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- Membership
What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
- Events & Meetings
Featured Event
Registration Open!
This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
Upcoming events
- Resources
The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
ESOP Association Resources
ESOP Surveys, Economic Performance Survey, Revenue, Profits, Productivity, ESOPs Share the Wealth, Resource
Oct. 17
The Economic Performance Survey has been the yardstick for measuring the success of The ESOP Association’s member companies since 2000.
ESOP Report, Legal Update, Ownership Advantage, Turcot, Foundation, EOF, Washington Report, DOL, Economic Performance Survey, Resource
Oct. 01
Results released for the 2019 Economic Performance Survey.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Stock Drop Cases, Advocacy, Gary Shorman, Ali Jamshidi, Karen Ellis, DOL, Resource
May. 01
Rep. Guthrie elicits key on-the-record comments from Labor Secretary Acosta.
ESOP Report, Legal Update, Ownership Advantage, Washington Report, Wealth Distribution, Valuation, Social Media, Plan Records, Resource
Jan. 01
A pro-ESOP bill is introduced in the Senate.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, DOL, Foundation, Compliance Testing, Communication, EBSA, Employee Ownership Month
Jan. 10
Shifting views on personal property just might open the door to greater employee ownership.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, DOL, Mullins, Kelso Fellows, AACE
Nov. 01
Time for change at the Department of Labor.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, DOL, Mullins, Kelso Fellows, AACE
Oct. 01
Responding to a hurricane, the ESOP way.
Resource, ESOP Research, Legal Update, Ownership Advantage, Washington Report, President's Page, Coaching, Data Errors, Kelso Fellows, Foundation, H.R. 2092, S. 1212
Apr. 01
A new pro-ESOP bill is introduced in the House.