Latest Articles
- ESOP – Growth Through Acquisitions
June 3rd, 2025 - Indiana ESOPs
May 19th, 2025 - Employee Ownership Summit 2025
April 21st, 2025 - Indiana ESOPs – 2023 DOL Form 5500
April 21st, 2025 - Silver Tsunami – Indiana
January 15th, 2025
Based on the 2023 DOL 5500 form data Indiana is home to 189 ESOPs, providing retirement benefits to over 185 thousand individuals with total assets exceeding $25 billion dollars. The average participant account value is over $142 thousand dollars. The average 401K value in 2023 according to Vanguard was just over $134 thousand dollars. However,…