401(k) · DOL Form 5500 · 2023

Caribou Coffee Company, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
7,449
Participants Very large workforce
84th
Percentile by assets National rank
$5,880
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

$44M in assets, 7,449 participants

Caribou Coffee Company, Inc.'s Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan reported $44M in total assets and 7,449 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #3,666 in Food Services & Accommodation (3,828 peers)

Coverage in Minnesota

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan covers 7,449 participants in Minnesota, 6.6x the typical Minnesota plan (state average ~1,126 per filing). Assets: $44M.

#3,666
in Food Services & Accommodation (3,828 peers)
+16.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$43,797,157 Top 16% higher than 84% 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 Coffee Company, Inc. and Subsidiaries 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (7,449 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan reported participants rose from 6,660 in the plan year 2022 filing to 7,449 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411731219 · Caribou Coffee Company, Inc. PY 2023 · 401(k)

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan · $44M · 7,449 · 84th

  • EBSA $44M
  • PART 7,449
  • TYPE 84th
  • NET 401(k)
  • BOOK near The Matco Group, Inc. 401(k) Plan
  • VS-ST ind #3666

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

Autocam Medical Devices, LLC 401(k) Employee Savings PlanAutocam Medical Devices, LLC…$44MCaribou Coffee Company, Inc. and Subsidiaries 401(k) PlanCaribou Coffee Company, Inc.…$44MThe Matco Group, Inc. 401(k) PlanThe Matco Group, Inc. 401(k)…$44ME&h 401(k) Savings and Retirement PlanE&h 401(k) Savings and Retir…$44MLumanity Inc. 401(k) Plan$44M
End-of-year total assets ($M) among Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$44M
Net Income$6M
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 -50510152025 Total assets ($B) Participants Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan, Total assets ($B): 0.043797157 · Participants: 7449Caribou Coffee Company, Inc. and Subsidiaries 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.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 The Matco Group, Inc. 401(k) Plan in NY ($44M); by covered participants it is Bechtel Trust & Thrift Plan in AZ (7,448 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,449 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 Coffee Company, Inc. and Subsidiaries 401(k) Plan assets move in 2023? ▼
Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan grew sharply - up 16.9% during 2023, from $37M to $44M. Reported net income was $6M.
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 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 The Matco Group, Inc. 401(k) Plan in NY ($44M, 773 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 Bechtel Trust & Thrift Plan in AZ (7,448 participants, $5.7B 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 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.