New Data on Corporate Governance in ESOP Companies

The NCEO's most recent survey of corporate governance practices in ESOP companies shows the current status of boards of directors, ESOP trustees, and governance policies for ESOP companies.

New Data on Employee Ownership in 401(k) Plans

A new NCEO analysis of Form 5500 filings shows that in 2006, company stock represented about $300 billion in 401(k) plan assets in about 2,900 companies. Of this, $133 billion was in the 748 401(k) plans that had a majority of their assets in company stock.

New Data on Employee Ownership in Europe

The European Federation of Employee Share Ownership released data showing the increase in employment at employee-owned companies in Europe.

New Data on Employee Ownership in Large Public Companies

The NCEO has published its annual update of employee ownership in large public companies, the most detailed analysis of its kind. Of the companies included in the Standard & Poor's (S&P) 500 index of the largest U.S.

New Data on Employee Ownership in S&P 900

The NCEO has developed a list that provides a breakdown of employee ownership in the S&P 900 index of large- and mid-cap publicly traded companies for the Heron Foundation.

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).