Study Estimates $141.8 Billion in Employee Stock Ownership Distributions Since 2009
A report from EOX indicates that $141.8 billion in wealth was transferred to workers through Employee Stock Ownership Plans (ESOPs) between 2009 and 2024.
New research conducted by Steve Storkan of EOX quantifies the financial impact of employee ownership by tracking cumulative distributions from ESOPs. The study reports that $141.8 billion reached employee participants over the 15-year period ending in 2024.
This analysis offers a new metric for evaluating the economic utility of ESOPs by focusing specifically on realized wealth transfers rather than total assets under management. By measuring distributed capital, the findings highlight the liquidity provided to workers through these ownership structures.
The report serves to clarify the tangible financial outcomes for employees within the broader landscape of corporate benefit models. EOX intends for this cumulative data to provide a clearer picture of how employee ownership influences individual household wealth over extended market cycles.