ESOP · DOL Form 5500 · 2022
U-Haul Holding Company ESOP
Data updated 2026-08-06
- $498M
- Total assets
- 18,179
- Participants
- 98th
- Percentile by assets
- $27,403
- Avg per participant
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.
- 98th percentile by assets (of 139,258 plans)
- #5,048 in Real Estate (5,063 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 ~577 per filing). Assets: $498M.
- $498M
- total plan assets (2022 EOY)
- 18,179
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $27,403
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 577 participants across 2,182 plans. U-Haul Holding Company Employee Stock Ownership Plan reports 18,179 participants - 32x that state average ($498M EOY assets).
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)
| 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.
U-Haul Holding Company Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
- 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 $11.6T held by all Form 5500 filers in the national rollup , and 0.020% of 89,805,449 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)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to U-Haul Holding Company Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did U-Haul Holding Company Employee Stock Ownership Plan assets move in 2022? ▼
How have U-Haul Holding Company plan assets changed over time? ▼
Where does U-Haul Holding Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to U-Haul Holding Company Employee Stock Ownership Plan? ▼
Next read for U-Haul Holding Company Employee Stock Ow…
Filing takeaways
Ways to act on U-Haul Holding Company Employee Stock Ownership Plan's numbers.
- By total assets, U-Haul Holding Company Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP 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