ESOP · DOL Form 5500 · 2022

The Carpet Shoppe, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
112
Participants Small participant base
45th
Percentile by assets National rank
$33,313
Avg per participant Low balance/head
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Official DOL plan name: The Carpet Shoppe, Inc. Employee Stock Ownership Plan · Sponsored by The Carpet Shoppe, Inc. · Hawaii · Retail Trade

$4M in assets, 112 participants

The Carpet Shoppe, Inc.'s The Carpet Shoppe, Inc. Employee Stock Ownership Plan reported $4M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 45th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,143 in Retail Trade (9,519 peers)

Coverage in Hawaii

The Carpet Shoppe, Inc. Employee Stock Ownership Plan covers 112 participants in Hawaii, about 29% of the average Hawaii filer (state average ~380 per filing). Assets: $4M.

#5,143
in Retail Trade (9,519 peers)
-19.1%
assets change YoY

The plan reported a net loss of $563K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Carpet Shoppe, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

The Carpet Shoppe, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,731,091 45th percentile higher than 45% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Carpet Shoppe, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carpet Shoppe, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (112 participants).

DOL schedule card

Filing strip 990153705 · The Carpet Shoppe, Inc. PY 2022 · ESOP

The Carpet Shoppe, Inc. Employee Stock Ownership Plan · $4M · 112 · 45th

  • PART $4M
  • PART 112
  • PART 45th
  • PART ESOP
  • PART near Fred C. Church, Inc. Employees' Stock Ownership Plan and Trust
  • PART ind #5143

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Hawaii →

The Carpet Shoppe, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fred C. Church, Inc. Employees' Stock Ownership Plan and TrustFred C. Church, Inc. Employe…$4MColeman Bancshares, Inc. Employee Stock Ownership PlanColeman Bancshares, Inc. Emp…$4MApplied Behavior Consultants, Inc. Employee Stock Ownership PlanApplied Behavior Consultants…$4MThe Carpet Shoppe, Inc. Employee Stock Ownership PlanThe Carpet Shoppe, Inc. Empl…$4MThe Martindale Electric Company Employee Stock Ownership PlanThe Martindale Electric Comp…$4M
End-of-year total assets ($M) among The Carpet Shoppe, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$3M
Net Income-$563K
Employer EIN990153705
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carpet Shoppe, Inc.)

Sponsor-wide plan assets over time

All The Carpet Shoppe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 77.04450421250876% vs 2022
2023 filing year
$0M$5M$10M$15M 20222023 $13.3M $3.06M ▼ -77.1%
Year Plans Participants Total Assets
2022 2 237 $13M
2023 1 117 $3M

Nearby ESOP Plans in Hawaii

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Carpet Shoppe, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -50050100150 Total assets ($M) Participants The Carpet Shoppe, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.731091 · Participants: 112The Carpet Shoppe, Inc. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 110.308171 · Participants: 260Bowers & Kubota Consulting, Inc. ESOPRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.053855 · Participants: 1734Roberts Hawaii, Inc. Employee Stock Ownership PlanR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 102.847955 · Participants: 99R. M. Towill Corporation Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 93.422329 · Participants: 109Gpf Life and Health Benefits Co. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 83.237111 · Participants: 338Hpm Building Supply Employee Stock Ownership Plan
The Carpet Shoppe, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants

The Carpet Shoppe, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Fred C. Church, Inc. Employees' Stock Ownership Plan and Trust in MA ($4M); by covered participants it is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Carpet Shoppe, Inc. Employee Stock Ownership Plan assets move in 2022?
The Carpet Shoppe, Inc. Employee Stock Ownership Plan declined sharply - down 19.1% during 2022, from $5M to $4M. Reported net income was -$563K.
How have The Carpet Shoppe, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2023), The Carpet Shoppe, Inc.'s sponsor-wide assets declined 77.0%, from $13M to $3M.
Which ESOP plans are similar in size to The Carpet Shoppe, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Fred C. Church, Inc. Employees' Stock Ownership Plan and Trust in MA ($4M, N/A participants).
Which ESOP plans cover a similar participant headcount to The Carpet Shoppe, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Mjw Consolidated, Inc. Employee Stock Ownership Plan in FL (112 participants, $45M in assets).