Ready to elevate your exit planning expertise? Join us for Advisors’ Edge: Unlocking Employee Ownership for Your Clients, a CE-accredited course designed specifically for financial professionals like you. This training, is provided by the Indiana Center for Employee Ownership in partnership with the Employee Ownership Expansion Network and Project Equity. In this free…
Do ESOPs work in Indiana? Yes they do! A review of DOL5500 form data for Indiana companies organized as ESOPs (DOL code 2O, 2P, or 2Q) for the years 2014 to 2023 identifies the following trends… Number of ESOPs increased from 174 in 2014 to 194 in 2023, a 11.7% increase. The number of total…
Prepare for Employee Ownership Month with us in Chicago at the 2nd National Employee Owner Summit of 2025! Overview The 2025 National Employee Owner Summit (September 11-12) in Chicago/Downers Grove, held only 3 weeks before Employee Ownership Month, is the perfect opportunity to give your company culture and education a boost! The National Employee-Owner Summit…
Many thanks to Project Equity and the Employee Ownership Expansion Network for sharing the Employee Ownership Toolkit for Business Advisors.
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,…
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…
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…
NCEO’s listing of the 100 largest broad-based employee-owned companies in the US. Listing is available here. Congratulations to: Jasper Holdings (#27), and Miller’s Health Systems (#46)