The Employee Stock Ownership Plan Association

Trade Association Servicesesopassociation.org

Company typePrivate
Founded1981
HeadquartersWashington, United States
Headcount11–50
GTM typeB2B
OfferingServices

The Employee Stock Ownership Plan Association firmographics

Firmographics

Name: The Employee Stock Ownership Plan Association
Legal name: The Employee Stock Ownership Plan Association
Website: https://esopassociation.org
Company type: Private
Founded year: 1981
Operating status: Operating
Headcount range: 11–50 employees
Ownership category
akta.pro rank

The Employee Stock Ownership Plan Association industry classification

Industry

Product category: Trade Association Services
NAICS: Business Associations (813910), Professional Organizations (813920), Professional Organizations (81392)
SIC: Services-Membership Organizations (8600)
akta.pro primary industry: Stakeholder Engagement & ESG Governance (Policies, KPIs, incentives) (EUAHAJAJ)
akta.pro secondary industries: Values-Based/ESG & Impact-Focused RIAs (FSAAACAK), ESG/Sustainable Investment Advisory (FSAEAAAJ), ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL), ESG Governance, Sustainability Reporting & Assurance Advisory (BPAHAFAJ)

Keywords

Employee ownership advocacy
ESOP education services
Retirement plan resources
Member association services
Ownership culture training

Where The Employee Stock Ownership Plan Association is headquartered

Location

Headquarters

HQ city: Washington
HQ country: United States
HQ region: North America

Offices1 record

Markets served

The Employee Stock Ownership Plan Association business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Marketing or Sales, Operations, Others, Technology or R&D

Revenue model

Membership Dues: The ESOP Association generates revenue primarily through membership dues from ESOP companies, employee owners, and professional/educational members. Membership categories include Corporate Members, Professional/Educational Members, and member benefits include access to resources, advocacy services, chapter membership, discounts through ESOP Rewards program, and business solutions including insurance programs.

Pricing tiers

Model	Billing	Price
Subscription	Annual	Corporate Member Dues - For ESOP companies
Subscription	Annual	Professional/Educational Member Dues

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

The Employee Stock Ownership Plan Association product offering

Product offering

Core offering

The ESOP Association is a 501(c)(6) nonprofit membership organization that sells Corporate and Professional/Educational memberships to ESOP companies and their service providers. Members receive federal and state advocacy representation, access to an online community (The Hub), the ESOP Report newsletter, the ESOP Rewards discount program, affinity insurance solutions, the Charles R. Edmunson Scholarship, and entry to over 150 annual educational events and conferences.

Product overview

The ESOP Association operates as a membership-based advocacy organization rather than a technology product company. Its core offerings include membership services with access to The Hub online community, the ESOP Report newsletter, ESOP Rewards discount program, and Business Solutions insurance programs. The association provides advocacy services through Advocacy Academy training and annual ESOP Advocacy Day on Capitol Hill. It organizes over 150 annual events including national conferences (CEO Summit, CFO Summit, National Conference) and 19 regional chapter conferences. Additional offerings include ESOP awards programs recognizing excellence in employee ownership, and the Charles R. Edmunson Scholarship for non-management employee owners. The organization does not offer a software product or platform in the traditional sense.

Differentiator

Problem solved

Functional benefit

Brands

Employee Ownership Action Network (EOAN): A free-to-join, grassroots advocacy movement for anyone with a stake in ensuring employee ownership continues to grow and thrive in the US.
ESOP Rewards
The Hub

