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Retirement plan

HONEYWELL PUERTO RICO SAVINGS AND OWNERSHIP PLAN

HONEYWELL INTERNATIONAL INCEIN 22-2640650Plan #341PY 2015
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115 TABOR ROAD - MORRIS PLAINS, NJ 07950973-455-5913
Other plans on this EIN
7 filings
#201Retirement-$16.33B assets#302Retirement-$12.83B assets#223Retirement-$769.9M assets#203Retirement-$320.3M assets#305Retirement-$61.0M assets#260Retirement-$49K assets#255Retirement-$5K assets
Prospect flagsLow assets / participantLow employer contribution

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)
$21.3M
-19.0% from 2016
Total participants
1,237
-0.2% from 2016
Average account balance
$17,952
-18.7% from 2016
Annual return
2.16%
-8.53 pp from 2016

Benchmarks

See 742 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants1,000-4,999
Cohort742 peers
Snapshot2015
Participant deferral / active EE
$2,990
median $3,659
Employer contribution / active EE
$739
median $1,862
Participation rate
95.2%
median 92.4%
Avg account balance
$17,952
median $60,160
Admin fee / account holder
$3
median $34
Annual return
2.16%
median 0.65%
Overall peer rank
49th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$95.51M
Average account balance
Total assets / participants with a balance (line 6g)
$67K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
1,420
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
93.9%
Contributions (total)
Employer and participant dollars contributed each year
$9.55M
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+14.40%
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 codes2E2F2H2O2T3H3J
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2H
    Partial participant-directed account plan
    Participants 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.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
  • 3J
    U.S.-based Puerto Rico dual-qualified plan
    U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Internal Revenue Code of Puerto Rico.

Opportunity flags

2 tripped
  • OpportunityLow employer contribution

    Employer contribution per participant 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
$3K
$3 / participant
  • Other / not subdivided$3K100.0%
% of EOY assets
0.015%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

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