ESOP · DOL Form 5500 · 2023

The Carpet Shoppe, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
117
Participants Small participant base
36th
Percentile by assets National rank
$26,165
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

$3M in assets, 117 participants

The Carpet Shoppe, Inc.'s The Carpet Shoppe, Inc. Employee Stock Ownership Plan reported $3M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #3,996 in Retail Trade (8,414 peers)

Coverage in Hawaii

The Carpet Shoppe, Inc. Employee Stock Ownership Plan covers 117 participants in Hawaii, about 31% of the average Hawaii filer (state average ~380 per filing). Assets: $3M.

#3,996
in Retail Trade (8,414 peers)
-18.0%
assets change YoY

The plan reported a net loss of $347K 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 2023 · DOL Form 5500

$3,061,344 36th percentile higher than 36% 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

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

Plan-year 2023 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 (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Carpet Shoppe, Inc. Employee Stock Ownership Plan reported net income rose from -$563K in the plan year 2022 filing to -$347K in the plan year 2023 filing.
  • The Carpet Shoppe, Inc. Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Carpet Shoppe, Inc. Employee Stock Ownership Plan reported participants rose from 112 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 990153705 · The Carpet Shoppe, Inc. PY 2023 · ESOP

The Carpet Shoppe, Inc. Employee Stock Ownership Plan · $3M · 117 · 36th

  • PART $3M
  • TYPE 117
  • NET 36th
  • BOOK ESOP
  • VS-ST near Dini Spheris, Inc. Employee Stock Ownership Plan
  • BOY ind #3996

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

The Carpet Shoppe, Inc. Employee Stock Ownership PlanThe Carpet Shoppe, Inc. Empl…$3MDini Spheris, Inc. Employee Stock Ownership PlanDini Spheris, Inc. Employee …$3MThe Gledhill Road Machinery Co Employee Stock Ownership PlanThe Gledhill Road Machinery …$3MThe Beck Group, Inc. Employee Stock Ownership PlanThe Beck Group, Inc. Employe…$3MRj Tide Construction Company, Inc. Employee Stock Ownership PlanRj Tide Construction Company…$3M
End-of-year total assets ($M) among The Carpet Shoppe, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$3M
Net Income-$347K
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. 050010001500 -50050100150 Total assets ($M) Participants The Carpet Shoppe, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.061344 · Participants: 117The Carpet Shoppe, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership Plan
The Carpet Shoppe, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare The Carpet Shoppe, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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 Dini Spheris, Inc. Employee Stock Ownership Plan in TX ($3M); by covered participants it is Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

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 The Carpet Shoppe, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Carpet Shoppe, Inc. Employee Stock Ownership Plan declined sharply - down 18.0% during 2023, from $4M to $3M. Reported net income was -$347K.
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 Dini Spheris, Inc. Employee Stock Ownership Plan in TX ($3M, 12 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 Jth Industrial, Inc. Employee Stock Ownership Plan in TN (117 participants, $12M 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 990153705.

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.