ESOP · DOL Form 5500 · 2022
U-Haul Holding Company ESOP
Data updated 2026-08-25
- $498M
- Total assets Above avg plan size
- 18,179
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $27,403
- Avg per participant Low balance/head
Official DOL plan name: U-Haul Holding Company Employee Stock Ownership Plan · Sponsored by U-Haul Holding Company · Arizona · Real Estate
$498M in assets, 18,179 participants
U-Haul Holding Company's U-Haul Holding Company Employee Stock Ownership Plan reported $498M in total assets and 18,179 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.
- #5,042 in Real Estate (5,057 peers)
Coverage in Arizona
U-Haul Holding Company Employee Stock Ownership Plan covers 18,179 participants in Arizona, 32x the typical Arizona plan (state average ~564 per filing). Assets: $498M.
- #5,042
- in Real Estate (5,057 peers)
- -23.9%
- assets change YoY
- 5.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $151M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
U-Haul Holding Company Employee Stock Ownership Plan's outsized position by total assets
U-Haul Holding Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$498,168,071 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 Employee Stock Ownership 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 Employee Stock Ownership Plan is a mega filing (18,179 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 880106815 · U-Haul Holding Company PY 2022 · ESOP
U-Haul Holding Company Employee Stock Ownership Plan · $498M · 18,179 · 98th
- EOY $498M
- EOY 18,179
- EOY 98th
- EOY ESOP
- EOY near Magnolia Employee Stock Ownership Plan
- EOY ind #5042
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 What is an ESOP? → · Plans in Arizona →
U-Haul Holding Company Employee Stock Ownership Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $655M |
|---|---|
| Net Assets (End of Year) | $498M |
| Net Income | -$151M |
| Employer EIN | 880106815 |
| Plan Effective Date | 1988-01-01 |
| 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 ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
- Rincon Research Corporation Money Purchase Pension Plan $113M · 302
Scale composition for U-Haul Holding Company Employee Stock Ownership Plan
U-Haul Holding Company Employee Stock Ownership Plan reports $498M in end-of-year assets across 18,179 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $27,403 per participant (20% of the national average assets-per-participant) . Net income for plan year 2022 was -$151M.
This plan identity (EIN 880106815, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $498M to $561M (+12.6%) while covered participants moved from 18,179 to 21,253 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,179 | $498M | This page |
| 2023 | 19,740 | $619M | Open filing |
| 2024 · index core | 21,253 | $561M | 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 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Magnolia Employee Stock Ownership Plan in LA ($499M); by covered participants it is Winco Employee Stock Ownership Plan in ID (15,984 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($498M here).
Similar participant headcount
Nearest other-state filings by covered participants (18,179 participants); asset peers above are excluded.
- Winco Employee Stock Ownership Plan (ID) 15,984 · 2,195 off
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (FL) 14,200 · 3,979 off
- Wawa, Inc. Employee Stock Ownership Plan (PA) 22,323 · 4,144 off
- Old Dominion 401(k) Retirement Plan (NC) 24,080 · 5,901 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.