Other · DOL Form 5500 · 2022

Wheeler Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
1,171
Participants Near avg headcount
87th
Percentile by assets National rank
$36,350
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wheeler Clinic, Inc. 403(b) Plan · Sponsored by Wheeler Clinic, Inc. · Connecticut · Healthcare & Social Assistance

$43M in assets, 1,171 participants

Wheeler Clinic, Inc.'s Wheeler Clinic, Inc. 403(b) Plan reported $43M in total assets and 1,171 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,792 in Healthcare & Social Assistance (20,060 peers)

Where Wheeler Clinic, Inc. 403(b) Plan sits by assets

Wheeler Clinic, Inc. 403(b) Plan sits in the top quartile of all filed plans by assets, $43M for 1,171 participants (~$36,350/participant), down 11.9% in 2022.

#17,792
in Healthcare & Social Assistance (20,060 peers)
-11.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheeler Clinic, Inc. 403(b) Plan's outsized position by total assets

Wheeler Clinic, Inc. 403(b) Plan vs every filed plan by assets

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

$42,566,303 Top 13% higher than 87% 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

Wheeler Clinic, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheeler Clinic, Inc. 403(b) Plan lands in the large band (1,171 participants).

Plan-year Form 5500 strip

Filing strip 060867065 · Wheeler Clinic, Inc. PY 2022 · Other

Wheeler Clinic, Inc. 403(b) Plan · $43M · 1,171 · 87th

  • PHOTO $43M
  • IND 1,171
  • EOY 87th
  • 5500 Other
  • ASSETS near Donor Network West Retirement Plan
  • PCT ind #17792

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Wheeler Clinic, Inc. 403(b) Plan in the asset neighbourhood

Wheeler Clinic, Inc. 403(b) PlanWheeler Clinic, Inc. 403(b) …$43MDonor Network West Retirement PlanDonor Network West Retiremen…$43MGift of Hope Organ & Tissue Donor Network 403(b) PlanGift of Hope Organ & Tissue …$43MRetirement Accumulation Plan for Fairchild Medical CenterRetirement Accumulation Plan…$43MCambridge University Press Tax Deferred Annuity PlanCambridge University Press T…$43M
End-of-year total assets ($M) among Wheeler Clinic, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$43M
Net Income-$6M
Employer EIN060867065
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeler Clinic, Inc.)

Sponsor-wide plan assets over time

All Wheeler Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 34.547517551618235% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $42.6M $57.3M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 1,171 $43M
2023 1 1,241 $50M
2024 1 1,155 $57M

Nearby Other Plans in Connecticut

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

Wheeler Clinic, Inc. 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -202468 Total assets ($B) Participants Wheeler Clinic, Inc. 403(b) Plan, Total assets ($B): 0.042566303 · Participants: 1171Wheeler Clinic, Inc. 403(b) PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Wheeler Clinic, Inc. 403(b) Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Wheeler Clinic, Inc. 403(b) Plan side-by-side with 3 peers →

Wheeler Clinic, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Donor Network West Retirement Plan in CA ($43M); by covered participants it is New York Center for Interpersonal Development 403(b) Plan in NY (1,171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,171 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 Wheeler Clinic, Inc. 403(b) Plan assets move in 2022? ▼
Wheeler Clinic, Inc. 403(b) Plan pulled back noticeably - down 11.9% during 2022, from $48M to $43M. Reported net income was -$6M.
How have Wheeler Clinic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeler Clinic, Inc.'s sponsor-wide assets grew 34.5%, from $43M to $57M.
Where does Wheeler Clinic, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Wheeler Clinic, Inc. 403(b) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Wheeler Clinic, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Donor Network West Retirement Plan in CA ($43M, 384 participants).
Which Other plans cover a similar participant headcount to Wheeler Clinic, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is New York Center for Interpersonal Development 403(b) Plan in NY (1,171 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060867065.

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.