ESOP · DOL Form 5500 · 2022

Honeywell International Inc ESOP

Data updated 2026-08-25

$62M
Total assets Below avg plan size
967
Participants Near avg headcount
90th
Percentile by assets National rank
$63,915
Avg per participant Low balance/head
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Official DOL plan name: Honeywell Puerto Rico Savings Plan · Sponsored by Honeywell International Inc · North Carolina · Manufacturing

$62M in assets, 967 participants

Honeywell International Inc's Honeywell Puerto Rico Savings Plan reported $62M in total assets and 967 participants in its 2022 DOL Form 5500 filing, ranking in the 90th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #17,437 in Manufacturing (20,602 peers)

Where Honeywell Puerto Rico Savings Plan sits by assets

Honeywell Puerto Rico Savings Plan sits in the top 10% of all filed plans by assets, $62M for 967 participants (~$63,915/participant), down 7.0% in 2022.

#17,437
in Manufacturing (20,602 peers)
-7.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Honeywell Puerto Rico Savings Plan's outsized position by total assets

Honeywell Puerto Rico Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$61,805,576 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Honeywell Puerto Rico Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Honeywell Puerto Rico Savings Plan sits mid-pack in the medium band (967 participants).

Plan-year Form 5500 strip

Filing strip 222640650 · Honeywell International Inc PY 2022 · ESOP

Honeywell Puerto Rico Savings Plan · $62M · 967 · 90th

  • ASSETS $62M
  • PCT 967
  • EIN 90th
  • RANK ESOP
  • PHOTO near Employee Stock Ownership Plan of Vita Plus
  • IND ind #17437

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in North Carolina →

Honeywell Puerto Rico Savings Plan in the asset neighbourhood

Employee Stock Ownership Plan of Vita PlusEmployee Stock Ownership Pla…$62MHoneywell Puerto Rico Savings PlanHoneywell Puerto Rico Saving…$62MWiginton Corporation ESOP$62MFst Logistics, Inc. Employee Stock Ownership PlanFst Logistics, Inc. Employee…$62MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$61M
End-of-year total assets ($M) among Honeywell Puerto Rico Savings Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$62M
Net Income-$5M
Employer EIN222640650
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Honeywell International Inc)

Sponsor-wide plan assets over time

All Honeywell International Inc plans reported in each filing year

Latest sponsor-wide plan assets
$34.3B 4.109339185988252% vs 2022
2024 filing year
$32.5B$33B$33.5B$34B$34.5B 202220232024 $33B $34.3B ▲ +4.1%
Year Plans Participants Total Assets
2022 6 54,187 $32.9B
2023 6 53,725 $33.4B
2024 6 51,823 $34.3B

Nearby ESOP Plans in North Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Honeywell Puerto Rico Savings Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Honeywell Puerto Rico Savings Plan, Total assets ($B): 0.061805576 · Participants: 967Honeywell Puerto Rico Savings PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Honeywell Puerto Rico Savings Plan vs. nearby ESOP plans in North Carolina, assets vs. participants

Honeywell Puerto Rico Savings Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Employee Stock Ownership Plan of Vita Plus in WI ($62M); by covered participants it is Cci Systems, Inc. Employee Stock Ownership Plan in MI (966 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (967 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Honeywell Puerto Rico Savings Plan assets move in 2022?
Honeywell Puerto Rico Savings Plan pulled back noticeably - down 7.0% during 2022, from $66M to $62M. Reported net income was -$5M.
How have Honeywell International Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Honeywell International Inc's sponsor-wide assets grew 4.1%, from $32.9B to $34.3B.
Where does Honeywell Puerto Rico Savings Plan rank by assets among Form 5500 filers?
Honeywell Puerto Rico Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Honeywell Puerto Rico Savings Plan?
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Vita Plus in WI ($62M, 417 participants).
Which ESOP plans cover a similar participant headcount to Honeywell Puerto Rico Savings Plan?
Among ESOP plans in other states, the closest by covered participants is Cci Systems, Inc. Employee Stock Ownership Plan in MI (966 participants, $139M in assets).