401(k) · DOL Form 5500 · 2023

U-Haul Holding Company 401(k) Plan

Data updated 2026-08-11

$499M
Total assets: 31,816
Participants: 97th
Percentile by assets: $15,690
Avg per participant

Official DOL plan name: U-Haul Holding Company 401(k) Savings Plan · Sponsored by U-Haul Holding Company · Arizona · Real Estate

$499M in assets, 31,816 participants

U-Haul Holding Company's U-Haul Holding Company 401(k) Savings Plan reported $499M in total assets and 31,816 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#4,706 in Real Estate (4,727 peers)

Coverage in Arizona

U-Haul Holding Company 401(k) Savings Plan covers 31,816 participants in Arizona, 56x the typical Arizona plan (state average ~564 per filing). Assets: $499M.

$499M
total plan assets (2023 EOY): 31,816
covered participants: 97th
percentile by assets (of 127,072 plans): $15,690
avg assets per participant

U-Haul Holding Company 401(k) Savings Plan reported net income rose from -$88M in the plan year 2022 filing to $57M in the plan year 2023 filing.
U-Haul Holding Company 401(k) Savings Plan end-of-year assets rose from $433M in the plan year 2022 filing to $499M in the plan year 2023 filing.
U-Haul Holding Company 401(k) Savings Plan reported participants rose from 29,328 in the plan year 2022 filing to 31,816 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Arizona

Industry

Real Estate

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 31,816 participants - 56x that state average ($499M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)	$433M
Net Assets (End of Year)	$499M
Net Income	$57M
Employer EIN	880106815
Plan Effective Date	1973-03-16
Filing Status	FILING RECEIVED

Sponsor Plan History (U-Haul Holding Company)

Total plan assets by year, all U-Haul Holding Company plans on file

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

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare U-Haul Holding Company 401(k) Savings Pl… side-by-side with 3 peers →

Scale composition for U-Haul Holding Company 401(k) Savings Plan

U-Haul Holding Company 401(k) Savings Plan reports $499M in end-of-year assets across 31,816 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.034% of 93,925,755 covered participants) - about $15,690 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $57M.

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	Open filing
2023	31,816	$499M	This page
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.

Retirement Savings Plan for Daikin Group Affiliated Companies (MN) $499M · 5,930
Fresenius Kabi USA, LLC Savings & Ret Plan (IL) $500M · 3,999
Brown and Caldwell Savings Plan (CO) $499M · 1,950
Msd Employee Stock Purchase & Savings Plan (NJ) $499M · 2,487

Frequently Asked Questions

How did U-Haul Holding Company 401(k) Savings Plan assets move in 2023? ▼

U-Haul Holding Company 401(k) Savings Plan grew sharply - up 15.4% during 2023, from $433M to $499M. Reported net income was $57M.

How have U-Haul Holding Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), U-Haul Holding Company's sponsor-wide assets grew 19.5%, from $931M to $1.1B.

Where does U-Haul Holding Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼

U-Haul Holding Company 401(k) Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to U-Haul Holding Company 401(k) Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Daikin Group Affiliated Companies in MN ($499M, 5,930 participants).

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

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 880106815.