ESOP · DOL Form 5500 · 2023
Charleston's Restaurant Group, Inc. ESOP
Data updated 2026-08-11
- $58M
- Total assets
- 9,111
- Participants
- 87th
- Percentile by assets
- $6,399
- Avg per participant
Official DOL plan name: Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan · Sponsored by Charleston's Restaurant Group, Inc. · Oklahoma · Administrative & Support Services
$58M in assets, 9,111 participants
Charleston's Restaurant Group, Inc.'s Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reported $58M in total assets and 9,111 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 127,072 plans)
- #4,097 in Administrative & Support Services (4,372 peers)
Coverage in Oklahoma
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan covers 9,111 participants in Oklahoma, 12x the typical Oklahoma plan (state average ~760 per filing). Assets: $58M.
- $58M
- total plan assets (2023 EOY)
- 9,111
- covered participants
- 87th
- percentile by assets (of 127,072 plans)
- $6,399
- avg assets per participant
Where Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan sits by total assets
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$58,301,114 Top 13% higher than 87% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $47M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reported participants rose from 8,221 in the plan year 2022 filing to 9,111 in the plan year 2023 filing.
Participants vs Oklahoma filers
In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reports 9,111 participants - 12x that state average ($58M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $11M |
| Employer EIN | 731408262 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING 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 ESOP Plans in Oklahoma
Peer ESOP plans, same state, same plan type, ranked by total assets.
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
- Locke Supply Co. Employee Stock Ownership Plan $311M · 1,300
- International Chemical Company Employee Stock Ownership Plan $232M · 62
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $155M · 1,305
- Bancfirst Corporation Employee Stock Ownership Plan $147M · 1,631
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $118M · 132
Scale composition for Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reports $58M in end-of-year assets across 9,111 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $6,399 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $11M.
This plan identity (EIN 731408262, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $47M to $47M (-0.7%) while covered participants moved from 8,221 to 11,991 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,221 | $47M | Open filing |
| 2023 | 9,111 | $58M | This page |
| 2024 · index core | 11,991 | $47M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan (ESOP, $47M, 11,991 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oklahoma. Compare plans
- Charleston's Restaurant Group, Inc.'s sponsor-wide assets have declined 0.7% since 2022 across 3 plan years on file. More Administrative & Support Services plans