PlanOptica
Retirement plan

ALLIEDSIGNAL CHULA VISTA OPERATION EMPLOYEES' RETIREMENT PLAN

HONEYWELL INTERNATIONAL INCEIN 22-2640650Plan #255PY 2019
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115 TABOR ROAD - MORRIS PLAINS, NJ 07950704-627-6025
Other plans on this EIN
7 filings
#201Retirement-$19.05B assets#302Retirement-$16.00B assets#223Retirement-$975.7M assets#203Retirement-$398.1M assets#341Retirement-$47.3M assets#305Retirement-$27.1M assets#260Retirement-$7K assets
Prospect flagsLow returnsLow assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(704) 627-6025
How to read this page

Summary metrics

Total assets (EOY)
$715
+21.4% from 2016
Total participants
7
0.0% from 2016
Average account balance
$102
+21.4% from 2016
Annual return
-62.25%
+3.87 pp from 2016

Benchmarks

See 21,377 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants<25
Cohort21,377 peers
Snapshot2019
Participant deferral / active EE
$0
median $3,513
Employer contribution / active EE
$0
median $1,664
Participation rate
0.0%
median 88.9%
Avg account balance
$102
median $62,681
Admin fee / account holder
$174
median $899
Annual return
-62.25%
median 19.37%
Overall peer rank
22nd percentileavg across 6 metrics

Analytics

2015 - 2020
Total assets (EOY)
Plan-year ending balance
$0
Average account balance
Total assets / participants with a balance (line 6g)
$102
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
7
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
Not enough data
0 years with eligibility data
Contributions (total)
Employer and participant dollars contributed each year
$538
Not enough data
1 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
-175.24%
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
Not enough data
0 years with F_SCH_H allocation on file

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.

Open the filing PDF

Plan features & details

Pension benefit codes2E3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • OpportunityLow assets / participant

    Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II
Admin total
$1K
  • Other / not subdivided$1K100.0%
% of EOY assets
170.350%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
No opinion code on file for this filing.
Auditor firm
(not reported)
Auditor EIN
-
Audit fees
(not subdivided)
Opinion code
-