Employee Ownership Summit 2025

April 21st, 2025 admin Uncategorized Comments Closed

This event has been cancelled as of June 6, 2025. Are you a business owner? Perhaps thinking about ownership transition, retirement, or wondering how you might preserve the legacy that you have built up over a lifetime? The Silver Tsunami is upon us!  Members of the boomer generation are reaching normal retirement age at a…

Indiana ESOPs – 2023 DOL Form 5500

April 21st, 2025 admin Uncategorized Comments Closed

A review of DOL 5500 Forms for 2023 (the most recent year with complete results) for Indiana identifies that Indiana is home to 183 ESOPs, with 182,479 participants, with plan assets over 25 billion dollars. There are ESOPs in over 84 Indiana communities – but the top 5 Indiana cities for ESOPs are: Rank City/cities…

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