New Data on ESOP Companies and Successful Acquisitions

Among the ESOP companies she studied through 30 executive interviews and survey research, researcher Suzanne Cromlish of Case Western Reserve University found that the ESOP companies tended to accelerate their acquisition activity following 2011.

New Data on ESOP Persistence over Time

A new analysis by the NCEO shows that of the ESOPs set up in the 1970s, about 20% still survive today, while about 40% of those set up in the 1980s do, and more than half of the ESOPs established in the 1990s still exist.

New Data on ESOP Plans, Participants, and Assets

The NCEO's most recent estimates for the number of ESOP and ESOP-like plans suggest there were 10,800 ESOP companies at the end of 2007, which is slightly lower than our earlier estimate for 2007 (11,000 companies).

New Data on ESOP Repurchase Obligations

A new NCEO survey of over 420 ESOP companies on how they handle their repurchase obligations found that the most commonly used method of funding current-year ESOP distributions is cash from company operations.

New Data on Executive Compensation in ESOP Companies

The NCEO's ESOP Executive Compensation Survey collects and presents some of the only data on executive compensation specific to ESOP companies. We collected data for the latest installment of the survey from October 2016 to January 2017.

New Data on Number of ESOPs and Participants

According to the latest data available from the Department of Labor, there were 6,660 ESOPs sponsored by 6,365 companies as of the end of 2016. These plans cover 14.3 million participants and hold close to $1.4 trillion in plan assets. A total of 10.7 million participants are active employees.
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New Data on the Number of ESOPs

In mid-April the NCEO released its most recent estimates of the number of ESOPs and ESOP-equivalent plans.

New Data on Who Gets Stock Options

A 2007 Bureau of Labor Statistics survey indicates that about 8% of all private sector employees (about 9 million people) have stock options.