Money Purchase · DOL Form 5500 · 2023

The W.K. Kellogg Foundation Money Purchase Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
218
Participants Below avg headcount
91st
Percentile by assets National rank
$461,613
Avg per participant High balance/head
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Official DOL plan name: The W.K. Kellogg Foundation Savings Plan · Sponsored by The W.K. Kellogg Foundation · Michigan · Other Services

$101M in assets, 218 participants

The W.K. Kellogg Foundation's The W.K. Kellogg Foundation Savings Plan reported $101M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,609 in Other Services (7,857 peers)

Coverage in Michigan

The W.K. Kellogg Foundation Savings Plan covers 218 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $101M.

#7,609
in Other Services (7,857 peers)
+18.5%
assets growth YoY
1.0×
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 2023 · DOL Form 5500

$100,631,647 Top 9% higher than 91% 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

The W.K. Kellogg Foundation Savings Plan 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. The W.K. Kellogg Foundation Savings Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The W.K. Kellogg Foundation Savings Plan reported net income rose from $12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • The W.K. Kellogg Foundation Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • The W.K. Kellogg Foundation Savings Plan reported participants rose from 212 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381359264 · The W.K. Kellogg Foundation PY 2023 · Money Purchase

The W.K. Kellogg Foundation Savings Plan · $101M · 218 · 91st

  • EBSA $101M
  • PART 218
  • TYPE 91st
  • NET Money Purchase
  • BOOK near Be the Match/Nmdp Employer Contribution Plan
  • VS-ST ind #7609

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

Brenntag USA Money Purchase PlanBrenntag USA Money Purchase …$103MAmerican College of Radiology Employees' Pension Plan and TrustAmerican College of Radiolog…$103MBe the Match/Nmdp Employer Contribution PlanBe the Match/Nmdp Employer C…$102MThe W.K. Kellogg Foundation Savings PlanThe W.K. Kellogg Foundation …$101MIBEW Local Union No. 915 Pension-Annuity FundIBEW Local Union No. 915 Pen…$98M
End-of-year total assets ($M) among The W.K. Kellogg Foundation Savings Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$101M
Net Income$16M
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 00.511.5 Total assets ($B) Participants The W.K. Kellogg Foundation Savings Plan, Total assets ($B): 0.100631647 · Participants: 218The W.K. Kellogg Foundation Savings PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & 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 Be the Match/Nmdp Employer Contribution Plan in MN ($102M); by covered participants it is Mmc Holding of Brooklyn Inc Money Purchase Pension Plan in NY (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 The W.K. Kellogg Foundation Savings Plan assets move in 2023? ▼
The W.K. Kellogg Foundation Savings Plan grew sharply - up 18.5% during 2023, from $85M to $101M. Reported net income was $16M.
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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Be the Match/Nmdp Employer Contribution Plan in MN ($102M, 1,587 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 Mmc Holding of Brooklyn Inc Money Purchase Pension Plan in NY (218 participants, $35M 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 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.