Wheeler Clinic Inc.
Plan context: Wheeler Clinic Inc. 403(B) Plan
EIN 06-0867065 • 79 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,180
2024 Assets
$57,271,904
2024 Contributions
$5,361,067
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 3 | 1,180 | $57,271,904 | $5,361,067 | $4,543iApproximate average salary by contribution assumption: employee only about $113,582 at 4% or $75,721 at 6%; with 50% employer match about $75,721 at 4% or $50,481 at 6%; with 100% employer match about $56,791 at 4% or $37,861 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,180 | $57,271,904 | $5,361,067 | $4,543iApproximate average salary by contribution assumption: employee only about $113,582 at 4% or $75,721 at 6%; with 50% employer match about $75,721 at 4% or $50,481 at 6%; with 100% employer match about $56,791 at 4% or $37,861 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 878 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 814 | - | - | - |
| 2023 | 3 | 1,155 | $50,147,321 | $4,969,335 | $4,302iApproximate average salary by contribution assumption: employee only about $107,561 at 4% or $71,708 at 6%; with 50% employer match about $71,708 at 4% or $47,805 at 6%; with 100% employer match about $53,781 at 4% or $35,854 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,155 | $50,147,321 | $4,969,335 | $4,302iApproximate average salary by contribution assumption: employee only about $107,561 at 4% or $71,708 at 6%; with 50% employer match about $71,708 at 4% or $47,805 at 6%; with 100% employer match about $53,781 at 4% or $35,854 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 963 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 733 | - | - | - |
| 2022 | 3 | 1,241 | $42,566,303 | $4,564,682 | $3,678iApproximate average salary by contribution assumption: employee only about $91,956 at 4% or $61,304 at 6%; with 50% employer match about $61,304 at 4% or $40,869 at 6%; with 100% employer match about $45,978 at 4% or $30,652 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,241 | $42,566,303 | $4,564,682 | $3,678iApproximate average salary by contribution assumption: employee only about $91,956 at 4% or $61,304 at 6%; with 50% employer match about $61,304 at 4% or $40,869 at 6%; with 100% employer match about $45,978 at 4% or $30,652 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 762 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 702 | - | - | - |
| 2021 | 3 | 1,171 | $48,302,320 | $3,945,870 | $3,370iApproximate average salary by contribution assumption: employee only about $84,241 at 4% or $56,161 at 6%; with 50% employer match about $56,161 at 4% or $37,441 at 6%; with 100% employer match about $42,121 at 4% or $28,080 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,171 | $48,302,320 | $3,945,870 | $3,370iApproximate average salary by contribution assumption: employee only about $84,241 at 4% or $56,161 at 6%; with 50% employer match about $56,161 at 4% or $37,441 at 6%; with 100% employer match about $42,121 at 4% or $28,080 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 742 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 709 | - | - | - |
| 2020 | 3 | 1,155 | $41,021,880 | $3,798,590 | $3,289iApproximate average salary by contribution assumption: employee only about $82,221 at 4% or $54,814 at 6%; with 50% employer match about $54,814 at 4% or $36,542 at 6%; with 100% employer match about $41,110 at 4% or $27,407 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,155 | $41,021,880 | $3,798,590 | $3,289iApproximate average salary by contribution assumption: employee only about $82,221 at 4% or $54,814 at 6%; with 50% employer match about $54,814 at 4% or $36,542 at 6%; with 100% employer match about $41,110 at 4% or $27,407 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 791 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 781 | - | - | - |
| 2019 | 3 | 1,490 | $34,724,782 | $3,952,704 | $2,653iApproximate average salary by contribution assumption: employee only about $66,321 at 4% or $44,214 at 6%; with 50% employer match about $44,214 at 4% or $29,476 at 6%; with 100% employer match about $33,160 at 4% or $22,107 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,490 | $34,724,782 | $3,952,704 | $2,653iApproximate average salary by contribution assumption: employee only about $66,321 at 4% or $44,214 at 6%; with 50% employer match about $44,214 at 4% or $29,476 at 6%; with 100% employer match about $33,160 at 4% or $22,107 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 829 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 777 | - | - | - |
