ESOP · DOL Form 5500 · 2024

Nautical Restaurants, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
55
Participants Small participant base
41st
Percentile by assets National rank
$85,764
Avg per participant Below avg balance/head
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Official DOL plan name: Nautical Restaurants, Inc. Employee Stock Ownership Plan · Sponsored by Nautical Restaurants, Inc. · Kentucky · Food Services & Accommodation

$5M in assets, 55 participants

Nautical Restaurants, Inc.'s Nautical Restaurants, Inc. Employee Stock Ownership Plan reported $5M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,776 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Nautical Restaurants, Inc. Employee Stock Ownership Plan ranks #2,776 of 3,672 2024 filers by assets (415% of the sector average)-$5M for 55 participants.

#2,776
in Food Services & Accommodation (3,672 peers)
-9.2%
assets change YoY

The plan reported a net loss of $322K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nautical Restaurants, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Nautical Restaurants, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,717,008 41st percentile higher than 41% 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

Nautical Restaurants, 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. Nautical Restaurants, Inc. Employee Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nautical Restaurants, Inc. Employee Stock Ownership Plan reported net income fell from $528K in the plan year 2023 filing to -$322K in the plan year 2024 filing.
  • Nautical Restaurants, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Nautical Restaurants, Inc. Employee Stock Ownership Plan reported participants fell from 59 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 610898530 · Nautical Restaurants, Inc. PY 2024 · ESOP

Nautical Restaurants, Inc. Employee Stock Ownership Plan · $5M · 55 · 41st

  • ASSETS $5M
  • PCT 55
  • EIN 41st
  • RANK ESOP
  • PHOTO near Applied Behavior Consultants, Inc. Employee Stock Ownership Plan
  • IND ind #2776

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 Kentucky →

Nautical Restaurants, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nautical Restaurants, Inc. Employee Stock Ownership PlanNautical Restaurants, Inc. E…$5MApplied Behavior Consultants, Inc. Employee Stock Ownership PlanApplied Behavior Consultants…$5MBak Holdings, Inc. Employee Stock Ownership PlanBak Holdings, Inc. Employee …$5MHackett Publishing Company, Inc. Employee Stock Ownership PlanHackett Publishing Company, …$5MHuntsman Architectural Group Employee Stock Ownership PlanHuntsman Architectural Group…$5M
End-of-year total assets ($M) among Nautical Restaurants, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$322K
Employer EIN610898530
Plan Effective Date2001-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Nautical Restaurants, Inc.)

Sponsor-wide plan assets over time

All Nautical Restaurants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.709621102533955% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $4.08M $4.72M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 61 $4M
2023 1 59 $5M
2024 1 55 $5M

Nearby ESOP Plans in Kentucky

Peer ESOP plans, same state, same plan type, ranked by total assets.

Nautical Restaurants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -10123 Total assets ($B) Participants Nautical Restaurants, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004717008 · Participants: 55Nautical Restaurants, Inc. Employee Stock Ownership PlanHouchens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.640129838 · Participants: 7785Houchens Industries, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.177392403 · Participants: 1534Gray, Inc. Employee Stock Ownership PlanStock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan, Total assets ($B): 0.167312413 · Participants: 1107Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership PlanInterstate Personnel Services, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.122999859 · Participants: 834Interstate Personnel Services, Inc. Employee Stock Ownership PlanH & R Agri-Power Employee Stock Ownership Plan, Total assets ($B): 0.111162082 · Participants: 522H & R Agri-Power Employee Stock Ownership Plan
Nautical Restaurants, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants
Compare Nautical Restaurants, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Nautical Restaurants, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Applied Behavior Consultants, Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.

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 Nautical Restaurants, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Nautical Restaurants, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.2% during 2024, from $5M to $5M. Reported net income was -$322K.
How have Nautical Restaurants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nautical Restaurants, Inc.'s sponsor-wide assets grew 15.7%, from $4M to $5M.
Which ESOP plans are similar in size to Nautical Restaurants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Applied Behavior Consultants, Inc. Employee Stock Ownership Plan in CA ($5M, 174 participants).
Which ESOP plans cover a similar participant headcount to Nautical Restaurants, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants, $5M 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 610898530.

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.