My Plan Facts

Employers › Michigan

Employer · plans filed under one EIN

WK Kellogg Co.

Battle Creek, MI · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.16Bnet assets across plans
8,066participant records3,817 active
$42.1Memployer contributions, latest plan years$11,020 per active record
$1.6MSchedule C compensation to organisations$203.41 per participant record

3 retirement plans with 100 or more participants file Form 5500 under WK Kellogg Co.'s employer identification number (Battle Creek, Michigan). Their latest filings total 8,066 participant records and $1.16B in net assets.

The largest is WK Kellogg Co. Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan, a defined benefit pension plan with 4,778 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $42.1M and participant contributions $31.2M in the latest plan years; benefits paid were $129M. Schedule C compensation reported to service provider organisations totalled $1.6M.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
WK Kellogg Co. Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plandefined benefit pension plan20244,778$448M$93,699$20,959$1.6M
WK Kellogg Co. Bakery, Confectionery, Tobacco Workers and Grain Millers Savings & Investment PlanESOP with a 401(k) feature20242,049$373M$181,958$3,712$0
WK Kellogg Co. Savings & Investment PlanESOP with a 401(k) feature20241,239$338M$272,868$10,308$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2023: $1.12B2024: $1.16B$1.12B$1.16B20232024
Combined net assets
2023: 8,0902024: 8,0668,0908,06620232024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202438,066$1.16B$42.1M$31.2M
202338,090$1.12B$9.9M$19.8M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Northern Trust Investments Inc.Investment management1$860,242
Willis Towers WatsonActuarial1$487,252
Nisa Investment Advisors LLCInvestment management1$185,727
BDO USA, P.C.Accounting (including auditing)1$63,672
The Northern Trust CompanyCustodial (securities); Insurance agents and brokers; Securities brokerage1$43,772

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Northern Trust Investments Inc.$860K
Willis Towers Watson$487K
Nisa Investment Advisors LLC$186K
BDO USA, P.C.$64K
The Northern Trust Company$44K

Questions and answers

How many retirement plans does WK Kellogg Co. have?

3 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: WK Kellogg Co. Bakery, Confectionery, Tobacco Workers and Grain Millers Pension Plan, WK Kellogg Co. Bakery, Confectionery, Tobacco Workers and Grain Millers Savings & Investment Plan and WK Kellogg Co. Savings & Investment Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does WK Kellogg Co. contribute to its plans?

$42,063,130 in employer contributions across these plans in their latest plan years, about $11,020 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Northern Trust Investments Inc., Willis Towers Watson, Nisa Investment Advisors LLC and BDO USA, P.C. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.