ESOP · DOL Form 5500 · 2023

Honeywell International Inc ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,012
Participants Near avg headcount
89th
Percentile by assets National rank
$77,055
Avg per participant Below avg balance/head
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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.

  • #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.

#15,801
in Manufacturing (18,722 peers)
+26.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$77,979,272 Top 11% higher than 89% of 127,068 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 2023

Honeywell Puerto Rico Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Honeywell Puerto Rico Savings Plan lands in the large band (1,012 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 222640650 · Honeywell International Inc PY 2023 · ESOP

Honeywell Puerto Rico Savings Plan · $78M · 1,012 · 89th

  • BOY $78M
  • BOY 1,012
  • BOY 89th
  • BOY ESOP
  • BOY near Drake-Williams Steel, Inc. Employee Stock Ownership Plan
  • BOY ind #15801

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

Drake-Williams Steel, Inc. Employee Stock Ownership PlanDrake-Williams Steel, Inc. E…$78MHoneywell Puerto Rico Savings PlanHoneywell Puerto Rico Saving…$78MF.L. Crane & Sons, Inc. Employee Stock Ownership PlanF.L. Crane & Sons, Inc. Empl…$78MCarestar, Inc. Employee Stock Ownership PlanCarestar, Inc. Employee Stoc…$78MGraydaze Contracting, Inc. Employee Stock Ownership PlanGraydaze Contracting, Inc. E…$78M
End-of-year total assets ($M) among Honeywell Puerto Rico Savings Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$78M
Net Income$16M
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. 050010001500 50100150200 Total assets ($M) Participants Honeywell Puerto Rico Savings Plan, Total assets ($M): 77.979272 · Participants: 1012Honeywell Puerto Rico Savings PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
Honeywell Puerto Rico Savings Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Honeywell Puerto Rico Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Drake-Williams Steel, Inc. Employee Stock Ownership Plan in NE ($78M); by covered participants it is Braun Intertec ESOP Retirement Plan in MN (1,010 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,012 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Honeywell Puerto Rico Savings Plan grew sharply - up 26.2% during 2023, from $62M to $78M. Reported net income was $16M.
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 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile 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 Drake-Williams Steel, Inc. Employee Stock Ownership Plan in NE ($78M, 234 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 Braun Intertec ESOP Retirement Plan in MN (1,010 participants, $108M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222640650.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.