Mid-South Independent School Business Officers retirement plans

Mid-South Independent School Business Officers, Inc., Marietta, GA. EIN 58-2057721. Annual reports 2021–2024.

Mid-South Independent School Business Officers, Inc. has one active retirement plan on file, the The Independent School Group Retirement Plan (Misbo), with 5,204 participants and $395 million in assets in 2024. Transamerica has been its recordkeeper since 2022. No traditional pension plan appears in Mid-South Independent School Business Officers's filings since 2021.

Active plans: 1
Participants: 5,204
Plan assets: $395 million
401(k) recordkeeper: Transamerica
Plans on file: 1
Industry: Education

The plan

The Independent School Group Retirement Plan (Misbo)

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 58-2057721
Participants (2024): 5,204
Net assets (2024): $395 million
Recordkeeper: Transamerica2022–2024
Plan administrator: Mid-South Independent School Business Officers, Inc.
1000 Whitlock Ave, Suite 320-337
Marietta, GA 30064
(404) 921-3815As filed for 2024
In effect since: July 15, 2021

Plans merged into this one: Mcdonogh School Retirement Plan (2025).

Year by year, 2021 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,204	$395 million	Transamerica
2023	2,734	$163 million	Transamerica
2022	1,752	$98.5 million	Transamerica
2021	8	$2.2 million	not listed

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the The Independent School Group Retirement Plan (Misbo). With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((404) 921-3815). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

The Independent School Group Retirement Plan (Misbo)

If you had money in one of these plans

What these numbers are

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