ESOP · DOL Form 5500 · 2023

Carpetland USA Milwaukee, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
84
Participants Small participant base
60th
Percentile by assets National rank
$129,173
Avg per participant Near avg balance/head
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Official DOL plan name: Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan · Sponsored by Carpetland USA Milwaukee, Inc. · Wisconsin · Construction

$11M in assets, 84 participants

Carpetland USA Milwaukee, Inc.'s Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan reported $11M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,299 in Construction (9,030 peers)

Carpetland USA Milwaukee, Inc. multi-year trail

Carpetland USA Milwaukee, Inc.'s plans moved +48.9% in assets from 2022 to 2024; this filing shows Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan at $11M / 84 participants.

#5,299
in Construction (9,030 peers)
+42.6%
assets growth YoY

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,850,500 Top 40% higher than 60% of 127,068 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 2023

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan reported participants rose from 81 in the plan year 2022 filing to 84 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391998347 · Carpetland USA Milwaukee, Inc. PY 2023 · ESOP

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan · $11M · 84 · 60th

  • PHOTO $11M
  • PHOTO 84
  • PHOTO 60th
  • PHOTO ESOP
  • PHOTO near Mksk Employee Stock Ownership Plan
  • PHOTO ind #5299

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 Wisconsin →

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Foundation Constructors, Inc. Employee Stock Ownership PlanFoundation Constructors, Inc…$11MHappy Harry's Holdings, Inc. Employee Stock Ownership PlanHappy Harry's Holdings, Inc.…$11MCarpetland USA Milwaukee, Inc. Employee Stock Ownership PlanCarpetland USA Milwaukee, In…$11MMksk Employee Stock Ownership PlanMksk Employee Stock Ownershi…$11MFahs Construction Group, Inc. Employee Stock Ownership PlanFahs Construction Group, Inc…$11M
End-of-year total assets ($M) among Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Carpetland USA Milwaukee, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carpetland USA Milwaukee, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 48.87839169568359% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.61M $11.3M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 81 $8M
2023 1 84 $11M
2024 1 89 $11M

Carpetland USA Milwaukee, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)-$10M
Net Income$4M
Employer EIN391998347
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

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

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0108505 · Participants: 84Carpetland USA Milwaukee, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Mksk Employee Stock Ownership Plan in OH ($11M); by covered participants it is The Peoples State Bank Employee Stock Ownership Plan in IN (84 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan surged - up 42.6% during 2023, from $8M to $11M. Reported net income was $4M.
How have Carpetland USA Milwaukee, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carpetland USA Milwaukee, Inc.'s sponsor-wide assets grew 48.9%, from $8M to $11M.
Which ESOP plans are similar in size to Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mksk Employee Stock Ownership Plan in OH ($11M, 136 participants).
Which ESOP plans cover a similar participant headcount to Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples State Bank Employee Stock Ownership Plan in IN (84 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391998347.

Read our methodology - how this data is sourced, computed, and verified.

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