Retirement plan
HONEYWELL RETIREMENT EARNINGS PLAN
HONEYWELL INTERNATIONAL INC.EIN 22-2640650Plan #201PY 2017
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)
$19027.8M
-3.0% from 2016
Total participants
171,446
+2.1% from 2016
Average account balance
$0
No prior year
Annual return
19.60%
-6.84 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants>=10,000
Cohort31 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $19
0
Employer contribution / active EE
$0
median $14,389
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
median $14,491,905
0
Admin fee / account holder
$0
median $81,210
97
Annual return
19.60%
median 12.93%
Overall peer rank
97of 100
97th 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.
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 LLP
- Auditor EIN
- 350921680
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer