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HR 5169 · introduced · niche

Retire through Ownership Act

What this bill does

  • The bill lets ESOP fiduciaries use independent appraisals to value non-publicly traded company stock.
  • It affects employees who own shares in their employer through an ESOP retirement plan.
  • Appraisers must follow IRS valuation methodology, with no new federal spending required.

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Community Threads

Started by Cosponsor

  1. 01

    How might allowing independent appraisals instead of current valuation methods affect the retirement security of employees who own company stock through ESOPs?

  2. 02

    What safeguards should exist to ensure ESOP appraisers remain truly independent while following IRS valuation methodology?

  3. 03

    Which employees would benefit most from this change, and could it create valuation disparities between different companies or industries?

Cosponsor writes these to seed civic discussion — they aren't user posts. Sign in to reply.

Sponsor · R-GA-12

Rick W. Allen

Citizen cosponsors

0

In Congress

4/ 435

House Reps cosponsoring

Introduced 2026-01-14

Joining the bill

Legislative timeline

  1. 2026-01-14 · house · Calendars

    Placed on the Union Calendar, Calendar No. 383.

  2. 2026-01-14 · house · Committee

    Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-448.

  3. 2026-01-14 · Committee

    Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-448.

  4. 2025-09-17 · house · Committee

    Ordered to be Reported (Amended) by the Yeas and Nays: 35 - 0.

  5. 2025-09-17 · house · Committee

    Committee Consideration and Mark-up Session Held

  6. 2025-09-08 · house · IntroReferral

    Referred to the House Committee on Education and Workforce.

  7. 2025-09-08 · IntroReferral

    Introduced in House

  8. 2025-09-08 · IntroReferral

    Introduced in House

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