ESOP · DOL Form 5500 · 2023
Honeywell International Inc ESOP
Data updated 2026-08-11
- $78M
- Total assets
- 1,012
- Participants
- 89th
- Percentile by assets
- $77,055
- Avg per participant
Official DOL plan name: Honeywell Puerto Rico Savings Plan · Sponsored by Honeywell International Inc · North Carolina · Manufacturing
$78M in assets, 1,012 participants
Honeywell International Inc's Honeywell Puerto Rico Savings Plan reported $78M in total assets and 1,012 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #15,801 in Manufacturing (18,722 peers)
Where Honeywell Puerto Rico Savings Plan sits by assets
Honeywell Puerto Rico Savings Plan sits in the top quartile of all filed plans by assets, $78M for 1,012 participants (~$77,055/participant), up 26.2% in 2023.
- $78M
- total plan assets (2023 EOY)
- 1,012
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $77,055
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Honeywell Puerto Rico Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Honeywell Puerto Rico Savings Plan end-of-year assets rose from $62M in the plan year 2022 filing to $78M in the plan year 2023 filing.
- Honeywell Puerto Rico Savings Plan reported participants rose from 967 in the plan year 2022 filing to 1,012 in the plan year 2023 filing.
Honeywell Puerto Rico Savings Plan vs the 2023 asset distribution
By assets, Honeywell Puerto Rico Savings Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | $16M |
| Employer EIN | 222640650 |
| Plan Effective Date | 2008-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Honeywell International Inc)
| 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
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $182M · 1,330
- Ecmd, Inc. Employee Stock Ownership Plan $132M · 922
- Precision Walls, Inc. Employee Stock Ownership Plan $111M · 1,028
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $102M · 273
- State Utility Contractors, Inc. Employee Stock Ownership Plan $86M · 144
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Honeywell Puerto Rico Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Honeywell Puerto Rico Savings Plan assets move in 2023? ▼
How have Honeywell International Inc plan assets changed over time? ▼
Where does Honeywell Puerto Rico Savings Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Honeywell Puerto Rico Savings Plan? ▼
Next read for Honeywell Puerto Rico Savings Plan
Scale reading
Ways to act on Honeywell Puerto Rico Savings Plan's numbers.
- By total assets, Honeywell Puerto Rico Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- Honeywell International Inc's sponsor-wide assets have grown 4.1% since 2022 across 3 plan years on file. More Manufacturing plans