Money Purchase · DOL Form 5500 · 2022

The W.K. Kellogg Foundation Money Purchase Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
212
Participants Below avg headcount
92nd
Percentile by assets National rank
$400,545
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #8,138 in Other Services (8,398 peers)

Coverage in Michigan

The W.K. Kellogg Foundation Savings Plan covers 212 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $85M.

#8,138
in Other Services (8,398 peers)
+16.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The W.K. Kellogg Foundation Savings Plan's outsized position by total assets

The W.K. Kellogg Foundation Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$84,915,445 Top 8% higher than 92% of 139,123 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 2022

The W.K. Kellogg Foundation Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The W.K. Kellogg Foundation Savings Plan sits mid-pack in the medium band (212 participants).

Form 5500 schedule snapshot

Filing strip 381359264 · The W.K. Kellogg Foundation PY 2022 · Money Purchase

The W.K. Kellogg Foundation Savings Plan · $85M · 212 · 92nd

  • BOOK $85M
  • BOOK 212
  • BOOK 92nd
  • BOOK Money Purchase
  • BOOK near IBEW Local Union No. 915 Pension-Annuity Fund
  • BOOK ind #8138

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 Other Services retirement plans → · Plans in Michigan →

The W.K. Kellogg Foundation Savings Plan in the asset neighbourhood

Bricklayers Local No. 8 and Employers Pension PlanBricklayers Local No. 8 and …$85MAmerican College of Radiology Employees' Pension Plan and TrustAmerican College of Radiolog…$85MArmstrong & Teasdale Pension PlanArmstrong & Teasdale Pension…$85MThe W.K. Kellogg Foundation Savings PlanThe W.K. Kellogg Foundation …$85MIBEW Local Union No. 915 Pension-Annuity FundIBEW Local Union No. 915 Pen…$85M
End-of-year total assets ($M) among The W.K. Kellogg Foundation Savings Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$85M
Net Income$12M
Employer EIN381359264
Plan Effective Date1944-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (The W.K. Kellogg Foundation)

Sponsor-wide plan assets over time

All The W.K. Kellogg Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$113M 33.1958903353801% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.9M $113M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 212 $85M
2023 1 218 $101M
2024 1 213 $113M

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 Scatter plot of 6 data points. -10000010000200003000040000 02004006008001000 Total assets ($M) Participants The W.K. Kellogg Foundation Savings Plan, Total assets ($M): 84.915445 · Participants: 212The W.K. Kellogg Foundation Savings PlanIndiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($M): 855.673183 · Participants: 30438Indiana/Kentucky/Ohio Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($M): 441.660692 · Participants: 19164Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($M): 279.689211 · Participants: 2541Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($M): 221.377445 · Participants: 7312Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($M): 210.141766 · Participants: 1012P & M Holding Group, LLP & Affiliated Entities Pension Plan
The W.K. Kellogg Foundation Savings Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare The W.K. Kellogg Foundation Savings Plan side-by-side with 3 peers →

The W.K. Kellogg Foundation Savings Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is IBEW Local Union No. 915 Pension-Annuity Fund in TN ($85M); by covered participants it is Sanford Bismarck Money Purchase Pension Plan (Qr) in ND (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The W.K. Kellogg Foundation Savings Plan assets move in 2022? ▼
The W.K. Kellogg Foundation Savings Plan grew sharply - up 16.2% during 2022, from $73M to $85M. Reported net income was $12M.
How have The W.K. Kellogg Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The W.K. Kellogg Foundation's sponsor-wide assets grew 33.2%, from $85M to $113M.
Where does The W.K. Kellogg Foundation Savings Plan rank by assets among Form 5500 filers? ▼
The W.K. Kellogg Foundation Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to The W.K. Kellogg Foundation Savings Plan? ▼
Among Money Purchase plans in other states, the closest by assets is IBEW Local Union No. 915 Pension-Annuity Fund in TN ($85M, 1,794 participants).
Which Money Purchase plans cover a similar participant headcount to The W.K. Kellogg Foundation Savings Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Sanford Bismarck Money Purchase Pension Plan (Qr) in ND (212 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 381359264.

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.