Wheeler Clinic 403(b) match, vesting and fees
What Wheeler Clinic's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Sec. Corp LLC | Schedule C ↗ |
| Independent auditor | Whittlesey PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Wheeler Clinic: employer contribution per participant | $1,281 | |
| Peer median | $1,358 |
| Wheeler Clinic: average balance | $30,448 | |
| Peer median | $44,442 |
| Wheeler Clinic: admin expenses ÷ assets | 0.93% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $48.3M at the end of plan year 2021 to $57.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,049 | $57.3M | $2.4M | $1,281 | 0.93% | Not published | Form 5500 ↗ |
| 2023 | 1,930 | $50.1M | $1.8M | $1,017 | 0.46% | Not published | Form 5500 ↗ |
| 2022 | 2,353 | $42.6M | $1.9M | $895 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 2,130 | $48.3M | $1.6M | $814 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Wheeler Clinic match 401(k) contributions?
The match terms for the Wheeler Clinic, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.4M in employer contributions, about $1,281 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wheeler Clinic 401(k) match vested?
The vesting schedule for the Wheeler Clinic, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wheeler Clinic 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Sec. Corp LLC. The plan administrator is Wheeler Clinic, Inc..
I left Wheeler Clinic. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wheeler Clinic, Inc., (860) 793-3500) or the recordkeeper, Mutual of America Sec. Corp LLC. The Wheeler Clinic old 401(k) page lists the contacts from every plan filing. Find an old Wheeler Clinic 401(k)
Data from the public Form 5500 annual reports Wheeler Clinic filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Wheeler Clinic. Not financial advice. Report a correction · Methodology