Veros Financial Holdings, Inc.ESOP
VEROS FINANCIAL HOLDINGS, INC. ESOP · SANTA ANA, CA · plan year 2025
Veros Financial Holdings, Inc.'s 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $7,039,673 across 219 participant accounts, with employer contributions averaging $2,686 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (6,319th of 9,483), and 4,275th of 4,798 in finance & insurance. active participation has shrunk from 261 to 216 since 2023.
Veros Financial Holdings, Inc.'s 2025 employer contribution ran above the $1,464 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 813656084 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.