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
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
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
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | -$5M |
| Employer EIN | 222640650 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING 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
| 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.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
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).
- Employee Stock Ownership Plan of Vita Plus (WI) $62M · 417
- Wiginton Corporation ESOP (FL) $62M · 423
- Fst Logistics, Inc. Employee Stock Ownership Plan (OH) $62M · 265
- Carestar, Inc. Employee Stock Ownership Plan (OH) $61M · 323
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.