Money Purchase · DOL Form 5500 · 2022
The W.K. Kellogg Foundation Money Purchase Plan
Data updated 2026-08-06
- $85M
- Total assets
- 212
- Participants
- 92nd
- Percentile by assets
- $400,545
- Avg per participant
Official DOL plan name: The W.K. Kellogg Foundation Savings Plan · Sponsored by The W.K. Kellogg Foundation · Michigan · Other Services
$85M in assets, 212 participants
The W.K. Kellogg Foundation's The W.K. Kellogg Foundation Savings Plan reported $85M in total assets and 212 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,258 plans)
- #8,146 in Other Services (8,406 peers)
Coverage in Michigan
The W.K. Kellogg Foundation Savings Plan covers 212 participants in Michigan, about 34% of the average Michigan filer (state average ~632 per filing). Assets: $85M.
- $85M
- total plan assets (2022 EOY)
- 212
- covered participants
- 92nd
- percentile by assets (of 139,258 plans)
- $400,545
- avg assets per participant
Participants vs Michigan filers
In Michigan, the average filing covers about 632 participants across 3,963 plans. The W.K. Kellogg Foundation Savings Plan reports 212 participants - about 34% of that state average ($85M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $12M |
| Employer EIN | 381359264 |
| Plan Effective Date | 1944-08-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The W.K. Kellogg Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 212 | $85M |
| 2023 | 1 | 218 | $101M |
Nearby Money Purchase Plans in Michigan
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
The W.K. Kellogg Foundation Savings Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
- Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan $856M · 30,438
- Michigan Regional Council of Carpenters' Annuity Fund $442M · 19,164
- Millwrights' Local 1102 Supplemental Pension Fund $280M · 2,541
- Operating Engineers' Local 324, Defined Contribution Pension Plan $221M · 7,312
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $210M · 1,012
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The W.K. Kellogg Foundation Savings Plan by total assets, not by location.
Frequently Asked Questions
How did The W.K. Kellogg Foundation Savings Plan assets move in 2022? ▼
How have The W.K. Kellogg Foundation plan assets changed over time? ▼
Where does The W.K. Kellogg Foundation Savings Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The W.K. Kellogg Foundation Savings Plan? ▼
Next read for The W.K. Kellogg Foundation Savings Plan
Filing takeaways
Ways to act on The W.K. Kellogg Foundation Savings Plan's numbers.
- By total assets, The W.K. Kellogg Foundation Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Michigan. Compare plans
- The W.K. Kellogg Foundation's sponsor-wide assets have grown 18.5% since 2022 across 2 plan years on file. More Other Services plans