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Retirement plan

HONEYWELL SECURED BENEFIT PLAN

HONEYWELL INTERNATIONAL INC.EIN 22-2640650Plan #305PY 2016
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115 TABOR ROAD - MORRIS PLAINS, NJ 07950973-455-5913
Other plans on this EIN
7 filings
#201Retirement-$16.83B assets#302Retirement-$13.30B assets#223Retirement-$796.7M assets#203Retirement-$330.3M assets#341Retirement-$26.3M assets#260Retirement-$40K assets#255Retirement-$4K assets
Prospect flagsHigh retiree %Low returnsLow participationWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(973) 455-5913
How to read this page

Summary metrics

Total assets (EOY)
$50M
+22.2% from 2016
Total participants
1,456
+13.6% from 2016
Average account balance
$53,888
-31.5% from 2016
Annual return
0.79%
-1.53 pp from 2016

Benchmarks

See 2,356 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort2,356 peers
Snapshot2016
Participant deferral / active EE
$0
median $2,911
Employer contribution / active EE
$0
median $1,292
Participation rate
22.4%
median 88.9%
Avg account balance
$53,888
median $50,045
Admin fee / account holder
$0
median $49
Annual return
0.79%
median 7.63%
Overall peer rank
39th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$8.95M
Average account balance
Total assets / participants with a balance (line 6g)
$56K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
160
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
60.4%
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
+5.49%
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.

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

4 tripped
  • OpportunityLow participation

    Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

  • OpportunityLow returns

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

  • 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 HORWATH LLP
Auditor EIN
350921680
Audit fees
(not subdivided)
Opinion code
Unqualified