401(k) · DOL Form 5500 · 2024

Verde Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
612
Participants Below avg headcount
87th
Percentile by assets National rank
$104,992
Avg per participant Below avg balance/head
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Official DOL plan name: Verde Holdings, Inc. 401(k) Plan · Sponsored by Verde Holdings, Inc. · Texas · Wholesale Trade

$64M in assets, 612 participants

Verde Holdings, Inc.'s Verde Holdings, Inc. 401(k) Plan reported $64M in total assets and 612 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,353 in Wholesale Trade (6,080 peers)

Where Verde Holdings, Inc. 401(k) Plan sits by assets

Verde Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 612 participants (~$104,992/participant), up 13.2% in 2024.

#5,353
in Wholesale Trade (6,080 peers)
+13.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Verde Holdings, Inc. 401(k) Plan's outsized position by total assets

Verde Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$64,255,137 Top 13% higher than 87% 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. 401(k) 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. 401(k) Plan sits mid-pack in the medium band (612 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Verde Holdings, Inc. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Verde Holdings, Inc. 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Verde Holdings, Inc. 401(k) Plan reported participants rose from 573 in the plan year 2023 filing to 612 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 760697864 · Verde Holdings, Inc. PY 2024 · 401(k)

Verde Holdings, Inc. 401(k) Plan · $64M · 612 · 87th

  • IND $64M
  • EOY 612
  • 5500 87th
  • ASSETS 401(k)
  • PCT near The Bernick Companies Profit Sharing 401(k) Plan
  • EIN ind #5353

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 Wholesale Trade retirement plans → · Plans in Texas →

Verde Holdings, Inc. 401(k) Plan in the asset neighbourhood

Verde Holdings, Inc. 401(k) PlanVerde Holdings, Inc. 401(k) …$64MThe Bernick Companies Profit Sharing 401(k) PlanThe Bernick Companies Profit…$64MRigel Pharmaceuticals Inc. 401(k) PlanRigel Pharmaceuticals Inc. 4…$64MRochester Radiology Associates, P.C. Profit-Sharing and 401(k) PlanRochester Radiology Associat…$64MOrange County's Credit Union 401(k) PlanOrange County's Credit Union…$64M
End-of-year total assets ($M) among Verde Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN760697864
Plan Effective Date2010-04-01
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 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Verde Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Verde Holdings, Inc. 401(k) Plan, Total assets ($B): 0.064255137 · Participants: 612Verde Holdings, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Verde Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Verde Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Verde Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Bernick Companies Profit Sharing 401(k) Plan in MN ($64M); by covered participants it is Tsmc North America 401(k) Plan in CA (612 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (612 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. 401(k) Plan assets move in 2024? ▼
Verde Holdings, Inc. 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $57M to $64M. Reported net income was $7M.
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. 401(k) Plan rank by assets among Form 5500 filers? ▼
Verde Holdings, Inc. 401(k) Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Verde Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Bernick Companies Profit Sharing 401(k) Plan in MN ($64M, 643 participants).
Which 401(k) plans cover a similar participant headcount to Verde Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tsmc North America 401(k) Plan in CA (612 participants, $279M 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.