ESOP · DOL Form 5500 · 2023
Superior Carpet Installers, Inc. ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $159,450
- Avg per participant Above avg balance/head
Official DOL plan name: Superior Carpet Installers, Inc. Employee Stock Ownership Plan · Sponsored by Superior Carpet Installers, Inc. · Indiana · Retail Trade
$4M in assets, 27 participants
Superior Carpet Installers, Inc.'s Superior Carpet Installers, Inc. Employee Stock Ownership Plan reported $4M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #4,404 in Retail Trade (8,414 peers)
2023 asset change
Superior Carpet Installers, Inc. Employee Stock Ownership Plan pulled back noticeably 11.9% in 2023 ($5M → $4M) for 27 participants.
- #4,404
- in Retail Trade (8,414 peers)
- -11.9%
- assets change YoY
The plan reported a net loss of $580K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Superior Carpet Installers, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
Superior Carpet Installers, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,305,144 42nd percentile higher than 42% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Superior Carpet Installers, 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. Superior Carpet Installers, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Superior Carpet Installers, Inc. Employee Stock Ownership Plan reported net income fell from $183K in the plan year 2022 filing to -$580K in the plan year 2023 filing.
- Superior Carpet Installers, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Superior Carpet Installers, Inc. Employee Stock Ownership Plan reported participants rose from 25 in the plan year 2022 filing to 27 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 311253859 · Superior Carpet Installers, Inc. PY 2023 · ESOP
Superior Carpet Installers, Inc. Employee Stock Ownership Plan · $4M · 27 · 42nd
- NET $4M
- BOOK 27
- VS-ST 42nd
- BOY ESOP
- SCH near Asset Engineering Limited LLC Employee Stock Ownership Plan
- EBSA ind #4404
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 Indiana →
Superior Carpet Installers, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Superior Carpet Installers, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Superior Carpet Installers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 8.139852175011326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 25 | $5M |
| 2023 | 1 | 27 | $4M |
| 2024 | 1 | 29 | $4M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$580K |
| Employer EIN | 311253859 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.9B · 3,535
- Urschel Laboratories Employee Stock Ownership Plan $366M · 487
- Nibco Inc. Employee Stock Ownership Plan $365M · 1,242
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $139M · 363
- Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan $135M · 558
Superior Carpet Installers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Indiana, the nearest ESOP by assets is Asset Engineering Limited LLC Employee Stock Ownership Plan in CO ($4M); by covered participants it is Kramer Mechanical Employee Stock Ownership Plan in MN (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (27 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.