How big is Wheeler Clinic, Inc.'s plan?

Wheeler Clinic, Inc.'s plan reported $57.3M in assets and 1,180 participants for 2024.

Original filing (PDF)20251013142835NAL0002185248001

Wheeler Clinic, Inc.

Name: Wheeler Clinic, Inc. — Wheeler Clinic, Inc. 403(b), Form 5500 (2024)
Creator: Wheeler Clinic, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wheeler Clinic, Inc. 403(b) Plan

403(b) retirement plan · Wheeler Clinic, Inc.'s Wheeler Clinic, Inc. 403(b) Plan held $57.3M in plan assets for 1,180 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

1,180

Accounts w/ balance

1,881

Plan assets (EOY)

$57.3M

Net assets (EOY)

$57.3M

Plan identifiers

Wheeler Clinic, Inc.'s EIN is 06-0867065.

EIN 06-0867065

Plan number 004

Plan year 2024

ACK ID 20251013142835NAL0002185248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wheeler Clinic, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wheeler Clinic, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHEELER CLINIC, INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

WHEELER CLINIC, INC.

EIN

all filings

Address

ONE HOPE STREET · BRISTOL, CT · 060106374

Phone

(860) 793-3500

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2F · ERISA section 404(c)

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WHITTLESEY PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA SEC. CORP LLC	—	NEW YORK, NY	—	$236K	—

Investments

57 direct securities · 1 pooled fund· $57.5M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$46.7M

28 holdings

Mutual Funds

$6.7M

21 holdings

Common Collective Trusts

$3.6M

6 holdings

Pooled Separate Account

$356K

1 holding

Cash / Money Market

$44K

2 holdings

					% of plan
Mutual of America 2045 Retirement Fund	Other securities	—	—	$8.9M	15.5%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$6.4M	11.3%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$5.4M	9.4%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$4.9M	8.5%
Mutual of America 2025 Retirement Fund	Other securities	—	—	$4.7M	8.2%
Vanguard Treasury Money Market Fund	Mutual Funds	—	—	$4.6M	7.9%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$4.1M	7.2%
T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$3.3M	5.8%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$3.0M	5.3%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$1.5M	2.7%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$1.5M	2.7%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$1.4M	2.4%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$981K	1.7%
Dodge & Cox Stock Fund Class I	Mutual Funds	—	—	$909K	1.6%
Mutual of America Retirement Income Fund	Other securities	—	—	$714K	1.2%
BlackRock Mid-Cap Growth Equity Portfolio K	Other securities	—	—	$503K	0.9%
Mutual of America 2065 Retirement Fund	Other securities	—	—	$447K	0.8%
Mutual of America 2015 Retirement Fund	Other securities	—	—	$413K	0.7%
Victory Capital RS Small Cap Growth Equity VIP	Other securities	—	—	$358K	0.6%
SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$356K	0.6%
Delaware VIP Small Cap Value Series	Other securities	—	—	$354K	0.6%
Vanguard International Growth Fund Admiral	Mutual Funds	—	—	$319K	0.6%
Vanguard RE Index Fund Admiral Shares	Common Collective Trusts	—	—	$295K	0.5%
MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$282K	0.5%
Vanguard Total Bond Market Index fund	Common Collective Trusts	—	—	$252K	0.4%
Calvert Investments Bond Fund Class R6	Other securities	—	—	$209K	0.4%
Mutual of America Interest Accumulation Account	Other securities	—	—	$170K	0.3%
Calvert Investments US Large Cap Core Resp. Ind. R6	Other securities	—	—	$98K	0.2%
Calvert Investments Int. Resp. Index Fund R6	Common Collective Trusts	—	—	$97K	0.2%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$93K	0.2%
American Funds IS New World Fund	Mutual Funds	—	—	$93K	0.2%
American Funds 2025 Target Date Fund	Mutual Funds	—	—	$91K	0.2%
Mutual of America International Fund	Other securities	—	—	$84K	0.1%
PIMCO VIT Real Return Portfolio	Mutual Funds	—	—	$66K	0.1%
American Funds The Bond Fund of America	Mutual Funds	—	—	$61K	0.1%
American Funds Fundamental Investors Fund	Mutual Funds	—	—	$61K	0.1%
Mutual of America All America Fund	Other securities	—	—	$57K	<0.1%
Fidelity Investments VIP Equity-Income Fund	Mutual Funds	—	—	$55K	<0.1%
American Funds The Growth Fund of America	Mutual Funds	—	—	$53K	<0.1%
DWS Investments Capital Growth Fund	Other securities	—	—	$45K	<0.1%
Mid Atlantic Master Cash Account	Cash / Money Market	—	—	$39K	<0.1%
American Funds 2040 Target Date Fund	Mutual Funds	—	—	$35K	<0.1%
Fidelity Investments VIP Asset Manager Fund	Mutual Funds	—	—	$30K	<0.1%
Fidelity Investments VIP Contrafund	Mutual Funds	—	—	$26K	<0.1%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$24K	<0.1%
American Funds Europacific Growth Fund	Mutual Funds	—	—	$18K	<0.1%
American Funds American Balanced Fund	Mutual Funds	—	—	$14K	<0.1%
Vanguard VIF International Fund	Mutual Funds	—	—	$9K	<0.1%
American Funds 2035 Target Date Fund	Mutual Funds	—	—	$8K	<0.1%
American Century Investments VP Capital Appreciation Fund	Other securities	—	—	$8K	<0.1%