| 2018 | 3 | 1,464 | $27,608,453 | $3,417,538 | $2,334iApproximate average salary by contribution assumption: employee only about $58,360 at 4% or $38,906 at 6%; with 50% employer match about $38,906 at 4% or $25,938 at 6%; with 100% employer match about $29,180 at 4% or $19,453 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,464 | $27,608,453 | $3,417,538 | $2,334iApproximate average salary by contribution assumption: employee only about $58,360 at 4% or $38,906 at 6%; with 50% employer match about $38,906 at 4% or $25,938 at 6%; with 100% employer match about $29,180 at 4% or $19,453 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 822 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 749 | - | - | - |
| 2017 | 3 | 1,284 | $28,017,625 | $3,614,291 | $2,815iApproximate average salary by contribution assumption: employee only about $70,372 at 4% or $46,914 at 6%; with 50% employer match about $46,914 at 4% or $31,276 at 6%; with 100% employer match about $35,186 at 4% or $23,457 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,284 | $28,017,625 | $3,614,291 | $2,815iApproximate average salary by contribution assumption: employee only about $70,372 at 4% or $46,914 at 6%; with 50% employer match about $46,914 at 4% or $31,276 at 6%; with 100% employer match about $35,186 at 4% or $23,457 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 845 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 758 | - | - | - |
| 2016 | 3 | 1,165 | $23,132,778 | $2,981,031 | $2,559iApproximate average salary by contribution assumption: employee only about $63,971 at 4% or $42,647 at 6%; with 50% employer match about $42,647 at 4% or $28,431 at 6%; with 100% employer match about $31,985 at 4% or $21,324 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,165 | $23,132,778 | $2,981,031 | $2,559iApproximate average salary by contribution assumption: employee only about $63,971 at 4% or $42,647 at 6%; with 50% employer match about $42,647 at 4% or $28,431 at 6%; with 100% employer match about $31,985 at 4% or $21,324 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 838 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 738 | - | - | - |
| 2015 | 3 | 1,070 | $19,690,786 | $3,280,090 | $3,066iApproximate average salary by contribution assumption: employee only about $76,638 at 4% or $51,092 at 6%; with 50% employer match about $51,092 at 4% or $34,061 at 6%; with 100% employer match about $38,319 at 4% or $25,546 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 1,070 | $19,690,786 | $3,280,090 | $3,066iApproximate average salary by contribution assumption: employee only about $76,638 at 4% or $51,092 at 6%; with 50% employer match about $51,092 at 4% or $34,061 at 6%; with 100% employer match about $38,319 at 4% or $25,546 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 876 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 739 | - | - | - |
| 2014 | 3 | 989 | $18,498,341 | $2,347,351 | $2,373iApproximate average salary by contribution assumption: employee only about $59,336 at 4% or $39,558 at 6%; with 50% employer match about $39,558 at 4% or $26,372 at 6%; with 100% employer match about $29,668 at 4% or $19,779 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 989 | $18,498,341 | $2,347,351 | $2,373iApproximate average salary by contribution assumption: employee only about $59,336 at 4% or $39,558 at 6%; with 50% employer match about $39,558 at 4% or $26,372 at 6%; with 100% employer match about $29,668 at 4% or $19,779 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 791 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 729 | - | - | - |
| 2013 | 3 | 919 | $15,943,416 | $2,392,216 | $2,603iApproximate average salary by contribution assumption: employee only about $65,077 at 4% or $43,384 at 6%; with 50% employer match about $43,384 at 4% or $28,923 at 6%; with 100% employer match about $32,538 at 4% or $21,692 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 919 | $15,943,416 | $2,392,216 | $2,603iApproximate average salary by contribution assumption: employee only about $65,077 at 4% or $43,384 at 6%; with 50% employer match about $43,384 at 4% or $28,923 at 6%; with 100% employer match about $32,538 at 4% or $21,692 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 732 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 683 | - | - | - |
| 2012 | 4 | 833 | $12,080,811 | $7,361,697 | $8,838iApproximate average salary by contribution assumption: employee only about $220,939 at 4% or $147,293 at 6%; with 50% employer match about $147,293 at 4% or $98,195 at 6%; with 100% employer match about $110,470 at 4% or $73,646 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 833 | $12,080,811 | $7,361,697 | $8,838iApproximate average salary by contribution assumption: employee only about $220,939 at 4% or $147,293 at 6%; with 50% employer match about $147,293 at 4% or $98,195 at 6%; with 100% employer match about $110,470 at 4% or $73,646 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 707 | - | - | - |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 0 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 811 | - | - | - |