Products and services

Corporate Membership Tiered annual membership for ESOP companies providing federal and state advocacy representation, access to The Hub online community, ESOP Report newsletter, ESOP Rewards discounts, conference registration discounts, affinity insurance solutions, and chapter enrollment.
Professional/Educational Membership Tiered annual membership for attorneys, accountants, financial advisors, trustees, and consultants who serve ESOP companies, granting access to ESOP-specific technical education, regulatory updates, networking, and chapter membership.
National & Regional Conferences (CEO Summit, CFO Summit, Employee Owned, TEA National Conference, Professionals' Forum, ESOP Employee Accelerator) Multi-track annual conferences providing executive and operational education, peer roundtables, and networking for ESOP company CEOs, CFOs, employee owners, and the professional advisors serving them. Includes the National Conference, CEO Summit, CFO Summit, Employee Owned, Professionals' Forum, and ESOP Employee Accelerator, plus 19 regional chapter conferences.
TEA Business Solutions (Affinity Insurance Programs) Exclusive suite of member insurance programs including group captive health insurance, workers' compensation, and business insurance products (cyber liability, fiduciary liability, D&O, crime, employment practices liability).
The Hub (Online Member Community) Online collaborative platform exclusive to members of The ESOP Association where ESOP company leaders, employee owners, and professionals interact, share knowledge, and access peer expertise.
ESOP Rewards (Member Discount Program) Member-exclusive discount program providing savings on hotels, flights, rental cars, appliances, shipping, and additional consumer and business services.
Advocacy Academy Annual training program equipping ESOP advocates with the tools, confidence, and information to effectively meet with congressional representatives on pro-ESOP policies.
ESOP Advocacy Day (Capitol Hill Event) Annual Capitol Hill event bringing approximately 250 ESOP advocates from more than 40 states to Washington, DC to meet with 200+ congressional offices on legislative priorities.
ESOP Awards Programs Annual recognition programs honoring individuals and companies setting standards for excellence in employee ownership, including the Michael Keeling Founder's Award, ESOP Company of the Year, Employee Owner of the Year, Outstanding Chapter Officer of the Year, and Torchlight Award.
Charles R. Edmunson Scholarship Scholarship administered through the affiliated Employee Ownership Foundation offering non-management employee owners the opportunity to attend motivational and educational programs promoting employee ownership.
ESOP Report Newsletter & Content Resources Subscription-based flagship newsletter and content resources, including ESOP Briefs, Surveys, the Video Library, and The Ownership Effect Podcast, distributed to members and the broader ESOP community.

Quantifiable outcome

Average ESOP account balance exceeds $230,000 vs median 401(k) balance under $40,000
+3 more outcomes

Companies that use The Employee Stock Ownership Plan Association

Customer profile

Named customers5 records

Segments4 records

Ideal customer profiles4 records

The Employee Stock Ownership Plan Association technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

The Employee Stock Ownership Plan Association partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered core and minor.

Project EquitycoreStrategic or Co-development PartnerThe ESOP Association and Project Equity partnered to create state-by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy. This partnership supports the EO Solution initiative providing data resources.
Employee Ownership FoundationcoreStrategic or Co-development PartnerThe affiliated Employee Ownership Foundation (EOF) is a 501(c)(3) organization that conducts and funds academic research. TEA operates as a 501(c)(6) organization with the affiliated EOF. EOF also runs the Charles R. Edmunson Scholarship and ESOP Employee Accelerator programs.
NextRollminorGTM or Marketing PartnerNextRoll is utilized by The ESOP Association for online marketing activities, including cookie-based remarketing. Members can opt out through the Network Advertising Initiative opt-out page.
EA Engineering, Science and Technology Inc.minorOthersPeter Ney, Chair of TEA's Public Policy Committee and EVP & Treasurer of EA Engineering, represents the association's public policy leadership.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

The Employee Stock Ownership Plan Association competitors and assessment

Company assessment

Direct peers

National Center for Employee Ownership (NCEO): The NCEO is a direct peer to The ESOP Association — a national nonprofit that provides research, education, and resources on employee ownership, including ESOPs. Both serve overlapping audiences (ESOP companies, employee owners, advisors) with similar advocacy and educational missions, and are the two most recognized ESOP-focused membership/research bodies in the U.S.
Employee-Owned S Corporations of America (ESCA): ESCA is a direct peer advocacy organization representing S-corporation ESOPs in Washington, DC. It competes with TEA for influence over ESOP-specific tax policy (Section 1042) and serves a materially overlapping member base of S-corp ESOP companies.
Project Equity: Project Equity is a TEA partner (co-developed the EO Solution state-by-state data) but also a comparable organization advancing employee ownership through research, advocacy, and direct technical assistance to businesses considering conversion to ESOPs or cooperatives.
National Cooperative Business Association (NCBA CLUSA): NCBA CLUSA is a direct peer in the broader employee/worker ownership space, representing cooperatives and co-op ESOPs. It overlaps with TEA on advocacy for ownership-based business models and on serving member companies exploring conversion to ESOPs.

Emerging players

Foundation for Enterprise Development (FED) / Beyster legacy: FED is an emerging player in the employee ownership ecosystem, focused on broad-based employee ownership research and education. It overlaps with TEA's mission of expanding employee ownership and competes for thought leadership and grants.
Democracy at Work Institute: The Democracy at Work Institute is an emerging player promoting democratic and cooperative employee ownership, with research and educational programs. It overlaps with TEA in serving member companies and advocating for ownership-based models, with a more cooperative-economy orientation.
Beyster Institute (Rutgers University): Now part of Rutgers University, the Beyster Institute conducts research, education, and consulting on employee ownership and ESOPs. It is comparable to TEA as an adjacent research-and-education body in the same employee-ownership ecosystem, with more academic orientation.

Broad incumbents

American Society of Association Executives (ASAE): ASAE is the broad incumbent for U.S. trade and professional associations, serving as an industry body for associations like TEA. It provides benchmarking, training, and best practices that TEA itself consumes and is comparable as a national membership association infrastructure provider.
U.S. Chamber of Commerce: The U.S. Chamber of Commerce is a broad incumbent in business advocacy with overlapping policy priorities (tax, retirement, ERISA) and a much larger member base. It is comparable as a large national business advocacy body operating in TEA's broader policy environment.

Regional players

ICA Group: ICA Group is an employee-ownership-focused consulting and advisory organization serving U.S. businesses considering ESOP conversions. It is comparable to TEA as an adjacent services organization in the ESOP ecosystem, with a more regional/consulting orientation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

The Employee Stock Ownership Plan Association financial estimates

Financial estimate

Revenue estimate

Valuation estimate

The Employee Stock Ownership Plan Association leadership team

Management profile

Number of profiles

Profiles3 records

The Employee Stock Ownership Plan Association subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

The Employee Stock Ownership Plan Association funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

The Employee Stock Ownership Plan Association M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Employee Stock Ownership Plan Association

What does The Employee Stock Ownership Plan Association do?

Is The Employee Stock Ownership Plan Association a public or private company?

The Employee Stock Ownership Plan Association is a private company. It is classified as nonprofit foundation owned and is currently operating.

When was The Employee Stock Ownership Plan Association founded?

The Employee Stock Ownership Plan Association was founded in 1981. It employs 11 to 50 people.

Where is The Employee Stock Ownership Plan Association based?

The Employee Stock Ownership Plan Association is headquartered in Washington, United States, in the North America region.

How does The Employee Stock Ownership Plan Association make money?

One revenue line is on record: membership Dues.

Who are The Employee Stock Ownership Plan Association's main competitors?

Direct peers on record are National Center for Employee Ownership (NCEO), Employee-Owned S Corporations of America (ESCA), Project Equity and National Cooperative Business Association (NCBA CLUSA). Emerging players are Foundation for Enterprise Development (FED) / Beyster legacy, Democracy at Work Institute and Beyster Institute (Rutgers University). Broad incumbents are American Society of Association Executives (ASAE) and U.S. Chamber of Commerce. ICA Group is listed as a regional player.

Does The Employee Stock Ownership Plan Association have an API?

No public API is recorded for The Employee Stock Ownership Plan Association.

What industry is The Employee Stock Ownership Plan Association in?

The Employee Stock Ownership Plan Association's product category is Trade Association Services. Its primary akta.pro industry code is EUAHAJAJ, Stakeholder Engagement & ESG Governance (Policies, KPIs, incentives), with a secondary code of FSAAACAK, Values-Based/ESG & Impact-Focused RIAs. Its NAICS code is 813910 and its SIC code is 8600.