ESOP · DOL Form 5500 · 2022

Caribou Systems, Inc. ESOP

Data updated 2026-08-25

$956K
Total assets Small plan by assets
44
Participants Small participant base
24th
Percentile by assets National rank
$21,733
Avg per participant Low balance/head
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Official DOL plan name: Caribou Systems, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Caribou Systems, Inc. · Illinois · Professional & Technical Services

$956K in assets, 44 participants

Caribou Systems, Inc.'s Caribou Systems, Inc. Employee Stock Ownership Plan and Trust reported $956K in total assets and 44 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,476 in Professional & Technical Services (21,562 peers)

Caribou Systems, Inc. multi-year trail

Caribou Systems, Inc.'s plans moved +65.0% in assets from 2022 to 2024; this filing shows Caribou Systems, Inc. Employee Stock Ownership Plan and Trust at $956K / 44 participants.

#4,476
in Professional & Technical Services (21,562 peers)
+30.5%
assets growth YoY

Caribou Systems, Inc. Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

Caribou Systems, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$956,258 24th percentile higher than 24% 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 Systems, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caribou Systems, Inc. Employee Stock Ownership Plan and Trust is a small filing (44 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 363977337 · Caribou Systems, Inc. PY 2022 · ESOP

Caribou Systems, Inc. Employee Stock Ownership Plan and Trust · $956K · 44 · 24th

  • BOOK $956K
  • BOOK 44
  • BOOK 24th
  • BOOK ESOP
  • BOOK near Duffy Realty Holdings, Inc. Employee Stock Ownership Plan
  • BOOK ind #4476

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 Illinois →

Caribou Systems, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Caribou Systems, Inc. Employee Stock Ownership Plan and TrustCaribou Systems, Inc. Employ…$956KDuffy Realty Holdings, Inc. Employee Stock Ownership PlanDuffy Realty Holdings, Inc. …$955KTucci Learning Solutions, Inc. Employee Stock Ownership PlanTucci Learning Solutions, In…$960KBlaine Window Hardware, Inc. Employee Stock Ownership PlanBlaine Window Hardware, Inc.…$954KHorizon Paper Company, Inc. Employee Stock Ownership PlanHorizon Paper Company, Inc. …$954K
End-of-year total assets ($M) among Caribou Systems, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Caribou Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caribou Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 65.00735157248357% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.96M $1.58M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 44 $956K
2023 1 49 $1M
2024 1 52 $2M

Caribou Systems, Inc. filing trail (2022)

Total Assets (Beginning of Year)$733K
Net Assets (End of Year)$954K
Net Income$222K
Employer EIN363977337
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Caribou Systems, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Caribou Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.000956258 · Participants: 44Caribou Systems, Inc. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Caribou Systems, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Caribou Systems, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Caribou Systems, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Duffy Realty Holdings, Inc. Employee Stock Ownership Plan in GA ($955K); by covered participants it is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 did Caribou Systems, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Caribou Systems, Inc. Employee Stock Ownership Plan and Trust surged - up 30.5% during 2022, from $733K to $956K. Reported net income was $222K.
How have Caribou Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribou Systems, Inc.'s sponsor-wide assets grew 65.0%, from $956K to $2M.
Where does Caribou Systems, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Caribou Systems, Inc. Employee Stock Ownership Plan and Trust ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Caribou Systems, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Duffy Realty Holdings, Inc. Employee Stock Ownership Plan in GA ($955K, 10 participants).
Which ESOP plans cover a similar participant headcount to Caribou Systems, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Probank Austin Employee Stock Ownership Plan and Trust in KY (44 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363977337.

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.