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Based on a quick survey of consultants providing services to approximately 1,000 ESOPs, ESOP companies seem to be weathering the economic downturn relatively well. We asked several large ESOP providers to tell us how their clients have done in the last year.

Our 2023 ESOP Repurchase Obligation Survey is now collecting responses from ESOP companies. The survey is open through March 15.

We are currently collecting responses for the 2018 ESOP Executive Compensation Survey. The survey is open to all companies with an ESOP.

Our ESOP Executive Compensation Survey is now collecting responses. Learn more and take the survey here.

It is clear that a company can use dividends paid on ESOP shares acquired by a qualifying ESOP loan to repay that loan. But what about dividends from stock previously acquired by the ESOP? According to IRS Technical Advice Memorandum 9516003, a company can use these dividends.

One of the more notable trends in ESOPs over the last several years has been the move to more outside, independent directors.

Shawn Moody, who founded Moody's Collision Centers and then sold it to its 200 employees through an ESOP, decisively won the Republican nomination for governor of Maine in the state's June 12 primary.

Shawn Moody, who founded the 200-employee Moody's Collision Centers, now an employee ownership company, is running for governor of Maine.

Based on a soon-to-be available NCEO survey of 204 ESOPs, executives at ESOP companies are paid significantly less than their peers.

The NCEO's third survey of executive compensation practices in ESOP companies is now open. Click here to complete the survey. For your participation, you will receive a summary of the data (if you so request).