The ESOP Association wants to hear from you: Would you mind taking a few minutes to tell us about your website experience today? Your feedback is confidential, and will take less than 5 minutes to complete.

Take the Survey

The ESOP Association

ESOP Association Resources

ESOP Surveys, Economic Performance Survey, Revenue, Profits, Productivity, ESOPs Share the Wealth, Resource
Oct. 17
2019 Economic Performance Survey
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
ESOP Report October 2019
Results released for the 2019 Economic Performance Survey.
ESOP Brief, Distributions, Put Option, Resource
Dec. 20
ESOP Brief #18 - ESOP Distributions
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
ESOP Brief #15 - Valuation Issues for S Corps
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.
ESOP Brief, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP Brief #12 - ESOP Diversification
ESOP participants nearing retirement age have the option, by law, to diversify a portion of their ESOP stock. This ESOP Brief discusses why and how participants may consider this option.
ESOP Brief, Benefits, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP Brief #7 - The ESOP as an Employee Benefit
A broad overview of how ESOPs compare to other employee benefit plans, like 401(k) plans, and what the benefits of ESOPs are to employee owners.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, Economic Performance Survey, Valuation, Insufficient Assets, Employee Ownership Month
Nov. 01
ESOP Report November 2018
Members of The ESOP Association and the public show even greater interest in celebrating Employee Ownership Month.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Arbitration, Plan Termination, Economic Performance Survey, EBSA
Aug. 01
ESOP Report August 2018
Meet Luke Deets, 2018 Employee Owner of the Year.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Safe Harbor, Layoffs, EBSA, Economic Performance Survey
Dec. 01
ESOP Report December 2017
Research shows that employee owned firms are dramatically better at retention.