Retirement plan
HONEYWELL SAVINGS AND OWNERSHIP PLAN
HONEYWELL INTERNATIONAL INCEIN 22-2640650Plan #302PY 2016
115 TABOR ROAD - MORRIS PLAINS, NJ 07950973-455-5913
Prospect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$13299.4M
-3.5% from 2016
Total participants
82,817
-2.0% from 2016
Average account balance
$168,344
-4.0% from 2016
Annual return
9.31%
-5.86 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants>=10,000
Cohort85 peers
Snapshot2016
64
Participant deferral / active EE
$8,061
median $6,390
51
Employer contribution / active EE
$3,710
median $3,656
37
Participation rate
91.6%
median 94.0%
73
Avg account balance
$168,344
median $129,246
81
Admin fee / account holder
$0
median $52
56
Annual return
9.31%
median 8.87%
Overall peer rank
60of 100
60th percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$16.32B
Average account balance
Total assets / participants with a balance (line 6g)
$278K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
58,605
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
89.0%
Contributions (total)
Employer and participant dollars contributed each year
$665.49M
Contributions per participant
Average employer and participant contribution per enrolled participant
$15K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+13.91%
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 codes2E2F2H2J2K2O2T3H
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2HPartial participant-directed account planParticipants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2OESOP other than a leveraged ESOPEmployee stock ownership plan that is not leveraged.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- CROWE HORWATH LLP
- Auditor EIN
- 350921680
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified