Other · DOL Form 5500 · 2022
Mary C Wheeler School Inc Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 204
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $283,997
- Avg per participant High balance/head
Official DOL plan name: The Wheeler School Defined Contribution Retirement Plan · Sponsored by Mary C Wheeler School Inc · Rhode Island · Educational Services
$58M in assets, 204 participants
Mary C Wheeler School Inc's The Wheeler School Defined Contribution Retirement Plan reported $58M in total assets and 204 participants in its 2022 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.
- #3,217 in Educational Services (4,024 peers)
Coverage in Rhode Island
The Wheeler School Defined Contribution Retirement Plan covers 204 participants in Rhode Island, about 14% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $58M.
- #3,217
- in Educational Services (4,024 peers)
- -15.1%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Wheeler School Defined Contribution Retirement Plan's outsized position by total assets
The Wheeler School Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$57,935,297 Top 11% higher than 89% 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
The Wheeler School Defined Contribution Retirement 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. The Wheeler School Defined Contribution Retirement Plan sits mid-pack in the medium band (204 participants).
Plan-year Form 5500 strip
Filing strip 050259101 · Mary C Wheeler School Inc PY 2022 · Other
The Wheeler School Defined Contribution Retirement Plan · $58M · 204 · 89th
- TYPE $58M
- NET 204
- BOOK 89th
- VS-ST Other
- BOY near New York City Ballet, Inc 403(b) Plan
- SCH ind #3217
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 Educational Services retirement plans → · Plans in Rhode Island →
The Wheeler School Defined Contribution Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | -$10M |
| Employer EIN | 050259101 |
| Plan Effective Date | 1945-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mary C Wheeler School Inc)
Sponsor-wide plan assets over time
All Mary C Wheeler School Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $70M 21.421416032440465% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $58M |
| 2023 | 1 | 215 | $65M |
| 2024 | 1 | 228 | $70M |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown University Defined Contribution Legacy Retirement Plan $1.3B · 1,283
- Lifespan Corporation 403(b)Retirement Plan $1.0B · 10,171
- Brown University Defined Contribution Deferred Vesting Retirement Plan $657M · 4,906
- Providence College 403(b) Plan $316M · 949
- Roger Williams University Retirement Plan $297M · 1,769
The Wheeler School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is New York City Ballet, Inc 403(b) Plan in NY ($58M); by covered participants it is Community Medical Center Inc. Tax Deferred Annuity Plan in NE (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- New York City Ballet, Inc 403(b) Plan (NY) $58M · 970
- Massachusetts Society for the Prevention of Cruelty to Animals Tax Sheltered Annuity Plan (MA) $58M · 653
- Episcopal School of Dallas 403(b) Amended and Restated Defined Contribution Plan (TX) $58M · 199
- Elmira College Defined Contribution Retirement Plan (NY) $58M · 224
Similar participant headcount
Nearest other-state filings by covered participants (204 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.