401(k) · DOL Form 5500 · 2024

Caribou Coffee Company, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
7,298
Participants Very large workforce
83rd
Percentile by assets National rank
$6,341
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

$46M in assets, 7,298 participants

Caribou Coffee Company, Inc.'s Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan reported $46M in total assets and 7,298 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #3,511 in Food Services & Accommodation (3,672 peers)

Coverage in Minnesota

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan covers 7,298 participants in Minnesota, 6.5x the typical Minnesota plan (state average ~1,126 per filing). Assets: $46M.

#3,511
in Food Services & Accommodation (3,672 peers)
+5.7%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$46,278,434 Top 17% higher than 83% 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 Coffee Company, Inc. and Subsidiaries 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 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 (7,298 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan reported participants fell from 7,449 in the plan year 2023 filing to 7,298 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411731219 · Caribou Coffee Company, Inc. PY 2024 · 401(k)

Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan · $46M · 7,298 · 83rd

  • EOY $46M
  • EOY 7,298
  • EOY 83rd
  • EOY 401(k)
  • EOY near Edison Welding Institute, Inc. Salary Savings Plan
  • EOY ind #3511

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.…$46MEdison Welding Institute, Inc. Salary Savings PlanEdison Welding Institute, In…$46MAchieva Credit Union 401(k) Savings PlanAchieva Credit Union 401(k) …$46MRcg Global Services, Inc. Savings PlanRcg Global Services, Inc. Sa…$46MEastern Industrial Supplies, Inc. 401(k) Profit Sharing PlanEastern Industrial Supplies,…$46M
End-of-year total assets ($M) among Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$46M
Net Income$2M
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 -20020406080 Total assets ($B) Participants Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan, Total assets ($B): 0.046278434 · Participants: 7298Caribou Coffee Company, Inc. and Subsidiaries 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.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 Edison Welding Institute, Inc. Salary Savings Plan in OH ($46M); by covered participants it is First Horizon Corporation Savings Plan in TN (7,294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,298 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 Coffee Company, Inc. and Subsidiaries 401(k) Plan assets move in 2024? ▼
Caribou Coffee Company, Inc. and Subsidiaries 401(k) Plan grew at a solid clip - up 5.7% during 2024, from $44M to $46M. Reported net income was $2M.
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 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Edison Welding Institute, Inc. Salary Savings Plan in OH ($46M, 133 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 First Horizon Corporation Savings Plan in TN (7,294 participants, $1.1B 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 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.