3.0.0 5169 2026-01-23T17:06:13Z 2026-01-23T17:06:13Z House H HR 2025-09-08 119 https://www.congress.gov/bill/119th-congress/house-bill/5169 <pre>[Congressional Record Volume 171, Number 146 (Monday, September 8, 2025)][House]From the Congressional Record Online through the Government Publishing Office [<a href="https://www.gpo.gov">www.gpo.gov</a>]By Mr. ALLEN:H.R. 5169.Congress has the power to enact this legislation pursuantto the following:clause 18 of section 8 of article 1 of the Constitution[Page H3892]</pre> hsed00 Education and Workforce Committee House Standing Reported By 2026-01-14T17:14:15Z Markup By 2025-09-17T19:40:46Z Referred To 2025-09-08T16:00:10Z H. Rept. 119-448 119 2403 S 2025-10-17 Held at the desk. 14:23:18 Related bill CRS Related bill House 2026-01-14 Placed on the Union Calendar, Calendar No. 383. Calendars H12410 2 House floor actions U00383 2026-01-14 Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-448. Committee H12200 2 House floor actions hsed00 Education and Workforce Committee 2026-01-14 Reported (Amended) by the Committee on Education and Workforce. H. Rept. 119-448. Committee 5000 9 Library of Congress hsed00 Education and Workforce Committee 2025-09-17 hsed00 Education and Workforce Committee 1 House committee actions Ordered to be Reported (Amended) by the Yeas and Nays: 35 - 0. Committee 2025-09-17 hsed00 Education and Workforce Committee 1 House committee actions Committee Consideration and Mark-up Session Held Committee 2025-09-08 Referred to the House Committee on Education and Workforce. IntroReferral H11100 2 House floor actions hsed00 Education and Workforce Committee 2025-09-08 Introduced in House IntroReferral Intro-H 9 Library of Congress 2025-09-08 Introduced in House IntroReferral 1000 9 Library of Congress A000372 Rep. Allen, Rick W. [R-GA-12] Rick Allen R GA W. 12 N E000246 Rep. Edwards, Chuck [R-NC-11] Chuck Edwards R NC 11 2025-09-16 False M001233 Rep. Messmer, Mark B. [R-IN-8] Mark Messmer R IN B. 8 2025-09-18 False M001208 Rep. McBath, Lucy [D-GA-6] Lucy McBath D GA 6 2025-10-10 False B001322 Rep. Baumgartner, Michael [R-WA-5] Michael Baumgartner R WA 5 2025-10-10 False Labor and Employment Employee benefits and pensions 2025-09-15T15:59:50Z Financial services and investments 2025-09-15T15:59:50Z Securities 2025-09-15T15:59:50Z Labor and Employment 2025-09-23T17:35:18Z

00 2025-09-08 Introduced in House 2025-12-15T18:07:23Z <p><strong>Retire through Ownership Act</strong></p><p>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 the fair market value&nbsp;of the plan's securities if the securities are not traded on a national securities exchange (i.e., not publicly traded) and the expert or appraiser follows specified methodologies.&nbsp;</p><p>In general,&nbsp;ESOPs are defined contribution pension plans where employees accrue shares of their employers' stock in individual accounts as part of their compensation. After separating from employment or retiring, employees receive the cash value of their shares.</p><p>Under the bill, an independent appraiser or expert must adhere to the methodology established under the Internal Revenue Service Ruling 59-60, which prescribes the factors a professional business appraiser should consider in forming a valuation of the stock&nbsp;for a closely held business.&nbsp;</p>

Short Title(s) as Reported to House 102 2026-01-15T11:08:51Z H House Reported in House RH Display Title 45 2025-09-11T04:53:22Z Short Title(s) as Introduced 101 2025-09-11T04:53:21Z Introduced in House IH Official Title as Introduced 6 2025-09-11T04:48:33Z Introduced in House IH Reported in House 2026-01-14T05:00:00Z https://www.govinfo.gov/content/pkg/BILLS-119hr5169rh/xml/BILLS-119hr5169rh.xml Introduced in House 2025-09-08T04:00:00Z https://www.govinfo.gov/content/pkg/BILLS-119hr5169ih/xml/BILLS-119hr5169ih.xml 2026-01-14 Placed on the Union Calendar, Calendar No. 383. text/xml EN Pursuant to Title 17 Section 105 of the United States Code, this file is not subject to copyright protection and is in the public domain. Congressional Research Service, Library of Congress This file contains bill summaries and statuses for federal legislation. A bill summary describes the most significant provisions of a piece of legislation and details the effects the legislative text may have on current law and federal programs. Bill summaries are authored by the Congressional Research Service (CRS) of the Library of Congress. As stated in Public Law 91-510 (2 USC 166 (d)(6)), one of the duties of CRS is "to prepare summaries and digests of bills and resolutions of a public general nature introduced in the Senate or House of Representatives". For more information, refer to the User Guide that accompanies this file.