401(k) · DOL Form 5500 · 2022

CARIBOU 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
391
Participants Below avg headcount
55th
Percentile by assets National rank
$15,678
Avg per participant Low balance/head
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Official DOL plan name: Caribou 401(k) Plan · Sponsored by CARIBOU · District of Columbia · Retail Trade

$6M in assets, 391 participants

CARIBOU's Caribou 401(k) Plan reported $6M in total assets and 391 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #6,149 in Retail Trade (9,519 peers)

Coverage in District of Columbia

Caribou 401(k) Plan covers 391 participants in District of Columbia, about 27% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $6M.

#6,149
in Retail Trade (9,519 peers)
$6M
reported net income

Caribou 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Caribou 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,129,979 Top 45% higher than 55% of 139,123 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 2022

Caribou 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caribou 401(k) Plan sits mid-pack in the medium band (391 participants).

EBSA filing schedule strip

Filing strip 813931039 · CARIBOU PY 2022 · 401(k)

Caribou 401(k) Plan · $6M · 391 · 55th

  • VS-ST $6M
  • BOY 391
  • SCH 55th
  • EBSA 401(k)
  • PART near Smithville Telephone Company, Inc. 401(k) Savings Plan
  • TYPE ind #6149

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 Retail Trade retirement plans → · Plans in District of Columbia →

Caribou 401(k) Plan in the asset neighbourhood

Caribou 401(k) Plan$6MSmithville Telephone Company, Inc. 401(k) Savings PlanSmithville Telephone Company…$6MSundowner Trailers, Inc. 401(k) Retirement PlanSundowner Trailers, Inc. 401…$6MThe Expert Institute Retirement TrustThe Expert Institute Retirem…$6MTribar Manufacturing, LLC 401(k) PlanTribar Manufacturing, LLC 40…$6M
End-of-year total assets ($M) among Caribou 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$6M
Net Income$6M
Employer EIN813931039
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CARIBOU)

Sponsor-wide plan assets over time

All CARIBOU plans reported in each filing year

Latest sponsor-wide plan assets
$9M 39.7401687672992% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.13M $8.57M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 391 $6M
2023 1 389 $8M
2024 1 191 $9M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Caribou 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Caribou 401(k) Plan, Total assets ($B): 0.006129979 · Participants: 391Caribou 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Caribou 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Caribou 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Smithville Telephone Company, Inc. 401(k) Savings Plan in IN ($6M); by covered participants it is Koroseal Interior Products Retirement Savings Plan and Trust in OH (391 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (391 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have CARIBOU plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CARIBOU's sponsor-wide assets grew 39.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Caribou 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smithville Telephone Company, Inc. 401(k) Savings Plan in IN ($6M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Caribou 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Koroseal Interior Products Retirement Savings Plan and Trust in OH (391 participants, $27M in assets).