Nancy Wiefek
2023 Repurchase Obligation Survey Results Now Available
The 2023 Repurchase Obligation Survey Report is now available. Our sincere gratitude goes to our survey respondents, who make these surveys possible.
Employee Ownership Blog
Nancy Wiefek
Nancy Wiefek
New York State Releases Report Highlighting Employee Ownership
The Office of the New York State Comptroller recently released a report “Employee Ownership of Businesses in New York State” outlining the most common forms of employee ownership, the number of such businesses in New York State from the NCEO comprehensive database, and how “employee ownership can positively impact employee compensation and retirement assets making it an effective tool to create lasting wealth and improving employee satisfaction.”
Nancy Wiefek
2022 ESOP Executive Compensation Survey Report Now Available
The NCEO’s 2022 ESOP Executive Compensation Survey report is now available. We extend our sincere gratitude to all of our survey respondents! We encourage all respondents to use their discount codes, sent via email, to receive 75% off purchase of the report.
Nancy Wiefek
New NCEO Research Shows the Benefits of Being an ESOP in the Food Industry
The NCEO just completed a large grant-funded project examining whether and how employee ownership affected companies and employees in the U.S. food system during the COVID-19 pandemic. This project involved commissioning a national polling firm to collect original survey data from executives at ESOP and non-ESOP-owned companies. It speaks to important issues of workforce retention, business competitiveness, and the retirement security crisis. Namely:
Nancy Wiefek
The 2022 National ESOP Database Is Now Available
The 2022 ESOP Database, the NCEO's comprehensive data source on all ESOPs in the US, is now available. The database includes plan year 2020 Form 5500 filings (or the most recent available filing before 2020) and includes company name and address, industry, number of plan participants, plan assets, age of the ESOP, publicly traded indicator, and many more fields. (Download a sample of the data).
Nancy Wiefek
2021 ESOP Corporate Governance Survey results now available
The 2021 ESOP Corporate Governance Survey report is now available. Our thanks go out to our survey respondents, who make this work possible. We received valid questionnaires from 302 ESOP companies. Respondents have been emailed a code to receive a 75% discount on purchase of the report.
Nancy Wiefek
New Survey Indicates ESOPs Made a Difference to Workers During the Pandemic
A new study conducted by John Zogby Strategies on behalf of Employee-Owned S Corporations of America (ESCA), Employee Financial Health and Sentiments Amid the Pandemic, summarized in this press release, provides evidence that employees in S corporation ESOPs suffered fewer financial setbacks compared to a sample of employees at companies without ESOPs.
Nancy Wiefek
New Research on Employee Ownership and the Pandemic
The pandemic is a critically important time to conduct research exploring how businesses and their employees have fared, and what are successful ways to reduce the negative impacts from this crisis. Employee ownership is a key factor to be explored in this context. The challenge has always been collecting comparison data on companies without employee ownership. With funding from the Employee Ownership Foundation, scholars at Rutgers University’s Institute for the Study of Employee Ownership and Profit Sharing recently took on this challenge working with the national survey firm, SSRS.
Nancy Wiefek
The 2020 National ESOP Database Is Now Available
Each year, the NCEO compiles a database of all ESOPs in the US. This database breaks out privately held and publicly traded ESOPs, and includes the age of the ESOP, number of participants, total plan assets, and more.