Other
2022 plan-year Other DOL Form 5500

Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Charleston's Restaurant Group, Inc. ยท Oklahoma ยท Administrative & Support Services

What the 2023 filing shows

Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan holds $47M for 8,221 participants - about $5,755 per participant, up 11.7% over the 2022 plan year.

$47M
total plan assets (2022 EOY)
8,221
covered participants
$5,755
avg assets per participant
+11.7%
assets growth YoY
Total Assets (2023)
$47M
Participants
8,221
State
Industry
Administrative & Support Services

What the Filing Says About Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan

Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Charleston's Restaurant Group, Inc., headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $47M in total end-of-year assets and covers 8,221 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 731408262, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $42M at the beginning of 2022 to $47M at year-end โ€” a gain of 11.7%. Net assets (after liabilities) closed the year at $47M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$42M
Total Assets (End of Year)$47M
Net Assets (End of Year)$47M
Net Income$5M
Plan TypeOther
Employer EIN731408262
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Charleston's Restaurant Group, Inc.)

Year Plans Participants Total Assets
2022 1 8,221 $47M
2023 1 9,111 $58M
2024 1 11,991 $47M

Nearby Other Plans in Oklahoma

Peer Other plans โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan holds $47M in total assets with 8,221 participants. It is sponsored by Charleston's Restaurant Group, Inc..
What type of plan is Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan?
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 731408262.
Who sponsors the Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan?
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan is sponsored by Charleston's Restaurant Group, Inc., located in Oklahoma. The sponsor's EIN is 731408262 and the plan operates in the Administrative & Support Services industry.
How did Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan perform in 2022?
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan grew by 11.7% during 2022, moving from $42M to $47M in total assets. Net income was $5M.
Where can I find official filings for Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 731408262 or plan name at efast.dol.gov.
How does Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 731408262.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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