The ESOP Association
The Washington voice of America's ESOP companies, more than four decades old, which turns employee owners into constituents and spends much of its energy defending the laws, and the definition, that make an employee stock ownership plan possible.
Financial profile
The Esop Association Of America · EIN 94-2478143 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2024 | $10,652,427 | $0 | $10,082,903 | $10,926,525 | $671,225 | Dec 2024 |
| FY2023 | $9,729,069 | $0 | $9,240,132 | $9,475,613 | $962,535 | Dec 2023 |
| FY2022 | $8,572,753 | $0 | $8,073,359 | $8,810,694 | $483,205 | Dec 2022 |
| FY2021 | $6,835,411 | $525,160 | $5,698,610 | $6,766,207 | $1,020,815 | Dec 2021 |
| FY2020 | $4,768,196 | $0 | $4,143,913 | $4,485,763 | $972,938 | Dec 2020 |
| FY2019 | $7,002,608 | $0 | $6,705,307 | $7,544,412 | $579,874 | Dec 2019 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies The ESOP Association is read alongside.
NCBA
National Cooperative Business Association
The cross-sector champion of the cooperative business model in the United States and abroad, advancing…
USFWC
United States Federation of Worker Cooperatives
A national federation where worker owned businesses pool their voice, their peer knowledge, and their…
ASPPA
American Society of Pension Professionals and Actuaries
The professional association credentialing and supporting retirement plan professionals, part of the American…
IFEBP
International Foundation of Employee Benefit Plans
A nonpartisan educational organization for the employee benefits field, serving the professionals who…
227 companies named
NCEO
National Center for Employee Ownership
A nonprofit started in 1981 by two Senate staffers whose first grant applications went nowhere, which made…
42 companies named
Who backs The ESOP Association
Every company The ESOP Association names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| Forvis Mazars | Meeting sponsor | AHCA ABA ACEC AFA AHLA +3 |
| Gallagher | Meeting sponsor | AAI ABA ASLRR ACMP ACFA +3 |
| Raymond JamesPublished as Raymond James Financial, Inc. | Meeting sponsor | ABA ACUMA ASCU CBA CUNA +3 |
| Voya | Meeting sponsor | AFA ASBOI CUPAH NAGDC NASRA +3 |
| Morgan Lewis | Meeting sponsor | ACB NABE NLBA SFA TEI +2 |
| McDermott Will & Schulte | Meeting sponsor | ACB DSCUS MFA NLADA NCEO |
| onboard | Meeting sponsor | AHCA AI ICBA NCN TBA |
| Argent Trust Company | Meeting sponsor | FSF GOCC |
| Chartwell | Meeting sponsor | ACEC NCEO |
| Krieg DeVault | Meeting sponsor | GFWI IBA |
| Marshall & Stevens | Meeting sponsor | NAIFA SFSP |
| Aspire Leadership | Meeting sponsor | CLA |
| Blue Ridge ESOP AssociatesPublished as Blue Ridge Associates | Meeting sponsor | NCEO |
| Butcher Joseph & Co. | Meeting sponsor | NCEO |
| Empire Valuation Consultants | Meeting sponsor | NCEO |
| ESOP One | Meeting sponsor | NCEO |
| ESOP Partners | Meeting sponsor | NCEO |
| GreatBanc Trust Company | Meeting sponsor | NCEO |
| Praxis Consulting Group | Meeting sponsor | NCEO |
| SES ESOP StrategiesPublished as SES ESOP Strategies | A Stevens & Lee Company | Meeting sponsor | NCEO |
| TI-TRUST | Meeting sponsor | NCEO |
| Acclaro Valuation Advisors | Meeting sponsor | Only The ESOP Association, so far |
| Alerus Financial | Meeting sponsor | Only The ESOP Association, so far |
| Ambrose Advisors | Meeting sponsor | Only The ESOP Association, so far |
| BPAS | Meeting sponsor | Only The ESOP Association, so far |
| Business Transition Advisors | Meeting sponsor | Only The ESOP Association, so far |
| Certified Employee Owned | Meeting sponsor | Only The ESOP Association, so far |
| ESOP Structuring Specialists | Meeting sponsor | Only The ESOP Association, so far |
| McCauley Bond Agency | Meeting sponsor | Only The ESOP Association, so far |
| Menke ESOP Advisors | Meeting sponsor | Only The ESOP Association, so far |
| Pen Checks Trust | Meeting sponsor | Only The ESOP Association, so far |
| Pilot Hill Adamy Valuation | Meeting sponsor | Only The ESOP Association, so far |
| ProAct Pharmacy Benefit Management | Meeting sponsor | Only The ESOP Association, so far |
| Prudent Fiduciary Services | Meeting sponsor | Only The ESOP Association, so far |
| RP&B CPAs | Meeting sponsor | Only The ESOP Association, so far |
| SCJ Fiduciary Services | Meeting sponsor | Only The ESOP Association, so far |
| Travel Store | Meeting sponsor | Only The ESOP Association, so far |
Sources: 1 published list, read October 2026
2026 Employee Owned Sponsors. Read October 14, 2026. Sponsors of Employee Owned 2026, the national conference in Las Vegas.
Who backs The ESOP Association's peers, but not The ESOP Association
Companies named publicly by at least one of The ESOP Association's five peer societies, and not found in The ESOP Association's reviewed public records.
The outside view
The Washington voice of America's ESOP companies, more than four decades old, which turns employee owners into constituents and spends much of its energy defending the laws, and the definition, that make an employee stock ownership plan possible.
- Consensus
- Preserve
- Inward
- Operational
Their shape
The League
Far-flung, and stronger for it.
The League is a federation of many, where the value lives in the connections between its members and chapters. Its gift is reach and resilience, its challenge is holding a shared identity across all its parts.
Also reads toward The Movement and The Republic.
Strengths
Not an official page of The ESOP Association. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.