| 2011 | 4 | 748 | $16,913,774 | $2,312,375 | $3,091iApproximate average salary by contribution assumption: employee only about $77,285 at 4% or $51,524 at 6%; with 50% employer match about $51,524 at 4% or $34,349 at 6%; with 100% employer match about $38,643 at 4% or $25,762 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 379 | $12,119,502 | - | - |
| Wheeler Clinic Inc. 403(B) Plan | - | 748 | $4,794,272 | $2,312,375 | $3,091iApproximate average salary by contribution assumption: employee only about $77,285 at 4% or $51,524 at 6%; with 50% employer match about $51,524 at 4% or $34,349 at 6%; with 100% employer match about $38,643 at 4% or $25,762 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 621 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 717 | - | - | - |
| 2010 | 4 | 692 | $17,197,159 | $1,536,115 | $2,220iApproximate average salary by contribution assumption: employee only about $55,495 at 4% or $36,997 at 6%; with 50% employer match about $36,997 at 4% or $24,665 at 6%; with 100% employer match about $27,748 at 4% or $18,498 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 461 | $14,476,301 | $114,179 | $248iApproximate average salary by contribution assumption: employee only about $6,192 at 4% or $4,128 at 6%; with 50% employer match about $4,128 at 4% or $2,752 at 6%; with 100% employer match about $3,096 at 4% or $2,064 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 692 | $2,720,858 | $1,421,936 | $2,055iApproximate average salary by contribution assumption: employee only about $51,371 at 4% or $34,247 at 6%; with 50% employer match about $34,247 at 4% or $22,831 at 6%; with 100% employer match about $25,685 at 4% or $17,124 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 623 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 691 | - | - | - |
| 2009 | 4 | 650 | $15,304,584 | $2,363,131 | $3,636iApproximate average salary by contribution assumption: employee only about $90,890 at 4% or $60,593 at 6%; with 50% employer match about $60,593 at 4% or $40,395 at 6%; with 100% employer match about $45,445 at 4% or $30,297 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 547 | $14,064,052 | $1,924,924 | $3,519iApproximate average salary by contribution assumption: employee only about $87,976 at 4% or $58,651 at 6%; with 50% employer match about $58,651 at 4% or $39,101 at 6%; with 100% employer match about $43,988 at 4% or $29,325 at 6%. |
| Wheeler Clinic Inc. 403(B) Plan | - | 650 | $1,240,532 | $438,207 | $674iApproximate average salary by contribution assumption: employee only about $16,854 at 4% or $11,236 at 6%; with 50% employer match about $11,236 at 4% or $7,491 at 6%; with 100% employer match about $8,427 at 4% or $5,618 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 626 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 612 | - | - | - |
| 2008 | 3 | 621 | $9,419,531 | $1,674,615 | $2,697iApproximate average salary by contribution assumption: employee only about $67,416 at 4% or $44,944 at 6%; with 50% employer match about $44,944 at 4% or $29,963 at 6%; with 100% employer match about $33,708 at 4% or $22,472 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 494 | $9,419,531 | $1,674,615 | $3,390iApproximate average salary by contribution assumption: employee only about $84,748 at 4% or $56,498 at 6%; with 50% employer match about $56,498 at 4% or $37,666 at 6%; with 100% employer match about $42,374 at 4% or $28,249 at 6%. |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 610 | - | - | - |
| Wheeler Clinic Employee Assistance Program | - | 621 | - | - | - |
| 2007 | 3 | 593 | $17,634,973 | $1,584,216 | $2,672iApproximate average salary by contribution assumption: employee only about $66,788 at 4% or $44,525 at 6%; with 50% employer match about $44,525 at 4% or $29,684 at 6%; with 100% employer match about $33,394 at 4% or $22,263 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 483 | $17,634,973 | $1,584,216 | $3,280iApproximate average salary by contribution assumption: employee only about $81,999 at 4% or $54,666 at 6%; with 50% employer match about $54,666 at 4% or $36,444 at 6%; with 100% employer match about $40,999 at 4% or $27,333 at 6%. |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 566 | - | - | - |
| Wheeler Clinic Employee Assistance Program | - | 593 | - | - | - |
