Other
2022 plan-year Other DOL Form 5500

The Carpet Shoppe, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by The Carpet Shoppe, Inc. · Hawaii · Retail Trade

What the 2023 filing shows

The Carpet Shoppe, Inc. Employee Stock Ownership Plan holds $4M for 112 participants — about $33,313 per participant, down 19.1% over the 2022 plan year.

$4M
total plan assets (2022 EOY)
112
covered participants
$33,313
avg assets per participant
-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.

Total Assets (2023)
$4M
Participants
112
State
Industry
Retail Trade

What the Filing Says About The Carpet Shoppe, Inc. Employee Stock Ownership Plan

The Carpet Shoppe, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by The Carpet Shoppe, Inc., headquartered in Hawaii. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 112 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 990153705, and the plan has been effective since 2013-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2022 to $4M at year-end — a decline of 19.1%. Net assets (after liabilities) closed the year at $-2,991,178, with reported net income of $-563,123 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$4M
Net Assets (End of Year)$-2,991,178
Net Income$-563,123
Plan TypeOther
Employer EIN990153705
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Carpet Shoppe, Inc.)

Year Plans Participants Total Assets
2022 2 237 $13M
2023 1 117 $3M

Nearby Other Plans in Hawaii

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

Frequently Asked Questions

How much money is in the The Carpet Shoppe, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, The Carpet Shoppe, Inc. Employee Stock Ownership Plan holds $4M in total assets with 112 participants. It is sponsored by The Carpet Shoppe, Inc..
What type of plan is The Carpet Shoppe, Inc. Employee Stock Ownership Plan?
The Carpet Shoppe, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2013-05-01. The plan is filed with the U.S. Department of Labor under EIN 990153705.
Who sponsors the The Carpet Shoppe, Inc. Employee Stock Ownership Plan?
The Carpet Shoppe, Inc. Employee Stock Ownership Plan is sponsored by The Carpet Shoppe, Inc., located in Hawaii. The sponsor's EIN is 990153705 and the plan operates in the Retail Trade industry.
How did The Carpet Shoppe, Inc. Employee Stock Ownership Plan perform in 2022?
The Carpet Shoppe, Inc. Employee Stock Ownership Plan declined by 19.1% during 2022, moving from $5M to $4M in total assets. Net income was $-563,123.
Where can I find official filings for The Carpet Shoppe, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for The Carpet Shoppe, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990153705 or plan name at efast.dol.gov.
How does The Carpet Shoppe, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare The Carpet Shoppe, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 990153705.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.