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Retirement plan

HONEYWELL PUERTO RICO SAVINGS PLAN

HONEYWELL INTERNATIONAL INCEIN 22-2640650Plan #341PY 2023
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855 S. MINT STREET - CHARLOTTE, NC 28202877-258-3699
Other plans on this EIN
5 filings
#201Retirement-$16.61B assets#302Retirement-$15.39B assets#223Retirement-$917.7M assets#203Retirement-$380.7M assets#305Retirement-$11.2M assets
Prospect flagsLow returns

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(877) 258-3699
How to read this page

Summary metrics

Total assets (EOY)
$78M
-19.0% from 2016
Total participants
1,431
-0.2% from 2016
Average account balance
$57,128
-18.7% from 2016
Annual return
15.17%
-8.53 pp from 2016

Benchmarks

See 809 peers
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants1,000-4,999
Cohort809 peers
Snapshot2023
Participant deferral / active EE
$6,288
median $5,512
Employer contribution / active EE
$1,995
median $2,837
Participation rate
93.5%
median 94.9%
Avg account balance
$57,128
median $84,192
Admin fee / account holder
$0
median $91
Annual return
15.17%
median 18.51%
Overall peer rank
45th 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 codes2E2F2H2O2T3H
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)).

Opportunity flags

1 tripped
  • OpportunityLow returns

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

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
CROWE LLP
Auditor EIN
350921680
Audit fees
(not subdivided)
Opinion code
Unqualified