401(k) · DOL Form 5500 · 2023

U-Haul Holding Company 401(k) Plan

Data updated 2026-08-25

$499M
Total assets Above avg plan size
31,816
Participants Very large workforce
97th
Percentile by assets National rank
$15,690
Avg per participant Low balance/head
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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.

  • #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.

#4,706
in Real Estate (4,727 peers)
+15.4%
assets growth YoY
5.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$499,181,682 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

U-Haul Holding Company 401(k) Savings Plan's mega-plan peer group by participant headcount

Plan-year 2023 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 (31,816 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Plan-year Form 5500 strip

Filing strip 880106815 · U-Haul Holding Company PY 2023 · 401(k)

U-Haul Holding Company 401(k) Savings Plan · $499M · 31,816 · 97th

  • TYPE $499M
  • NET 31,816
  • BOOK 97th
  • VS-ST 401(k)
  • BOY near Retirement Savings Plan for Daikin Group Affiliated Companies
  • SCH ind #4706

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

Fresenius Kabi USA, LLC Savings & Ret PlanFresenius Kabi USA, LLC Savi…$500MU-Haul Holding Company 401(k) Savings PlanU-Haul Holding Company 401(k…$499MRetirement Savings Plan for Daikin Group Affiliated CompaniesRetirement Savings Plan for …$499MBrown and Caldwell Savings PlanBrown and Caldwell Savings P…$499MMsd Employee Stock Purchase & Savings PlanMsd Employee Stock Purchase …$499M
End-of-year total assets ($M) among U-Haul Holding Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$433M
Net Assets (End of Year)$499M
Net Income$57M
Employer EIN880106815
Plan Effective Date1973-03-16
Filing StatusFILING 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
$0.9B$1B$1.1B$1.2B 202220232024 $0.93B $1.11B ▲ +19.4%
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 Scatter plot of 6 data points. 0100002000030000400005000060000 0246 Total assets ($B) Participants U-Haul Holding Company 401(k) Savings Plan, Total assets ($B): 0.499181682 · Participants: 31816U-Haul Holding Company 401(k) Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
U-Haul Holding Company 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare U-Haul Holding Company 401(k) Savings Plan 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 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Retirement Savings Plan for Daikin Group Affiliated Companies in MN ($499M); by covered participants it is Maximus, Inc. 401(k) Plan in VA (31,806 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($499M here).

Similar participant headcount

Nearest other-state filings by covered participants (31,816 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to U-Haul Holding Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maximus, Inc. 401(k) Plan in VA (31,806 participants, $763M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.