Money Purchase · DOL Form 5500 · 2024
The W.K. Kellogg Foundation Money Purchase Plan
Data updated 2026-08-25
- $113M
- Total assets Near avg plan size
- 213
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $531,004
- Avg per participant High balance/head
Official DOL plan name: The W.K. Kellogg Foundation Savings Plan · Sponsored by The W.K. Kellogg Foundation · Michigan · Other Services
$113M in assets, 213 participants
The W.K. Kellogg Foundation's The W.K. Kellogg Foundation Savings Plan reported $113M in total assets and 213 participants in its 2024 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.
- #7,482 in Other Services (7,719 peers)
Coverage in Michigan
The W.K. Kellogg Foundation Savings Plan covers 213 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $113M.
- #7,482
- in Other Services (7,719 peers)
- +12.4%
- assets growth YoY
- 1.1×
- 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 2024 · DOL Form 5500
$113,103,883 Top 9% higher than 91% 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
The W.K. Kellogg Foundation Savings 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. The W.K. Kellogg Foundation Savings Plan sits mid-pack in the medium band (213 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The W.K. Kellogg Foundation Savings Plan reported net income fell from $16M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- The W.K. Kellogg Foundation Savings Plan end-of-year assets rose from $101M in the plan year 2023 filing to $113M in the plan year 2024 filing.
- The W.K. Kellogg Foundation Savings Plan reported participants fell from 218 in the plan year 2023 filing to 213 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 381359264 · The W.K. Kellogg Foundation PY 2024 · Money Purchase
The W.K. Kellogg Foundation Savings Plan · $113M · 213 · 91st
- PART $113M
- PART 213
- PART 91st
- PART Money Purchase
- PART near Armstrong Pension Plan
- PART ind #7482
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
Michigan filing particulars
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $113M |
| Net Income | $12M |
| Employer EIN | 381359264 |
| Plan Effective Date | 1944-08-08 |
| Filing Status | FILING 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
| 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.
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan $1.6B · 35,197
- Michigan Regional Council of Carpenters' Annuity Fund $531M · 17,855
- P & M Holding Group, LLP & Affiliated Entities Pension Plan $250M · 1,182
- Operating Engineers' Local 324, Defined Contribution Pension Plan $248M · 7,667
- Michigan Laborers' Annuity Fund $129M · 4,355
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 Armstrong Pension Plan in PA ($112M); by covered participants it is Rhode Island Sheet Metal Workers Local 17 Annuity Fund in MA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($113M here).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.