Other · DOL Form 5500 · 2024

Wheeler Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
1,155
Participants Near avg headcount
86th
Percentile by assets National rank
$49,586
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

$57M in assets, 1,155 participants

Wheeler Clinic, Inc.'s Wheeler Clinic, Inc. 403(b) Plan reported $57M in total assets and 1,155 participants in its 2024 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.

  • #14,826 in Healthcare & Social Assistance (16,916 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, $57M for 1,155 participants (~$49,586/participant), up 14.2% in 2024.

#14,826
in Healthcare & Social Assistance (16,916 peers)
+14.2%
assets growth YoY
0.6×
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 2024 · DOL Form 5500

$57,271,904 Top 14% higher than 86% of 123,620 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 2024

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

Plan-year 2024 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 (1,155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheeler Clinic, Inc. 403(b) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Wheeler Clinic, Inc. 403(b) Plan reported participants fell from 1,241 in the plan year 2023 filing to 1,155 in the plan year 2024 filing.
  • Wheeler Clinic, Inc. 403(b) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060867065 · Wheeler Clinic, Inc. PY 2024 · Other

Wheeler Clinic, Inc. 403(b) Plan · $57M · 1,155 · 86th

  • BOOK $57M
  • VS-ST 1,155
  • BOY 86th
  • SCH Other
  • EBSA near 403(b) Retirement Plan for Ighl & Cdd
  • PART ind #14826

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

Lakeland University Retirement Plan 403(b)Lakeland University Retireme…$57MRavenscroft School Retirement PlanRavenscroft School Retiremen…$57MWheeler Clinic, Inc. 403(b) PlanWheeler Clinic, Inc. 403(b) …$57M403(b) Retirement Plan for Ighl & Cdd403(b) Retirement Plan for I…$57MMississippi Methodist Hospital Rehabilitation Center Retirement PlanMississippi Methodist Hospit…$57M
End-of-year total assets ($M) among Wheeler Clinic, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$57M
Net Income$7M
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 -20246810 Total assets ($B) Participants Wheeler Clinic, Inc. 403(b) Plan, Total assets ($B): 0.057271904 · Participants: 1155Wheeler Clinic, Inc. 403(b) PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement 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 403(b) Retirement Plan for Ighl & Cdd in NY ($57M); by covered participants it is Seven Hills Foundation Retirement Plan in MA (1,155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,155 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Wheeler Clinic, Inc. 403(b) Plan grew at a solid clip - up 14.2% during 2024, from $50M to $57M. Reported net income was $7M.
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 123,622 plans that reported assets for plan year 2024 (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 403(b) Retirement Plan for Ighl & Cdd in NY ($57M, 2,666 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 Seven Hills Foundation Retirement Plan in MA (1,155 participants, $58M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.