ESOP · DOL Form 5500 · 2024

Caribou Systems, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
52
Participants Small participant base
27th
Percentile by assets National rank
$30,344
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

$2M in assets, 52 participants

Caribou Systems, Inc.'s Caribou Systems, Inc. Employee Stock Ownership Plan and Trust reported $2M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,517 in Professional & Technical Services (20,173 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 $2M / 52 participants.

#4,517
in Professional & Technical Services (20,173 peers)
+45.1%
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 2024 · DOL Form 5500

$1,577,896 27th percentile higher than 27% of 123,620 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 2024

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

Plan-year 2024 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 (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caribou Systems, Inc. Employee Stock Ownership Plan and Trust reported net income rose from $133K in the plan year 2023 filing to $475K in the plan year 2024 filing.
  • Caribou Systems, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Caribou Systems, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 49 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 363977337 · Caribou Systems, Inc. PY 2024 · ESOP

Caribou Systems, Inc. Employee Stock Ownership Plan and Trust · $2M · 52 · 27th

  • PHOTO $2M
  • PHOTO 52
  • PHOTO 27th
  • PHOTO ESOP
  • PHOTO near Far West Technology, Inc. Employee Stock Ownership Plan
  • PHOTO ind #4517

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…$2MFar West Technology, Inc. Employee Stock Ownership PlanFar West Technology, Inc. Em…$2MKoss Corporation Employee Stock Ownership PlanKoss Corporation Employee St…$2MEverge Interests, Inc. Employee Stock Ownership PlanEverge Interests, Inc. Emplo…$2MSouthwest Networks, Inc Employee Stock Ownerhip PlanSouthwest Networks, Inc Empl…$2M
End-of-year total assets ($M) among Caribou Systems, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$475K
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. -50000500010000 -101234 Total assets ($B) Participants Caribou Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.001577896 · Participants: 52Caribou Systems, Inc. Employee Stock Ownership Plan and TrustAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. 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 Far West Technology, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Caribou Systems, Inc. Employee Stock Ownership Plan and Trust surged - up 45.1% during 2024, from $1M to $2M. Reported net income was $475K.
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.
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 Far West Technology, Inc. Employee Stock Ownership Plan in CA ($2M, 12 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 Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.