Find Your Resource

Filing data for 2021 and 2022 shows over 69,00 new participants in ESOPs and a continued pattern of construction industry ESOP growth.

The NCEO is one of the only sources of compensation data focused exclusively on employee stock ownership plans (ESOPs). This year, the NCEO gathered comprehensive data from ESOP companies on both executive compensation and board director compensation, along with board makeup and demographic questions. From August 2023 to September 2023, 383 valid responses were received. All respondents are privately held companies with an ESOP. Most are S corporations (92%) and 86% are 100% ESOP-owned.

New research performed for the NCEO for our forthcoming book Banks as ESOP Sponsors finds that banks with ESOPs outperform banks without them. The research was done by Jay Wilson and Andrew Gibbs of Mercer Capital.

Boeing Wins Stock-Drop Lawsuit: In Burke v. Boeing, No. 20-3389 (7th Cir., Aug.

One common myth about employee ownership is that it is primarily for companies with well-educated and well-paid work forces.  

The NCEO’s 2022 Employee Ownership 100 list includes the nation’s largest companies that are at least 50% owned by an employee stock ownership plan (ESOP) or other broad-based employee ownership plan.

The NCEO’s 2021 Employee Ownership 100 list includes the nation’s largest companies that are at least 50% owned by an employee stock ownership plan (ESOP) or other broad-based employee ownership plan.

The NCEO’s 2023 Employee Ownership 100 list ranks the largest broad-based employee-owned companies in the US. This list includes the largest broad-based employee-owned companies in the US that we could verify using governmental or other credible third-party sources. Most are ESOP-owned, and one is a cooperative. To be on the list, companies must be at least 50% employee-owned; most on the list are 100%.

Last year, over there were 110 announced acquisitions of non-ESOP companies by existing ESOPs. That number significantly understates the actual number of acquisitions because most ESOP companies do not send out press releases or get press coverage for their acquisitions.

The NCEO’s first-ever ESOP transaction survey shows a number of trends in how companies structure, manage, and evaluate ESOP transactions.