Find Your Resource

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.

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.

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.

The 2017 ESOP Repurchase Obligation Survey is now collecting responses. Visit www.nceo.org/r/repurchasesurvey to fill out the survey online through our secure survey platform.

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

A new study by James Poterba of M.I.T. and Andrew Samwick of Dartmouth has provided the first analysis of the ownership of stock by households that includes ownership through retirement funds.

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

Employee ownership has become a major factor in the American economy, according to a new national survey of working adults.

A new survey of 291 U.S.-Based multinational companies that offer equity compensation to their non-U.S. employees shows that 30% of the respondents make all employees eligible for stock options or stock appreciation rights (SARs) awards while 62% offer employee stock purchase plans (ESPPs).

Three researchers at the Kenan-Flagler Business School at the University of North Carolina found that broad-based stock option plans in public companies reduce employee turnover, especially where industry returns are increasing.