Other · DOL Form 5500 · 2023
Mid-South Independent School Business Officers, Inc. Retirement Plan
Data updated 2026-08-25
- $163M
- Total assets Near avg plan size
- 861
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $189,442
- Avg per participant Above avg balance/head
Official DOL plan name: The Independent School Group Retirement Plan (Misbo) · Sponsored by Mid-South Independent School Business Officers, Inc. · Georgia · Educational Services
$163M in assets, 861 participants
Mid-South Independent School Business Officers, Inc.'s The Independent School Group Retirement Plan (Misbo) reported $163M in total assets and 861 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,349 in Educational Services (3,735 peers)
Where The Independent School Group Retirement Plan (Misbo) sits by assets
The Independent School Group Retirement Plan (Misbo) sits in the top 10% of all filed plans by assets, $163M for 861 participants (~$189,442/participant), up 65.5% in 2023.
- #3,349
- in Educational Services (3,735 peers)
- +65.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
The Independent School Group Retirement Plan (Misbo)'s outsized position by total assets
The Independent School Group Retirement Plan (Misbo) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$163,109,218 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Independent School Group Retirement Plan (Misbo) among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Independent School Group Retirement Plan (Misbo) sits mid-pack in the medium band (861 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Independent School Group Retirement Plan (Misbo) reported participants rose from 8 in the plan year 2022 filing to 861 in the plan year 2023 filing.
- The Independent School Group Retirement Plan (Misbo) reported net income rose from -$10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- The Independent School Group Retirement Plan (Misbo) end-of-year assets rose from $99M in the plan year 2022 filing to $163M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 582057721 · Mid-South Independent School Business Officers, Inc. PY 2023 · Other
The Independent School Group Retirement Plan (Misbo) · $163M · 861 · 94th
- BOOK $163M
- BOOK 861
- BOOK 94th
- BOOK Other
- BOOK near The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees
- BOOK ind #3349
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 Educational Services retirement plans → · Plans in Georgia →
The Independent School Group Retirement Plan (Misbo) in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $18M |
| Employer EIN | 582057721 |
| Plan Effective Date | 2021-07-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mid-South Independent School Business Officers, Inc.)
Sponsor-wide plan assets over time
All Mid-South Independent School Business Officers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $395M 300.6166486562315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $99M |
| 2023 | 1 | 861 | $163M |
| 2024 | 1 | 1,612 | $395M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
The Independent School Group Retirement Plan (Misbo)'s out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees in NY ($163M); by covered participants it is Bay Path University 403(b) Retirement Plan in MA (861 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163M here).
- The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees (NY) $163M · 1,141
- Gannon University Defined Contribution Plan (PA) $163M · 1,072
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan (CA) $163M · 2,020
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan (VA) $163M · 600
Similar participant headcount
Nearest other-state filings by covered participants (861 participants); asset peers above are excluded.
- Bay Path University 403(b) Retirement Plan (MA) 861 · 0 off
- Retirement Plan for Employees of Kintegra Health (NC) 862 · 1 off
- Hattie Larlham 403(b) Retirement Savings Plan (OH) 859 · 2 off
- Tax Deferred Annuity Plan of Ny Medical College (NY) 859 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.