W.K. Kellogg Foundation retirement plan: assets, participants and fees

Plan year 2025 filingThe W.K. Kellogg Foundation Savings Plan · Plan 001 · EIN 38-1359264Updated Oct 2026

What W.K. Kellogg Foundation's retirement plan plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $387K in employer contributions, about $1,443 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$446,570
Average account balance
269
Participants (end of year)
$120M
Plan assets (end of year)
<0.01%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperThe Vanguard Group, Inc.Schedule C ↗
Independent auditorMitchell & Titus, LLP (disclaimer opinion, limited scope)Schedule H ↗
Plan type and statusRetirement · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.

W.K. Kellogg Foundation: employer contribution per participant$1,443
Peer median$1,890
W.K. Kellogg Foundation: average balance$446,570
Peer median$56,033
W.K. Kellogg Foundation: admin expenses ÷ assets<0.01%
Peer median0.37%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $73M at the end of plan year 2021 to $120M at the end of plan year 2025.

$73M2021$84.9M2022$101M2023$113M2024$120M2025
End-of-year figures from each plan year's Form 5500 filing for the W.K. Kellogg Foundation plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025269$120M$387K$1,443<0.01%Not publishedForm 5500 ↗
2024267$113M$4.8M$18,468<0.01%Not publishedForm 5500 ↗
2023264$101M$4.5M$17,327<0.01%Not publishedForm 5500 ↗
2022277$84.9M$4.5M$16,240<0.01%Not publishedForm 5500 ↗
2021271$73M$4M$14,760<0.01%Not publishedForm 5500 ↗

Other W.K. Kellogg Foundation plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

W.K. Kellogg Foundation Pension Plan

Plan 003 · EIN 38-1359264 · plan year 2024 filing
$137,250
Average account balance
64
Participants (end of year)
$8.8M
Plan assets (end of year)
$10,938
Employer contribution per participant

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does W.K. Kellogg Foundation match 401(k) contributions?

The match terms for the The W.K. Kellogg Foundation Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $387K in employer contributions, about $1,443 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the W.K. Kellogg Foundation 401(k) match vested?

The vesting schedule for the The W.K. Kellogg Foundation Savings Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the W.K. Kellogg Foundation 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is The Vanguard Group, Inc.. The plan administrator is Retirement Plan Committee.

I left W.K. Kellogg Foundation. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Retirement Plan Committee, (269) 968-1611) or the recordkeeper, The Vanguard Group, Inc.. The W.K. Kellogg Foundation old 401(k) page lists the contacts from every plan filing. Find an old W.K. Kellogg Foundation 401(k)

Data from the public Form 5500 annual reports W.K. Kellogg Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with W.K. Kellogg Foundation. Not financial advice. Report a correction · Methodology