Other · DOL Form 5500 · 2023
The Wheeler School Retirement Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 215
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $301,299
- Avg per participant High balance/head
Official DOL plan name: The Wheeler School Defined Contribution Retirement Plan · Sponsored by The Wheeler School · Rhode Island · Educational Services
$65M in assets, 215 participants
The Wheeler School's The Wheeler School Defined Contribution Retirement Plan reported $65M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,932 in Educational Services (3,735 peers)
Coverage in Rhode Island
The Wheeler School Defined Contribution Retirement Plan covers 215 participants in Rhode Island, about 15% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $65M.
- #2,932
- in Educational Services (3,735 peers)
- +11.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$64,779,189 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Wheeler School Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 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 (215 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Wheeler School Defined Contribution Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Wheeler School Defined Contribution Retirement Plan end-of-year assets rose from $58M in the plan year 2022 filing to $65M in the plan year 2023 filing.
- The Wheeler School Defined Contribution Retirement Plan reported participants rose from 204 in the plan year 2022 filing to 215 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 050259101 · The Wheeler School PY 2023 · Other
The Wheeler School Defined Contribution Retirement Plan · $65M · 215 · 88th
- NET $65M
- NET 215
- NET 88th
- NET Other
- NET near White Plains Hospital Center 403(b) Tax Deferred Annuity Plan
- NET ind #2932
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) | $58M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $7M |
| Employer EIN | 050259101 |
| Plan Effective Date | 1945-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wheeler School)
Sponsor-wide plan assets over time
All The Wheeler School 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 $1.4B · 1,272
- Lifespan Corporation 403(b)Retirement Plan $1.2B · 9,416
- Brown University Defined Contribution Deferred Vesting Retirement Plan $813M · 5,630
- Providence College 403(b) Plan $360M · 984
- Roger Williams University Retirement Plan $336M · 2,740
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 White Plains Hospital Center 403(b) Tax Deferred Annuity Plan in NY ($65M); by covered participants it is The Treatment & Learning Centers Inc. 403b Tax Deferred Annuity Plan in MD (215 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
Similar participant headcount
Nearest other-state filings by covered participants (215 participants); asset peers above are excluded.
- The Treatment & Learning Centers Inc. 403b Tax Deferred Annuity Plan (MD) 215 · 0 off
- Union of Concerned Scientists, Inc. 403b Plan (MA) 215 · 0 off
- Newberry College DC Retirement Plan (SC) 215 · 0 off
- Waterford School 403(b) Plan (UT) 215 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.