Retirement plan
HONEYWELL RETIREMENT EARNINGS PLAN
HONEYWELL INTERNATIONAL INC.EIN 22-2640650Plan #201PY 2016
115 TABOR ROAD - MORRIS PLAINS, NJ 07950973-455-5913
Prospect flagsHigh retiree %Wind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$16835M
-3.0% from 2016
Total participants
176,644
+2.1% from 2016
Average account balance
$0
No prior year
Annual return
9.34%
-6.84 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants>=10,000
Cohort32 peers
Snapshot2016
0
Participant deferral / active EE
$0
median $61
0
Employer contribution / active EE
$0
median $5,746
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $40,289
0
Admin fee / account holder
$0
median $312
90
Annual return
9.34%
median 7.59%
Overall peer rank
90of 100
90th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$16.58B
Average account balance
Total assets / participants with a balance (line 6g)
$178K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
84,089
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+6.03%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
KURT F. DENLINGER
HEWITT ASSOCIATES LLC
Enrollment #1703823
400 ATRIUM DRIVE
SOMERSET, NJ 08873
(732) 302-2184
Signed 2017-08-22
Top hat statement on fileNQDC
Filed December 1, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A1C3F3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1CCash balance or similar planA cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
- 3FLeased employeesPlan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- CROWE HORWATH LLP
- Auditor EIN
- 350921680
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer