Research Resources: Employee Stock Ownership Plans (ESOPs)

Jump to: Articles Books Papers Reports Websites

n/a

Beyster Institute, http://www.beysterinstitute.org.

The Beyster Institute's mission is to advance the use of entrepreneurship and employee ownership to build stronger, higher performing enterprises nationally and internationally. Launched in 2002 by the Foundation for Enterprise Development, the Institute is now part of the Rady School of Management at UC San Diego, and is the nation's only university-based center to integrate both employee ownership and entrepreneurship.

Capital Ownership Group, http://cog.kent.edu.

The Capitol Ownership Group (COG) is an on-line think-tank that works to promote the advancement of broad-ownership systems, specifically employee ownership, and the raising of social and wage standards on an international level through policy proposals and advocacy.

CasePlace.org, http://www.caseplace.org.

Created by the Aspen Institute's Center for Business Education, CasePlace.org is a resource that provides teaching material on business and sustainability- from corporate governance to sustainable development. With the recent addition of the Curriculum Library on Employee Ownership, the site is home to the largest collection of teaching materials on employee ownership.

Center for Economic and Social Justice, http://www.cesj.org.

The Center for Economic and Social Justice is a non-profit, non-partisan education and research organization dedicated to promoting economic justice on a global scale by expanding capital ownership to a broader segment of society.

National Center for Employee Ownership (NCEO), Electronic Reference Desk, http://www.nceo.org/main/articles.php.

In the articles and research section of its website, NCEO maintains a wide range of resource materials on employee ownership, employee stock ownership plans, and broadly-granted stock options.

Owners at Work, http://dept.kent.edu/oeoc/PublicationsResearch/OwnersAtWork.htm.

Published on a quarterly basis by the Ohio Employee Ownership Center, Owners at Work is a leading periodical examining issues facing employee ownership both in Ohio and throughout the United States.

A Project Of

View our reports and publications...

Recent related publications...

*NEW* Alex Brill, "Macroeconomic Impact of S ESOPs on the U.S. Economy," Washington DC: Matrix Global Advisors, April 17, 2013.

In this recent report, Alex Brill of Matrix Global Advisors quantifies the macroeconomic impact of S-corporation Employee Stock Ownership Plan (ESOP) companies in 2010. Using publicly available data from the Department of Labor, the report finds that S-corporation ESOP companies account for 1.4 million jobs, $77 billion in labor income, $246 billion in output and $27 billion in tax revenue nationwide. The author argues additionally that the structure of these ESOPs leads to greater firm longevity as well as higher wages, greater job stability, and increased retirement plan contributions. Furthermore, the report shows that S-corporation ESOP companies are more resilient in an economic downturn, resulting in positive impacts for workers, customers, neighborhoods, and local economies.

Larry Oakes, "A Thankful Bemidji Grocer Shares his Success with his Employees," Minneapolis Star Tribune, Minneapolis, MN: November 23, 2012.

Corey Rosen, "The Impact of Employee Ownership and ESOPs on Layoffs and the Costs of Unemployment to the Federal Government," Oakland, CA: National Center for Employee Ownership, February 5, 2013.

In a recent paper for the National Center for Employee Ownership, Corey Rosen finds that people who work for employee-owned companies are much less likely to be laid off than those who do not. Analyzing data from the 2010 General Social Survey, Rosen shows that 12.1 percent of all working adults in the private sector reported being laid off in the last year compared to just 2.6 percent of those respondents who says they own stock in their company through some kind of employee ownership plan. Rosen estimates that during that year the implied federal savings from the lower layoff rates of employee owners is $23.3 billion and that the implied savings for ESOPs and stock bonus plans alone is $13.7 billion.

Alex Brill, "An Analysis of the Benefits S ESOPs Provide the U.S. Economy and Workforce," Washington, DC: Matrix Global Advisors, July 26, 2012.

Steve Dubb, "ESOP Association, 29th Annual Conference, May 2006," College Park, MD: The Democracy Collaborative at the University of Maryland, September 2006.

Douglas L. Kruse, et. al., "Does Linking Worker Pay to Firm Performance Help the Best Firms Do Even Better?," Cambridge, MA: National Bureau of Economic Research, January 2012.

Christopher Mackin, "Occupy by Analogy," The Straddler, 2012.

Steve Dubb, "Ohio Conference Makes the Case that Employee Ownership is a Better Way of Doing Business," College Park, MD: The Democracy Collaborative at the University of Maryland, April 2012.

Owners at Work, http://dept.kent.edu/oeoc/PublicationsResearch/OwnersAtWork.htm.

Published on a quarterly basis by the Ohio Employee Ownership Center, Owners at Work is a leading periodical examining issues facing employee ownership both in Ohio and throughout the United States.

National Center for Employee Ownership (NCEO), Electronic Reference Desk, http://www.nceo.org/main/articles.php.

In the articles and research section of its website, NCEO maintains a wide range of resource materials on employee ownership, employee stock ownership plans, and broadly-granted stock options.

Community-Wealth.org

Research Resources: Employee Stock Ownership Plans (ESOPs)

n/a

Resource Search

You are here

Research Resources: Employee Stock Ownership Plans (ESOPs)

n/a

Resource Search

Browse by sector

... or search the collection