| 2006 | 3 | 550 | $15,764,576 | $1,312,885 | $2,387iApproximate average salary by contribution assumption: employee only about $59,677 at 4% or $39,784 at 6%; with 50% employer match about $39,784 at 4% or $26,523 at 6%; with 100% employer match about $29,838 at 4% or $19,892 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 426 | $15,764,576 | $1,312,885 | $3,082iApproximate average salary by contribution assumption: employee only about $77,047 at 4% or $51,365 at 6%; with 50% employer match about $51,365 at 4% or $34,243 at 6%; with 100% employer match about $38,524 at 4% or $25,682 at 6%. |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 540 | - | - | - |
| Wheeler Clinic Employee Assistance Program | - | 550 | - | - | - |
| 2005 | 3 | 485 | $13,193,702 | $1,247,414 | $2,572iApproximate average salary by contribution assumption: employee only about $64,300 at 4% or $42,866 at 6%; with 50% employer match about $42,866 at 4% or $28,578 at 6%; with 100% employer match about $32,150 at 4% or $21,433 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 409 | $13,193,702 | $1,247,414 | $3,050iApproximate average salary by contribution assumption: employee only about $76,248 at 4% or $50,832 at 6%; with 50% employer match about $50,832 at 4% or $33,888 at 6%; with 100% employer match about $38,124 at 4% or $25,416 at 6%. |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 370 | - | - | - |
| Wheeler Clinic Employee Assistance Program | - | 485 | - | - | - |
| 2004 | 3 | 468 | $11,727,626 | $1,030,758 | $2,202iApproximate average salary by contribution assumption: employee only about $55,062 at 4% or $36,708 at 6%; with 50% employer match about $36,708 at 4% or $24,472 at 6%; with 100% employer match about $27,531 at 4% or $18,354 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 353 | $11,727,626 | $1,030,758 | $2,920iApproximate average salary by contribution assumption: employee only about $73,000 at 4% or $48,667 at 6%; with 50% employer match about $48,667 at 4% or $32,444 at 6%; with 100% employer match about $36,500 at 4% or $24,333 at 6%. |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 320 | - | - | - |
| Wheeler Clinic Employee Assistance Program | - | 468 | - | - | - |
| 2003 | 3 | 427 | $10,059,111 | $1,024,933 | $2,400iApproximate average salary by contribution assumption: employee only about $60,008 at 4% or $40,005 at 6%; with 50% employer match about $40,005 at 4% or $26,670 at 6%; with 100% employer match about $30,004 at 4% or $20,003 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 333 | $10,059,111 | $1,024,933 | $3,078iApproximate average salary by contribution assumption: employee only about $76,947 at 4% or $51,298 at 6%; with 50% employer match about $51,298 at 4% or $34,199 at 6%; with 100% employer match about $38,473 at 4% or $25,649 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 427 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 275 | - | - | - |
| 2002 | 3 | 409 | $7,482,098 | $905,048 | $2,213iApproximate average salary by contribution assumption: employee only about $55,321 at 4% or $36,881 at 6%; with 50% employer match about $36,881 at 4% or $24,587 at 6%; with 100% employer match about $27,660 at 4% or $18,440 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 297 | $7,482,098 | $905,048 | $3,047iApproximate average salary by contribution assumption: employee only about $76,182 at 4% or $50,788 at 6%; with 50% employer match about $50,788 at 4% or $33,859 at 6%; with 100% employer match about $38,091 at 4% or $25,394 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 409 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 271 | - | - | - |
| 2001 | 3 | 379 | $8,292,633 | $700,323 | $1,848iApproximate average salary by contribution assumption: employee only about $46,195 at 4% or $30,797 at 6%; with 50% employer match about $30,797 at 4% or $20,531 at 6%; with 100% employer match about $23,098 at 4% or $15,398 at 6%. |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 254 | $8,292,633 | $700,323 | $2,757iApproximate average salary by contribution assumption: employee only about $68,929 at 4% or $45,953 at 6%; with 50% employer match about $45,953 at 4% or $30,635 at 6%; with 100% employer match about $34,465 at 4% or $22,976 at 6%. |
| Wheeler Clinic Employee Assistance Program | - | 379 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 297 | - | - | - |
| 2000 | 3 | 367 | $0 | $0 | - |
| Wheeler Clinic Employee Assistance Program | - | 367 | - | - | - |
| Wheeler Clinic Inc. Employee Group Insurance Plans | - | 287 | - | - | - |
| Wheeler Clinic Inc. Employees Deferred Compensation Plan | - | 249 | - | - | - |