Kellanova Savings And Investment Plan — Form 5500 plan (Kellanova)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kellanova Savings And Investment Plan is a benefit plan reported by Kellanova under EIN 38-0710690 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,198 participants and $1,599,997,608 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6BPlan net assets, end of year$1,599,795,127
Participants12.2KCovered participants reported12,198
Assets / participant$131.2KComputed: assets ÷ participants$131,169 (computed)
Provider compensationNone reported
Plan sponsor
Kellanova
EIN
38-0710690
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,198H20241015132322NAL0028561969001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.6B total assets
Net assets$1.6BLiabilities$202.5K
Money in vs. money out
Total income / additions$376.9M
Total expenses$174.9M
Benefits paid / distributions$174.9M
Contributions
Employer$46.8M
Participant$63.7M
Full reported line items

Net assets

Total assets (EOY)
$1,599,997,608
Total liabilities (EOY)
$202,481
Net assets (EOY)
$1,599,795,127
Net assets (BOY)
$1,627,080,748

Income & contributions

Employer contributions
$46,789,025
Participant contributions
$63,732,510
Total contributions
$117,827,237
Total income / additions
$376,945,380

Expenses & distributions

Benefits paid
$174,914,208
Administrative expenses
$0
Total expenses
$174,914,208
Net increase / (decrease)
$202,031,172
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income46%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages