ESOP · DOL Form 5500 · 2024

Carpetland USA Milwaukee, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
89
Participants Small participant base
58th
Percentile by assets National rank
$127,308
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, 89 participants

Carpetland USA Milwaukee, Inc.'s Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan reported $11M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,113 in Construction (9,039 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 / 89 participants.

#5,113
in Construction (9,039 peers)
+4.4%
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 2024 · DOL Form 5500

$11,330,390 Top 42% higher than 58% of 123,620 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 2024

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

Plan-year 2024 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 (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan reported participants rose from 84 in the plan year 2023 filing to 89 in the plan year 2024 filing.
  • Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391998347 · Carpetland USA Milwaukee, Inc. PY 2024 · ESOP

Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan · $11M · 89 · 58th

  • SCH $11M
  • EBSA 89
  • PART 58th
  • TYPE ESOP
  • NET near Smith Berger Marine, Inc. Employee Stock Ownership Plan
  • BOOK ind #5113

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

Tricon Construction, Inc. Employee Stock Ownership PlanTricon Construction, Inc. Em…$11MCarpetland USA Milwaukee, Inc. Employee Stock Ownership PlanCarpetland USA Milwaukee, In…$11MSmith Berger Marine, Inc. Employee Stock Ownership PlanSmith Berger Marine, Inc. Em…$11MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$11MBcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$11M
End-of-year total assets ($M) among Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$9M
Net Income$1M
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): 0.01133039 · Participants: 89Carpetland USA Milwaukee, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems 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 Smith Berger Marine, Inc. Employee Stock Ownership Plan in WA ($11M); by covered participants it is Paddock Holdings, Inc. Employee Stock Ownership Plan in SC (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan edged up modestly - up 4.4% during 2024, from $11M to $11M. Reported net income was $1M.
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 Smith Berger Marine, Inc. Employee Stock Ownership Plan in WA ($11M, 25 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 Paddock Holdings, Inc. Employee Stock Ownership Plan in SC (89 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.