Other · DOL Form 5500 · 2024

Mid-South Independent School Business Officers, Inc. Retirement Plan

Data updated 2026-08-25

$395M
Total assets Above avg plan size
1,612
Participants Near avg headcount
97th
Percentile by assets National rank
$244,903
Avg per participant Above avg balance/head
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Official DOL plan name: The Independent School Group Retirement Plan (Misbo) · Sponsored by Mid-South Independent School Business Officers, Inc. · Georgia · Educational Services

$395M in assets, 1,612 participants

Mid-South Independent School Business Officers, Inc.'s The Independent School Group Retirement Plan (Misbo) reported $395M in total assets and 1,612 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,453 in Educational Services (3,638 peers)

Where The Independent School Group Retirement Plan (Misbo) sits by assets

The Independent School Group Retirement Plan (Misbo) sits in the top 5% of all filed plans by assets, $395M for 1,612 participants (~$244,903/participant), up 142.0% in 2024.

#3,453
in Educational Services (3,638 peers)
+142.0%
assets growth YoY
4.0×
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 2024 · DOL Form 5500

$394,782,857 Top 3% higher than 97% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

The Independent School Group Retirement Plan (Misbo)'s large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Independent School Group Retirement Plan (Misbo) lands in the large band (1,612 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Independent School Group Retirement Plan (Misbo) end-of-year assets rose from $163M in the plan year 2023 filing to $395M in the plan year 2024 filing.
  • The Independent School Group Retirement Plan (Misbo) reported participants rose from 861 in the plan year 2023 filing to 1,612 in the plan year 2024 filing.
  • The Independent School Group Retirement Plan (Misbo) reported net income rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 582057721 · Mid-South Independent School Business Officers, Inc. PY 2024 · Other

The Independent School Group Retirement Plan (Misbo) · $395M · 1,612 · 97th

  • ASSETS $395M
  • ASSETS 1,612
  • ASSETS 97th
  • ASSETS Other
  • ASSETS near Providence College 403(b) Plan
  • ASSETS ind #3453

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

Carleton College Defined Contribution PlanCarleton College Defined Con…$397MThe Independent School Group Retirement Plan (Misbo)The Independent School Group…$395MProvidence College 403(b) PlanProvidence College 403(b) Pl…$393MAct, Inc. Defined Contribution Retirement PlanAct, Inc. Defined Contributi…$393MUnited Health Services, Inc. 403(b) Retirement PlanUnited Health Services, Inc.…$391M
End-of-year total assets ($M) among The Independent School Group Retirement Plan (Misbo) and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$163M
Net Assets (End of Year)$395M
Net Income$21M
Employer EIN582057721
Plan Effective Date2021-07-15
Filing StatusFILING 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
$0M$100M$200M$300M$400M$500M 202220232024 $98.5M $395M ▲ +300.6%
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.

The Independent School Group Retirement Plan (Misbo) vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0123 Total assets ($B) Participants The Independent School Group Retirement Plan (Misbo), Total assets ($B): 0.394782857 · Participants: 1612The Independent School Group Retirement Plan (Misbo)Wellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.836667773 · Participants: 26097Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.787569453 · Participants: 29253Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.468164444 · Participants: 13143Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.752393828 · Participants: 4682IBEW Local 613 Defined Contribution Pension PlanNavicent Health 403(b) Retirement Savings Plan, Total assets ($B): 0.574965566 · Participants: 6344Navicent Health 403(b) Retirement Savings Plan
The Independent School Group Retirement Plan (Misbo) vs. nearby Other plans in Georgia, assets vs. participants

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 Providence College 403(b) Plan in RI ($393M); by covered participants it is Elon University Defined Contribution Plan in NC (1,613 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($395M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,612 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Independent School Group Retirement Plan (Misbo) assets move in 2024?
The Independent School Group Retirement Plan (Misbo) surged - up 142.0% during 2024, from $163M to $395M. Reported net income was $21M.
How have Mid-South Independent School Business Officers, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mid-South Independent School Business Officers, Inc.'s sponsor-wide assets grew 300.6%, from $99M to $395M.
Where does The Independent School Group Retirement Plan (Misbo) rank by assets among Form 5500 filers?
The Independent School Group Retirement Plan (Misbo) ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to The Independent School Group Retirement Plan (Misbo)?
Among Other plans in other states, the closest by assets is Providence College 403(b) Plan in RI ($393M, 1,046 participants).
Which Other plans cover a similar participant headcount to The Independent School Group Retirement Plan (Misbo)?
Among Other plans in other states, the closest by covered participants is Elon University Defined Contribution Plan in NC (1,613 participants, $324M in assets).