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BillsHH.R. 5169

Retire through Ownership Act

119th CongressIntroduced September 8, 2025Rep. Allen, Rick W. [R-GA-12]· GA-12
Stage
In committee
Latest action
Placed on the Union Calendar, Calendar No. 383.
January 14, 2026

Summary

Retire through Ownership Act This bill allows the fiduciary of an Employee Stock Ownership Plan (ESOP) to rely on a valuation provided by an independent valuation or business appraiser in determining

Committees

  • PrimaryEducation and Workforce Committee

CRS subjects

Employee benefits and pensionsFinancial services and investmentsSecurities

Action history

  1. September 8, 2025Introduced in House
  2. September 8, 2025Introduced in House
  3. September 8, 2025Referred to the House Committee on Education and Workforce.
  4. September 17, 2025Committee Consideration and Mark-up Session Held
  5. September 17, 2025Ordered to be Reported (Amended) by the Yeas and Nays: 35 - 0.
  6. January 14, 2026Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-448.
  7. January 14, 2026Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-448.
  8. January 14, 2026Placed on the Union Calendar, Calendar No. 383.

Cosponsors (3)

Text versions

Related bills

  • S. 2403related
    Retire through Ownership Act