ESOP · DOL Form 5500 · 2024

Verde Holdings, Inc. ESOP

Data updated 2026-08-25

$336M
Total assets Above avg plan size
520
Participants Below avg headcount
96th
Percentile by assets National rank
$646,372
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

$336M in assets, 520 participants

Verde Holdings, Inc.'s Verde Holdings, Inc. Employee Stock Ownership Plan reported $336M in total assets and 520 participants in its 2024 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.

  • #5,917 in Wholesale Trade (6,080 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, $336M for 520 participants (~$646,372/participant), down 2.3% in 2024.

#5,917
in Wholesale Trade (6,080 peers)
-2.3%
assets change YoY
3.4×
vs typical plan assets (national mean)

The plan reported a net loss of $24M 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 2024 · DOL Form 5500

$336,113,360 Top 4% higher than 96% 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

Verde Holdings, Inc. Employee Stock Ownership Plan 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. Verde Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (520 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Verde Holdings, Inc. Employee Stock Ownership Plan reported net income fell from -$16M in the plan year 2023 filing to -$24M in the plan year 2024 filing.
  • Verde Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 482 in the plan year 2023 filing to 520 in the plan year 2024 filing.
  • Verde Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $344M in the plan year 2023 filing to $336M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760697864 · Verde Holdings, Inc. PY 2024 · ESOP

Verde Holdings, Inc. Employee Stock Ownership Plan · $336M · 520 · 96th

  • VS-ST $336M
  • VS-ST 520
  • VS-ST 96th
  • VS-ST ESOP
  • VS-ST near American Systems Corporation Employee Stock Ownership Plan
  • VS-ST ind #5917

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

Trinidad Benham Corp. Employee Stock Ownership PlanTrinidad Benham Corp. Employ…$341MAmerican Systems Corporation Employee Stock Ownership PlanAmerican Systems Corporation…$339MVerde Holdings, Inc. Employee Stock Ownership PlanVerde Holdings, Inc. Employe…$336MWausau Supply Company Employee Stock Ownership PlanWausau Supply Company Employ…$333MStellar Industries, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Emp…$331M
End-of-year total assets ($M) among Verde Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$344M
Net Assets (End of Year)$299M
Net Income-$24M
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. -20000200040006000800010000 -100102030 Total assets ($B) Participants Verde Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.33611336 · Participants: 520Verde Holdings, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, 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 American Systems Corporation Employee Stock Ownership Plan in VA ($339M); by covered participants it is Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV (519 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (520 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 Verde Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Verde Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 2.3% during 2024, from $344M to $336M. Reported net income was -$24M.
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 123,622 plans that reported assets for plan year 2024 (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 American Systems Corporation Employee Stock Ownership Plan in VA ($339M, 1,759 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 Rancho Mesquite Casino, Inc. Employee Stock Ownership Plan in NV (519 participants, $187M 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 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.