401(k) · DOL Form 5500 · 2024

CARIBOU 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 191
Participants Below avg headcount: 52nd
Percentile by assets National rank: $44,848
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

$9M in assets, 191 participants

CARIBOU's Caribou 401(k) Plan reported $9M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#5,053 in Retail Trade (8,048 peers)

Coverage in District of Columbia

Caribou 401(k) Plan covers 191 participants in District of Columbia, about 13% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $9M.

#5,053
in Retail Trade (8,048 peers): +9.7%
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 2024 · DOL Form 5500

$8,566,043 Top 48% higher than 52% of 123,620 filed plans

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

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

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

Plan-year 2024 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 (191 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Caribou 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $757K in the plan year 2024 filing.
Caribou 401(k) Plan reported participants fell from 389 in the plan year 2023 filing to 191 in the plan year 2024 filing.
Caribou 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813931039 · CARIBOU PY 2024 · 401(k)

Caribou 401(k) Plan · $9M · 191 · 52nd

PART $9M
TYPE 191
NET 52nd
BOOK 401(k)
VS-ST near Vida Health Inc 401(k) Plan
BOY ind #5053

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 →

End-of-year total assets ($M) among Caribou 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$9M
Net Income	$757K
Employer EIN	813931039
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (CARIBOU)

Latest sponsor-wide plan assets: $9M 39.7401687672992% vs 2022; 2024 filing year

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

Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
Geico 401(k) Savings Plan $6.2B · 30,641
Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
Finra Savings Plus Plan $2.5B · 4,201
Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973

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 Vida Health Inc 401(k) Plan in CA ($9M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Vida Health Inc 401(k) Plan (CA) $9M · 148
Privia Medical Group 401(k) Plan (FL) $9M · 486
Hbpo North America, Inc. 401(k) Plan (MI) $9M · 166
Hengst of North America Retirement Savings Plan (SC) $9M · 236

Similar participant headcount

Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.

Brown-Campbell Company 401(k) Plan (MI) 191 · 0 off
J. a. Sutherland, Inc. Dba Taco Bell Retirement Plan (CA) 191 · 0 off
Community Connections, Inc. 401(k) Plan (AK) 191 · 0 off
Lakeview Clinic Ltd, Retirement Savings Plan (MN) 191 · 0 off

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 401(k) Plan assets move in 2024? ▼

Caribou 401(k) Plan grew at a solid clip - up 9.7% during 2024, from $8M to $9M. Reported net income was $757K.

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 Vida Health Inc 401(k) Plan in CA ($9M, 148 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 Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 813931039.