Retirement plan
HONEYWELL RETIREMENT EARNINGS PLAN FOR AEROSPACE EMPLOYEES OF HONEYWELL FEDERAL MANUFACTURING & TECHNOLOGIES, LLC
HONEYWELL FEDERAL MANUFACTURING & TECHNOLOGIES, LLCEIN 22-2640650Plan #223PY 2024
855 S. MINT STREET - CHARLOTTE, NC 28202877-258-3699
Prospect flagsHigh retiree %Wind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$920.4M
-3.4% from 2016
Total participants
4,103
+2.0% from 2016
Average account balance
$0
No prior year
Annual return
6.03%
-7.77 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined benefit
Participants250-999
Cohort189 peers
Snapshot2024
0
Participant deferral / active EE
$0
median $0
0
Employer contribution / active EE
$0
median $8,372
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
70
Annual return
6.03%
median 2.36%
Overall peer rank
70of 100
70th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$920.36M
Average account balance
Total assets / participants with a balance (line 6g)
$224K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
3,325
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
$20.00M
Not enough data
1 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
$13K
Not enough data
1 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
AXAY A. PATEL
AON CONSULTING, INC.
Enrollment #2307879
P.O. BOX 6718
SOMERSET, NJ 08875
(732) 668-8485
Signed 2025-09-17
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 codes1A1C3H
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).
- 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
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- CROWE LLP
- Auditor EIN
- 350921680
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified