Retirement plan
HONEYWELL PUERTO RICO SAVINGS AND OWNERSHIP PLAN
HONEYWELL INTERNATIONAL INCEIN 22-2640650Plan #341PY 2016
115 TABOR ROAD - MORRIS PLAINS, NJ 07950973-455-5913
Prospect flagsLow assets / participant
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$26.3M
-19.0% from 2016
Total participants
1,240
-0.2% from 2016
Average account balance
$22,076
-18.7% from 2016
Annual return
10.69%
-8.53 pp from 2016
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants250-999
Cohort2,356 peers
Snapshot2016
55
Participant deferral / active EE
$3,315
median $2,911
35
Employer contribution / active EE
$891
median $1,292
68
Participation rate
95.1%
median 88.9%
14
Avg account balance
$22,076
median $50,045
94
Admin fee / account holder
$0
median $49
82
Annual return
10.69%
median 7.63%
Overall peer rank
58of 100
58th 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.
Plan features & details
Pension benefit codes2E2F2H2O2T3H3J
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.
- 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)).
- 3JU.S.-based Puerto Rico dual-qualified planU.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
1 tripped
- OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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