401(k) · DOL Form 5500 · 2023

CARIBOU 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
389
Participants Below avg headcount
53rd
Percentile by assets National rank
$20,074
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caribou 401(k) Plan · Sponsored by CARIBOU · District of Columbia · Retail Trade

$8M in assets, 389 participants

CARIBOU's Caribou 401(k) Plan reported $8M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,351 in Retail Trade (8,414 peers)

Coverage in District of Columbia

Caribou 401(k) Plan covers 389 participants in District of Columbia, about 27% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $8M.

#5,351
in Retail Trade (8,414 peers)
+27.4%
assets growth YoY

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 2023 · DOL Form 5500

$7,808,856 Top 47% higher than 53% of 127,068 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 2023

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

Plan-year 2023 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 (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caribou 401(k) Plan reported net income fell from $6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caribou 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 813931039 · CARIBOU PY 2023 · 401(k)

Caribou 401(k) Plan · $8M · 389 · 53rd

  • BOY $8M
  • SCH 389
  • EBSA 53rd
  • PART 401(k)
  • TYPE near E. W. Grobbel Sons,Inc. 401(k) P/S Plan
  • NET ind #5351

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$8ME. W. Grobbel Sons,Inc. 401(k) P/S PlanE. W. Grobbel Sons,Inc. 401(…$8MEdustaff, LLC 401(k) Plan$8MA360 Inc. 401(k) Plan$8MSystem Automation 401(k) Plan$8M
End-of-year total assets ($M) among Caribou 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
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): 0.007808856 · Participants: 389Caribou 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Caribou 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Caribou 401(k) Plan side-by-side with 3 peers →

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 E. W. Grobbel Sons,Inc. 401(k) P/S Plan in MI ($8M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caribou 401(k) Plan assets move in 2023? ▼
Caribou 401(k) Plan grew sharply - up 27.4% during 2023, from $6M to $8M. Reported net income was $2M.
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 E. W. Grobbel Sons,Inc. 401(k) P/S Plan in MI ($8M, 194 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 Dura Bond Retirement Savings Plan in PA (389 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 813931039.

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.