms, Inc.…$6MFifth District Savings Bank Employee Stock Ownership PlanFifth District Savings Bank …$6MCollege Pharmacy, Incorporated Employee Stock Ownership PlanCollege Pharmacy, Incorporat…$6M
End-of-year total assets ($M) among Veros Financial Holdings, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN813656084
Plan Effective Date2023-01-01
Filing StatusFILING 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
$4M$4.5M$5M$5.5M$6M 20232024 $4.17M $5.62M ▲ +34.8%
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.

Veros Financial Holdings, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Veros Financial Holdings, Inc. ESOP, Total assets ($B): 0.005616426 · Participants: 264Veros Financial Holdings, Inc. ESOPParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Veros Financial Holdings, Inc. ESOP vs. nearby ESOP plans in California, assets vs. participants
Compare Veros Financial Holdings, Inc. ESOP side-by-side with 3 peers →

Veros Financial Holdings, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan in CO ($6M); by covered participants it is Deschutes Brewery, Inc. Employee Stock Ownership Plan in OR (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Veros Financial Holdings, Inc. ESOP assets move in 2024? ▼
Veros Financial Holdings, Inc. ESOP surged - up 34.7% during 2024, from $4M to $6M. Reported net income was $1M.
How have Veros Financial Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Veros Financial Holdings, Inc.'s sponsor-wide assets grew 34.7%, from $4M to $6M.
Which ESOP plans are similar in size to Veros Financial Holdings, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Bittersweet Turf Farms, Inc. Employee Stock Ownership Plan in CO ($6M, 17 participants).
Which ESOP plans cover a similar participant headcount to Veros Financial Holdings, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Deschutes Brewery, Inc. Employee Stock Ownership Plan in OR (264 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813656084.

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.