Other · DOL Form 5500 · 2022
Wheeler Clinic, Inc. Retirement Plan
Data updated 2026-08-11
- $43M
- Total assets
- 1,171
- Participants
- 87th
- Percentile by assets
- $36,350
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $43M
- total plan assets (2022 EOY)
- 1,171
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $36,350
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Wheeler Clinic, Inc. 403(b) Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$6M |
| Employer EIN | 060867065 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheeler Clinic, Inc.)
| 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
- Yale University Retirement Account Plan $6.4B · 11,281
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $1.7B · 22,661
- Yale University Tax-Deferred 403(b) Savings Plan $785M · 16,785
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $654M · 2,301
- Hartford Healthcare 403(b)Plan $610M · 5,141
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wheeler Clinic, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Wheeler Clinic, Inc. 403(b) Plan assets move in 2022? ▼
How have Wheeler Clinic, Inc. plan assets changed over time? ▼
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Next read for Wheeler Clinic, Inc. 403(b) Plan
Scale reading
Ways to act on Wheeler Clinic, Inc. 403(b) Plan's numbers.
- By total assets, Wheeler Clinic, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
- Wheeler Clinic, Inc.'s sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans