The ESOP Database is a comprehensive nationwide database of ESOPs, suitable for B2B outreach, marketing, or policy research. The database includes data from plan year 2024 Form 5500 filings (or the most recent available filing before 2024) for 6,422 ESOPs. It is provided as a .xlsx spreadsheet and includes a codebook describing the fields. Each row corresponds to one ESOP and each column contains information about that plan. The ESOP Database combines plan data from the Department of Labor with new and exclusive additional information gathered from research by the NCEO on all ESOP companies, including a field for percentage ESOP ownership for companies that make that information public. This is not reported in the Form 5500 or other sources. Fields in the database include: Sponsor company name DBA name of the sponsor company where applicable Sponsor street address Sponsor industry (six-digit NAICS code, sector name, and detailed industry name) Date of ESOP creation Number of participants (active and total) Total plan assets amount Plan employer securities amount Plan contributions Plan distributions S or C corporation indicator KSOP indicator Collectively bargained plan indicator Leveraged/non-leveraged ESOP indicator Additional fields: Percentage ESOP ownership where available Company website URL where available Indicator for publicly traded companies, including cases where the ESOP company is a subsidiary of a public company Following DOL standard practices, the database excludes plans covering only one participant or less. We also exclude terminated plans. Download a sample of the data here. Regional ESOP Databases Separate databases are available for each of the nine U.S. Census regions. These smaller lists include all of the same data fields as the 2025 national ESOP Database. Division 1: New England: CT, ME, MA, NH, RI, VT Division 2: Middle Atlantic: NJ, NY, PA Division 3: East North Central: IL, IN, MI, OH, WI Division 4: West North Central: IA, KS, MN, MO, NE, ND, SD Division 5: South Atlantic: DE, DC, FL, GA, MD, NC, SC, VA, WV Division 6: East South Central: AL, KY, MS, TN Division 7: West South Central: AR, LA, OK, TX Division 8: Mountain: AZ, CO, ID, MT, NV, NM, UT, WY Division 9: Pacific: AK, CA, HI, OR, WA Industry ESOP Databases Separate databases are available for each of the five largest ESOP industries. These smaller lists include all of the same data fields as the 2025 national ESOP Database. Construction Manufacturing Professional, scientific, and technical services Finance, insurance, and real estate Wholesale and retail trade State and Industry ESOP Slides NCEO members can download ESOP fact sheets for each state or major industry, featuring a map of ESOP company locations, the number of ESOP plans and participants, an industry breakdown, and more. For questions about the ESOP database or any NCEO research, contact [email protected].
