A 10-year review of DOL5500 filings for Indiana ESOPs (2015 to 2024), identified the average account balance increased from $88,986 in 2015 to $154,630 in 2024, a 73.8% increase. In the majority of ESOPs the funds are contributed to the employee share accounts from the company profits with no contribution required from the employee. Each…
One way that ESOPs or EOTs may grow in value and size, is through the acquisition of companies. These acquisitions may be bolt on acquisitions that expand existing services in a new geography, or they may be companies that provide a diversification in services and client base as a means to diversify risk of customer…
Posted Sunday April 5, 2026 by Carla Dempsey in Building Indiana Business Shared Success – Exploring Indiana’s Growing ESOP Movement. Carla Dempsey Across Indiana, a growing number of company leaders are exploring employee ownership as a long-term business strategy. While employee ownership succession planning has been implemented across all industries for decades, interest in employee-stock…