ESOP · DOL Form 5500 · 2024
Charleston's Restaurant Group, Inc. ESOP
Data updated 2026-08-11
- $47M
- Total assets
- 11,991
- Participants
- 83rd
- Percentile by assets
- $3,917
- 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
$47M in assets, 11,991 participants
Charleston's Restaurant Group, Inc.'s Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reported $47M in total assets and 11,991 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 123,622 plans)
- #4,004 in Administrative & Support Services (4,368 peers)
Coverage in Oklahoma
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan covers 11,991 participants in Oklahoma, 16x the typical Oklahoma plan (state average ~760 per filing). Assets: $47M.
- $47M
- total plan assets (2024 EOY)
- 11,991
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $3,917
- avg assets per participant
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2024 · DOL Form 5500
$46,969,923 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan reported participants rose from 9,111 in the plan year 2023 filing to 11,991 in the plan year 2024 filing.
- Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $58M in the plan year 2023 filing to $47M in the plan year 2024 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 11,991 participants - 16x that state average ($47M EOY assets).
Oklahoma filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $47M |
| 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.
- Locke Supply Co. Employee Stock Ownership Plan $293M · 1,287
- International Chemical Company Employee Stock Ownership Plan $251M · 65
- Metro Builders Supply, Inc. Employee Stock Ownership Plan $169M · 1,300
- Bancfirst Corporation Employee Stock Ownership Plan $159M · 1,860
- Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan $119M · 172
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