401(k) · DOL Form 5500 · 2023

Caribou Biosciences, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 136
Participants Small participant base: 63rd
Percentile by assets National rank: $90,946
Avg per participant Below avg balance/head

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Official DOL plan name: Caribou Biosciences, Inc. Retirement Trust · Sponsored by Caribou Biosciences, Inc. · California · Professional & Technical Services

$12M in assets, 136 participants

Caribou Biosciences, Inc.'s Caribou Biosciences, Inc. Retirement Trust reported $12M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

#12,659 in Professional & Technical Services (20,321 peers)

Coverage in California

Caribou Biosciences, Inc. Retirement Trust covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $12M.

#12,659
in Professional & Technical Services (20,321 peers): +61.2%
assets growth YoY

Caribou Biosciences, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Caribou Biosciences, Inc. Retirement Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,368,703 Top 37% higher than 63% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Caribou Biosciences, Inc. Retirement Trust 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 Biosciences, Inc. Retirement Trust sits mid-pack in the medium band (136 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 453728228 · Caribou Biosciences, Inc. PY 2023 · 401(k)

Caribou Biosciences, Inc. Retirement Trust · $12M · 136 · 63rd

SCH $12M
SCH 136
SCH 63rd
SCH 401(k)
SCH near Surterra 401(k) Plan
SCH ind #12659

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Caribou Biosciences, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$12M
Net Income	$5M
Employer EIN	453728228
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Caribou Biosciences, Inc.)

Latest sponsor-wide plan assets: $19M 49.929252889328815% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	136	$12M
2024	1	167	$19M

Nearby 401(k) Plans in California

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

Caribou Biosciences, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Caribou Biosciences, Inc. Retirement Trust side-by-side with 3 peers →

Caribou Biosciences, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Surterra 401(k) Plan in FL ($12M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Surterra 401(k) Plan (FL) $12M · 1,500
Monroe Engineering, LLC 401(k) Plan (MI) $12M · 543
Bell Automotive Network 401(k) Plan (NJ) $12M · 321
Mid-America Orthopedics, L.L.C. 401(k) Retirement Plan (KS) $12M · 136

Similar participant headcount

Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.

Testout Corporation Safe Harbor 401(k) Plan (UT) 136 · 0 off
Monmouth Cardiology Associates, LLC 401(k) Plan (NJ) 136 · 0 off
The Contractors Retirement Plan (MD) 136 · 0 off
Davis Miles, PLLC 401(k) Plan (AZ) 136 · 0 off

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 Biosciences, Inc. Retirement Trust assets move in 2023? ▼

Caribou Biosciences, Inc. Retirement Trust surged - up 61.2% during 2023, from $8M to $12M. Reported net income was $5M.

How have Caribou Biosciences, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Caribou Biosciences, Inc.'s sponsor-wide assets grew 49.9%, from $12M to $19M.

Which 401(k) plans are similar in size to Caribou Biosciences, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by assets is Surterra 401(k) Plan in FL ($12M, 1,500 participants).

Which 401(k) plans cover a similar participant headcount to Caribou Biosciences, Inc. Retirement Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants, N/A 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 453728228.