401(k) · DOL Form 5500 · 2022
U-Haul Holding Company 401(k) Plan
Data updated 2026-08-11
- $433M
- Total assets
- 29,328
- Participants
- 98th
- Percentile by assets
- $14,754
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $433M
- total plan assets (2022 EOY)
- 29,328
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $14,754
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. U-Haul Holding Company 401(k) Savings Plan reports 29,328 participants - 52x that state average ($433M EOY assets).
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)
| 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.
U-Haul Holding Company 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to U-Haul Holding Company 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did U-Haul Holding Company 401(k) Savings Plan assets move in 2022? ▼
How have U-Haul Holding Company plan assets changed over time? ▼
Where does U-Haul Holding Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to U-Haul Holding Company 401(k) Savings Plan? ▼
Next read for U-Haul Holding Company 401(k) Savings Pl…
Filing takeaways
Ways to act on U-Haul Holding Company 401(k) Savings Plan's numbers.
- By total assets, U-Haul Holding Company 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- U-Haul Holding Company's sponsor-wide assets have grown 19.5% since 2022 across 3 plan years on file. More Real Estate plans