Money Purchase · DOL Form 5500 · 2023

General Mills, Inc. Money Purchase Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
485
Participants Below avg headcount
73rd
Percentile by assets National rank
$41,229
Avg per participant Low balance/head
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Official DOL plan name: Wellston Retirement Plan for Members of Ufcw District Union Local 1059 · Sponsored by General Mills, Inc. · Minnesota · Manufacturing

$20M in assets, 485 participants

General Mills, Inc.'s Wellston Retirement Plan for Members of Ufcw District Union Local 1059 reported $20M in total assets and 485 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,697 in Manufacturing (18,722 peers)

Coverage in Minnesota

Wellston Retirement Plan for Members of Ufcw District Union Local 1059 covers 485 participants in Minnesota, about 43% of the average Minnesota filer (state average ~1,126 per filing). Assets: $20M.

#11,697
in Manufacturing (18,722 peers)
+4.5%
assets growth YoY

Wellston Retirement Plan for Members of Ufcw District Union Local 1059's outsized position by total assets

Wellston Retirement Plan for Members of Ufcw District Union Local 1059 vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$19,995,838 Top 27% higher than 73% of 127,068 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 2023

Wellston Retirement Plan for Members of Ufcw District Union Local 1059 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellston Retirement Plan for Members of Ufcw District Union Local 1059 sits mid-pack in the medium band (485 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellston Retirement Plan for Members of Ufcw District Union Local 1059 reported net income rose from -$3M in the plan year 2022 filing to $866K in the plan year 2023 filing.
  • Wellston Retirement Plan for Members of Ufcw District Union Local 1059 reported participants fell from 537 in the plan year 2022 filing to 485 in the plan year 2023 filing.
  • Wellston Retirement Plan for Members of Ufcw District Union Local 1059 end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 410274440 · General Mills, Inc. PY 2023 · Money Purchase

Wellston Retirement Plan for Members of Ufcw District Union Local 1059 · $20M · 485 · 73rd

  • PART $20M
  • PART 485
  • PART 73rd
  • PART Money Purchase
  • PART near Southern Carpenters Supplemental Pension Plan
  • PART ind #11697

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 Manufacturing retirement plans → · Plans in Minnesota →

Wellston Retirement Plan for Members of Ufcw District Union Local 1059 in the asset neighbourhood

Plumbers Local #63 Annuity PlanPlumbers Local #63 Annuity P…$20MLandesbank Baden-Wuerttemberg Money Purchase Pension PlanLandesbank Baden-Wuerttember…$20MWellston Retirement Plan for Members of Ufcw District Union Local 1059Wellston Retirement Plan for…$20MSouthern Carpenters Supplemental Pension PlanSouthern Carpenters Suppleme…$20MNational Trust for Historic Preservation Defined Contribution Pension PlanNational Trust for Historic …$20M
End-of-year total assets ($M) among Wellston Retirement Plan for Members of Ufcw District Union Local 1059 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$866K
Employer EIN410274440
Plan Effective Date1984-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (General Mills, Inc.)

Sponsor-wide plan assets over time

All General Mills, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10.3B 5.579300432228008% vs 2022
2024 filing year
$9.6B$9.8B$10B$10.2B$10.4B 202220232024 $9.74B $10.3B ▲ +5.6%
Year Plans Participants Total Assets
2022 4 21,748 $9.7B
2023 4 21,778 $10.2B
2024 4 22,170 $10.3B

Nearby Money Purchase Plans in Minnesota

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Wellston Retirement Plan for Members of Ufcw District Union Local 1059 vs. nearby Money Purchase plans in Minnesota, assets vs. participants Scatter plot of 6 data points. 02000400060008000 0100200300400500 Total assets ($M) Participants Wellston Retirement Plan for Members of Ufcw District Union Local 1059, Total assets ($M): 19.995838 · Participants: 485Wellston Retirement Plan for Members of Ufcw District Union Local 1059Thrivent Capital Accumulation Plan, Total assets ($M): 418.908952 · Participants: 1896Thrivent Capital Accumulation PlanSt. Paul Electrical Construction Workers Supplemental Pension Plan, Total assets ($M): 292.436249 · Participants: 3139St. Paul Electrical Construction Workers Supplemental Pension PlanBoilermakers Lodge 154 Retirement Plan, Total assets ($M): 157.391252 · Participants: 7060Boilermakers Lodge 154 Retirement PlanCentral Iowa Carpenters Money Purchase Plan, Total assets ($M): 124.918315 · Participants: 1134Central Iowa Carpenters Money Purchase PlanBe the Match/Nmdp Employer Contribution Plan, Total assets ($M): 102.109567 · Participants: 1587Be the Match/Nmdp Employer Contribution Plan
Wellston Retirement Plan for Members of Ufcw District Union Local 1059 vs. nearby Money Purchase plans in Minnesota, assets vs. participants
Compare Wellston Retirement Plan for Members of Ufcw District Union Local 1059 side-by-side with 3 peers →

Wellston Retirement Plan for Members of Ufcw District Union Local 1059's out-of-state Money Purchase peers by assets and headcount

Outside Minnesota, the nearest Money Purchase by assets is Southern Carpenters Supplemental Pension Plan in TN ($20M); by covered participants it is Pediatric Academic Association, Inc. Defined Contribution Plan in OH (485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (485 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wellston Retirement Plan for Members of Ufcw District Union Local 1059 assets move in 2023? ▼
Wellston Retirement Plan for Members of Ufcw District Union Local 1059 edged up modestly - up 4.5% during 2023, from $19M to $20M. Reported net income was $866K.
How have General Mills, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), General Mills, Inc.'s sponsor-wide assets grew 5.6%, from $9.7B to $10.3B.
Which Money Purchase plans are similar in size to Wellston Retirement Plan for Members of Ufcw District Union Local 1059? ▼
Among Money Purchase plans in other states, the closest by assets is Southern Carpenters Supplemental Pension Plan in TN ($20M, 2,851 participants).
Which Money Purchase plans cover a similar participant headcount to Wellston Retirement Plan for Members of Ufcw District Union Local 1059? ▼
Among Money Purchase plans in other states, the closest by covered participants is Pediatric Academic Association, Inc. Defined Contribution Plan in OH (485 participants, $167M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410274440.

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.