ESOP · DOL Form 5500 · 2024

Charleston's Restaurant Group, Inc. ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
11,991
Participants Very large workforce
83rd
Percentile by assets National rank
$3,917
Avg per participant Low balance/head
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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.

  • #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.

#4,004
in Administrative & Support Services (4,368 peers)
-19.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

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

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

Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan is a mega filing (11,991 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 731408262 · Charleston's Restaurant Group, Inc. PY 2024 · ESOP

Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan · $47M · 11,991 · 83rd

  • 5500 $47M
  • ASSETS 11,991
  • PCT 83rd
  • EIN ESOP
  • RANK near Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4004

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 Oklahoma →

Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

S. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$47MScientific Applications & Research Associates, Inc. Employee Stock Ownership PlanScientific Applications & Re…$47MSummers of Brownsburg ESOP$47MCharleston's Restaurant Group, Inc. Employee Stock Ownership PlanCharleston's Restaurant Grou…$47MValsource, Inc. Employee Stock Ownership PlanValsource, Inc. Employee Sto…$47M
End-of-year total assets ($M) among Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$47M
Net Income-$11M
Employer EIN731408262
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Charleston's Restaurant Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47M 0.7182518875717014% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47.3M $47M ▼ -0.7%
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 Scatter plot of 6 data points. -5000050001000015000 0100200300400 Total assets ($M) Participants Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 46.969923 · Participants: 11991Charleston's Restaurant Group, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants

Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan in CA ($47M); by covered participants it is Andersen Corporation Employee Stock Ownership Plan in MN (12,104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,991 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 Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan declined sharply - down 19.4% during 2024, from $58M to $47M. Reported net income was -$11M.
How have Charleston's Restaurant Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charleston's Restaurant Group, Inc.'s sponsor-wide assets declined 0.7%, from $47M to $47M.
Where does Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scientific Applications & Research Associates, Inc. Employee Stock Ownership Plan in CA ($47M, 215 participants).
Which ESOP plans cover a similar participant headcount to Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Andersen Corporation Employee Stock Ownership Plan in MN (12,104 participants, $963M in assets).