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Summary of Employee Ownership Studies

  
  
  

Key Studies on Employee Ownership and Corporate Performance summarizes the findings of studies on employee ownership and corporate performance, including studies related to private company ESOPs:

  • ESOPs, Private Companies

    • Sales growth: +2.4%
    • Employment growth: +2.3%
    • Productivity growth: +2.3%

  • ESOPs, Private Companies

    • Sales growth: +3.8%
    • Employment growth: +3.4%

  • ESOPs and Employee Compensation

    • Wages 5% to 12% higher
    • Total retirement assets 2.6 times greater
    • Diversified retirement assets roughly comparable

  • ESOPs and Employee Compensation

    • ESOP participants are at least as likely to participate in a second retirement plans as comparable non-ESOP participants are likely to be in any retirement plan

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2012 IRS Pension Plan Limits

401(k) Deferral Limit - $17,000

Annual Additions Limit - $50,000

Maximum Compensation Limit - $250,000

Catch-Up Contribution Limit - $5,500

Highly Compensated Employee - $115,000

ESOP 5-Year Distribution Threshold - $1,015,000

ESOP Additional Year Threshold - $200,000

2012 Pension Plan Limits

1989 - 2012 Plan Limits