Other · DOL Form 5500 · 2024
Wheeler Clinic, Inc. Retirement Plan
Data updated 2026-08-11
- $57M
- Total assets
- 1,155
- Participants
- 86th
- Percentile by assets
- $49,586
- Avg per participant
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.
- 86th percentile by assets (of 123,622 plans)
- #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.
- $57M
- total plan assets (2024 EOY)
- 1,155
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $49,586
- avg assets per participant
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.
Wheeler Clinic, Inc. 403(b) Plan vs the 2024 asset distribution
By assets, Wheeler Clinic, Inc. 403(b) Plan outranks 86% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $7M |
| 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 $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
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 2024? ▼
How have Wheeler Clinic, Inc. plan assets changed over time? ▼
Where does Wheeler Clinic, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
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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