Other · DOL Form 5500 · 2023

Wheeler Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,241
Participants Near avg headcount
86th
Percentile by assets National rank
$40,409
Avg per participant Low balance/head
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Official DOL plan name: Wheeler Clinic, Inc. 403(b) Plan · Sponsored by Wheeler Clinic, Inc. · Connecticut · Healthcare & Social Assistance

$50M in assets, 1,241 participants

Wheeler Clinic, Inc.'s Wheeler Clinic, Inc. 403(b) Plan reported $50M in total assets and 1,241 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,521 in Healthcare & Social Assistance (17,684 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, $50M for 1,241 participants (~$40,409/participant), up 17.8% in 2023.

#15,521
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$50,147,321 Top 14% higher than 86% 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

Wheeler Clinic, Inc. 403(b) 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. Wheeler Clinic, Inc. 403(b) Plan lands in the large band (1,241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheeler Clinic, Inc. 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Wheeler Clinic, Inc. 403(b) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Wheeler Clinic, Inc. 403(b) Plan reported participants rose from 1,171 in the plan year 2022 filing to 1,241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060867065 · Wheeler Clinic, Inc. PY 2023 · Other

Wheeler Clinic, Inc. 403(b) Plan · $50M · 1,241 · 86th

  • EOY $50M
  • EOY 1,241
  • EOY 86th
  • EOY Other
  • EOY near The Procter & Gamble Commercial Company Employees' Savings Plan
  • EOY ind #15521

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

Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center 403(b) Part-Time Faculty Retirement PlanLundquist Institute for Biom…$50MCollege for Creative Studies 403(b) Retirement PlanCollege for Creative Studies…$50MWheeler Clinic, Inc. 403(b) PlanWheeler Clinic, Inc. 403(b) …$50MThe Procter & Gamble Commercial Company Employees' Savings PlanThe Procter & Gamble Commerc…$50MWoodland Park Zoological Society 403(b) Retirement PlanWoodland Park Zoological Soc…$50M
End-of-year total assets ($M) among Wheeler Clinic, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$50M
Net Income$8M
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): 0.050147321 · Participants: 1241Wheeler Clinic, Inc. 403(b) PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford 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 The Procter & Gamble Commercial Company Employees' Savings Plan in OH ($50M); by covered participants it is La Jewish Home for the Aging Retirement Plan in CA (1,242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,241 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 Wheeler Clinic, Inc. 403(b) Plan assets move in 2023? ▼
Wheeler Clinic, Inc. 403(b) Plan grew sharply - up 17.8% during 2023, from $43M to $50M. Reported net income was $8M.
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 86th 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 Other plans are similar in size to Wheeler Clinic, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Procter & Gamble Commercial Company Employees' Savings Plan in OH ($50M, 38 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 La Jewish Home for the Aging Retirement Plan in CA (1,242 participants, $54M 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 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.