401(k) · DOL Form 5500 · 2022
U-Haul Holding Company 401(k) Plan
Data updated 2026-08-25
- $433M
- Total assets Above avg plan size
- 29,328
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $14,754
- Avg per participant Low balance/head
Official DOL plan name: U-Haul Holding Company 401(k) Savings Plan · Sponsored by U-Haul Holding Company · Arizona · Real Estate
$433M in assets, 29,328 participants
U-Haul Holding Company's U-Haul Holding Company 401(k) Savings Plan reported $433M in total assets and 29,328 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #5,036 in Real Estate (5,057 peers)
Coverage in Arizona
U-Haul Holding Company 401(k) Savings Plan covers 29,328 participants in Arizona, 52x the typical Arizona plan (state average ~564 per filing). Assets: $433M.
- #5,036
- in Real Estate (5,057 peers)
- -16.0%
- assets change YoY
- 4.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $88M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
U-Haul Holding Company 401(k) Savings Plan's outsized position by total assets
U-Haul Holding Company 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$432,718,369 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
U-Haul Holding Company 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. U-Haul Holding Company 401(k) Savings Plan is a mega filing (29,328 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 880106815 · U-Haul Holding Company PY 2022 · 401(k)
U-Haul Holding Company 401(k) Savings Plan · $433M · 29,328 · 98th
- EBSA $433M
- EBSA 29,328
- EBSA 98th
- EBSA 401(k)
- EBSA near Southern Farm Bureau and Adopting Companies 401(k) Plan
- EBSA ind #5036
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 Real Estate retirement plans → · Plans in Arizona →
U-Haul Holding Company 401(k) Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $515M |
|---|---|
| Net Assets (End of Year) | $433M |
| Net Income | -$88M |
| Employer EIN | 880106815 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (U-Haul Holding Company)
Sponsor-wide plan assets over time
All U-Haul Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 19.52478510697825% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 47,507 | $931M |
| 2023 | 2 | 51,556 | $1.1B |
| 2024 | 2 | 52,764 | $1.1B |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Scale composition for U-Haul Holding Company 401(k) Savings Plan
U-Haul Holding Company 401(k) Savings Plan reports $433M in end-of-year assets across 29,328 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.031% of 93,925,755 covered participants) - about $14,754 per participant (11% of the national average assets-per-participant) . Net income for plan year 2022 was -$88M.
This plan identity (EIN 880106815, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $433M to $552M (+27.5%) while covered participants moved from 29,328 to 31,511 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 29,328 | $433M | This page |
| 2023 | 31,816 | $499M | Open filing |
| 2024 · index core | 31,511 | $552M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- U-Haul Holding Company Employee Stock Ownership Plan (ESOP, $561M, 21,253 participants)
- U-Haul Holding Company 401(k) Savings Plan (401(k), $552M, 31,511 participants)
U-Haul Holding Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Southern Farm Bureau and Adopting Companies 401(k) Plan in MS ($433M); by covered participants it is New York Hotel Trades Council & Hotel Association of New York City, Inc. 401(k) Savings Plan in NY (29,351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($433M here).
- Southern Farm Bureau and Adopting Companies 401(k) Plan (MS) $433M · 2,626
- Genpact U. S. 401(k) Savings Plan (NY) $433M · 3,487
- Boyd Gaming Corporation 401(k) Plan and Trust (NV) $432M · 13,566
- Healthfirst Profit Sharing 401(k) Plan (NY) $433M · 4,992
Similar participant headcount
Nearest other-state filings by covered participants (29,328 participants); asset peers above are excluded.
- New York Hotel Trades Council & Hotel Association of New York City, Inc. 401(k) Savings Plan (NY) 29,351 · 23 off
- Allegis Group, Inc. Retirement Savings Plan One (MD) 29,283 · 45 off
- Kaiser Permanente Tax Sheltered Annuity Plan III (CA) 29,274 · 54 off
- The Mgm Resorts 401(k) Savings Plan (NV) 29,398 · 70 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.