IRA-Based · DOL Form 5500 · 2024

Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926 IRA-Based Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
173
Participants Small participant base
65th
Percentile by assets National rank
$90,007
Avg per participant Below avg balance/head
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Official DOL plan name: Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan · Sponsored by Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926 · Hawaii · Construction

$16M in assets, 173 participants

Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926's Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan reported $16M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #5,782 in Construction (9,039 peers)

Coverage in Hawaii

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan covers 173 participants in Hawaii, about 45% of the average Hawaii filer (state average ~380 per filing). Assets: $16M.

#5,782
in Construction (9,039 peers)
+16.2%
assets growth YoY

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan's mid-pack asset rank among Construction and all filers

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$15,571,153 Top 35% higher than 65% 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

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan reported participants rose from 169 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 990180872 · Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926 PY 2024 · IRA-Based

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan · $16M · 173 · 65th

  • SCH $16M
  • EBSA 173
  • PART 65th
  • TYPE IRA-Based
  • NET near Balis & Co., Inc. Pension Plan
  • BOOK ind #5782

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 Construction retirement plans → · Plans in Hawaii →

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan in the asset neighbourhood

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity PlanCarpet, Linoleum and Soft Ti…$16MBalis & Co., Inc. Pension PlanBalis & Co., Inc. Pension Pl…$11MEmployee Retirement Security Plan of the Achievement Centers for ChildrenEmployee Retirement Security…$8MIllinois Center for Autism 403b PlanIllinois Center for Autism 4…$8MBanyan Retirement Plan$3M
End-of-year total assets ($M) among Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan and nearest nationwide IRA-Based peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN990180872
Plan Effective Date1978-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926)

Sponsor-wide plan assets over time

All Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926 plans reported in each filing year

Latest sponsor-wide plan assets
$16M 33.57221574235733% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.7M $15.6M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 160 $12M
2023 1 169 $13M
2024 1 173 $16M

Nearby IRA-Based Plans in Hawaii

Peer IRA-Based plans, same state, same plan type, ranked by total assets.

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan vs. nearby IRA-Based plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 010203040 Total assets ($M) Participants Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan, Total assets ($M): 15.571153 · Participants: 173Carpet, Linoleum and Soft Tile Local Union 1926 Annuity PlanHawaii Glaziers Annuity Trust Fund, Total assets ($M): 36.120013 · Participants: 228Hawaii Glaziers Annuity Trust FundBalis & Co., Inc. Pension Plan, Total assets ($M): 10.864769 · Participants: 0Balis & Co., Inc. Pension PlanEmployee Retirement Security Plan of the Achievement Centers for Children, Total assets ($M): 8.059782 · Participants: 326Employee Retirement Security Plan of the Achievement Centers for ChildrenIllinois Center for Autism 403b Plan, Total assets ($M): 7.635645 · Participants: 150Illinois Center for Autism 403b PlanBanyan Retirement Plan, Total assets ($M): 3.19454 · Participants: 402Banyan Retirement Plan
Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan vs. nearby IRA-Based plans in Hawaii, assets vs. participants
Compare Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan side-by-side with 3 peers →

Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan's out-of-state IRA-Based peers by assets and headcount

Outside Hawaii, the nearest IRA-Based by assets is Balis & Co., Inc. Pension Plan in NY ($11M); by covered participants it is Swingline Inc Employees IRA Plan in IL (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan assets move in 2024? ▼
Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan grew sharply - up 16.2% during 2024, from $13M to $16M. Reported net income was $2M.
How have Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustee of Carpet, Linoleum and Soft Tile Local 1926's sponsor-wide assets grew 33.6%, from $12M to $16M.
Which IRA-Based plans are similar in size to Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan? ▼
Among IRA-Based plans in other states, the closest by assets is Balis & Co., Inc. Pension Plan in NY ($11M, N/A participants).
Which IRA-Based plans cover a similar participant headcount to Carpet, Linoleum and Soft Tile Local Union 1926 Annuity Plan? ▼
Among IRA-Based plans in other states, the closest by covered participants is Swingline Inc Employees IRA Plan in IL (7 participants, N/A 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 990180872.

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.