401(k) · DOL Form 5500 · 2022

Caribou Coffee Company, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
6,660
Participants Above avg headcount
85th
Percentile by assets National rank
$5,625
Avg per participant Low balance/head
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Official DOL plan name: Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan · Sponsored by Caribou Coffee Company, Inc. · Minnesota · Food Services & Accommodation

$37M in assets, 6,660 participants

Caribou Coffee Company, Inc.'s Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan reported $37M in total assets and 6,660 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #4,429 in Food Services & Accommodation (4,592 peers)

Coverage in Minnesota

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan covers 6,660 participants in Minnesota, 5.9x the typical Minnesota plan (state average ~1,126 per filing). Assets: $37M.

#4,429
in Food Services & Accommodation (4,592 peers)
-16.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan's outsized position by total assets

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan vs every filed plan by assets

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

$37,465,042 Top 15% higher than 85% 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 Coffee Company, Inc. and Subsidiaries 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan lands in the large band (6,660 participants).

Plan-year Form 5500 strip

Filing strip 411731219 · Caribou Coffee Company, Inc. PY 2022 · 401(k)

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan · $37M · 6,660 · 85th

  • VS-ST $37M
  • VS-ST 6,660
  • VS-ST 85th
  • VS-ST 401(k)
  • VS-ST near Marklogic Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #4429

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 Food Services & Accommodation retirement plans → · Plans in Minnesota →

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan in the asset neighbourhood

Caribou Coffee Company, Inc. and Subsidiaries 401(k) PlanCaribou Coffee Company, Inc.…$37MMarklogic Corporation 401(k) Profit Sharing PlanMarklogic Corporation 401(k)…$37MIsagenix International LLC 401(k) Profit Sharing Plan and TrustIsagenix International LLC 4…$37MCalypso Technology, Inc. 401(k) Retirement Savings PlanCalypso Technology, Inc. 401…$37MNational Business Furniture Performance Retirement PlanNational Business Furniture …$37M
End-of-year total assets ($M) among Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$7M
Employer EIN411731219
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caribou Coffee Company, Inc.)

Sponsor-wide plan assets over time

All Caribou Coffee Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$46M 23.52430834055918% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.5M $46.3M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 6,660 $37M
2023 1 7,449 $44M
2024 1 7,298 $46M

Nearby 401(k) Plans in Minnesota

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

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan, Total assets ($B): 0.037465042 · Participants: 6660Caribou Coffee Company, Inc. and Subsidiaries 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan side-by-side with 3 peers →

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Marklogic Corporation 401(k) Profit Sharing Plan in CA ($37M); by covered participants it is Nrg Affiliates Employee Savings Plan in NJ (6,661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,660 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 Coffee Company, Inc. and Subsidiaries 401(k) Plan assets move in 2022? ▼
Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan declined sharply - down 16.2% during 2022, from $45M to $37M. Reported net income was -$7M.
How have Caribou Coffee Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caribou Coffee Company, Inc.'s sponsor-wide assets grew 23.5%, from $37M to $46M.
Where does Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan rank by assets among Form 5500 filers? ▼
Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marklogic Corporation 401(k) Profit Sharing Plan in CA ($37M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nrg Affiliates Employee Savings Plan in NJ (6,661 participants, $1.8B 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 411731219.

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.