ESOP · DOL Form 5500 · 2023

U-Haul Holding Company ESOP

Data updated 2026-08-25

$619M
Total assets Above avg plan size
19,740
Participants Very large workforce
98th
Percentile by assets National rank
$31,335
Avg per participant Low balance/head
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Official DOL plan name: U-Haul Holding Company Employee Stock Ownership Plan · Sponsored by U-Haul Holding Company · Arizona · Real Estate

$619M in assets, 19,740 participants

U-Haul Holding Company's U-Haul Holding Company Employee Stock Ownership Plan reported $619M in total assets and 19,740 participants in its 2023 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.

  • #4,712 in Real Estate (4,727 peers)

Coverage in Arizona

U-Haul Holding Company Employee Stock Ownership Plan covers 19,740 participants in Arizona, 35x the typical Arizona plan (state average ~564 per filing). Assets: $619M.

#4,712
in Real Estate (4,727 peers)
+24.2%
assets growth YoY
6.2×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$618,546,920 Top 2% higher than 98% 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 Employee Stock Ownership 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 Employee Stock Ownership Plan is a mega filing (19,740 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U-Haul Holding Company Employee Stock Ownership Plan reported net income rose from -$151M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • U-Haul Holding Company Employee Stock Ownership Plan end-of-year assets rose from $498M in the plan year 2022 filing to $619M in the plan year 2023 filing.
  • U-Haul Holding Company Employee Stock Ownership Plan reported participants rose from 18,179 in the plan year 2022 filing to 19,740 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 · ESOP

U-Haul Holding Company Employee Stock Ownership Plan · $619M · 19,740 · 98th

  • ASSETS $619M
  • PCT 19,740
  • EIN 98th
  • RANK ESOP
  • PHOTO near Messer Inc. Employee Stock Ownership Plan
  • IND ind #4712

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

Messer Inc. Employee Stock Ownership PlanMesser Inc. Employee Stock O…$622MU-Haul Holding Company Employee Stock Ownership PlanU-Haul Holding Company Emplo…$619MConsigli Building Group Employee Stock Ownership PlanConsigli Building Group Empl…$612MMagnolia Employee Stock Ownership PlanMagnolia Employee Stock Owne…$612MEmployee Stock Ownership Plan of Applied Research Associates, Inc.Employee Stock Ownership Pla…$606M
End-of-year total assets ($M) among U-Haul Holding Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$498M
Net Assets (End of Year)$619M
Net Income$130M
Employer EIN880106815
Plan Effective Date1988-01-01
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 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 Scatter plot of 6 data points. -50000500010000150002000025000 00.20.40.60.811.2 Total assets ($B) Participants U-Haul Holding Company Employee Stock Ownership Plan, Total assets ($B): 0.61854692 · Participants: 19740U-Haul Holding Company Employee Stock Ownership PlanThe Sundt Companies Employee Stock Ownership Plan, Total assets ($B): 1.064355538 · Participants: 2392The Sundt Companies Employee Stock Ownership PlanSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.313228026 · Participants: 253Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanPima Medical Institute Employee Stock Ownership Plan, Total assets ($B): 0.216174467 · Participants: 1057Pima Medical Institute Employee Stock Ownership PlanWilson Electric Services Corp. Employee Stock Ownership Plan, Total assets ($B): 0.167298665 · Participants: 726Wilson Electric Services Corp. Employee Stock Ownership PlanRvr Employee Stock Ownership Plan, Total assets ($B): 0.160501848 · Participants: 136Rvr Employee Stock Ownership Plan
U-Haul Holding Company Employee Stock Ownership Plan vs. nearby ESOP plans in Arizona, assets vs. participants
Compare U-Haul Holding Company Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for U-Haul Holding Company Employee Stock Ownership Plan

U-Haul Holding Company Employee Stock Ownership Plan reports $619M in end-of-year assets across 19,740 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $31,335 per participant (23% of the national average assets-per-participant) . Net income for plan year 2023 was $130M.

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 Open filing
2023 19,740 $619M This page
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's out-of-state ESOP peers by assets and headcount

Outside Arizona, the nearest ESOP by assets is Messer Inc. Employee Stock Ownership Plan in OH ($622M); by covered participants it is Winco Employee Stock Ownership Plan in ID (16,664 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19,740 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 Employee Stock Ownership Plan assets move in 2023? ▼
U-Haul Holding Company Employee Stock Ownership Plan grew sharply - up 24.2% during 2023, from $498M to $619M. Reported net income was $130M.
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 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
U-Haul Holding Company Employee Stock Ownership Plan ranks in the 98th 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 ESOP plans are similar in size to U-Haul Holding Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Messer Inc. Employee Stock Ownership Plan in OH ($622M, 873 participants).
Which ESOP plans cover a similar participant headcount to U-Haul Holding Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Winco Employee Stock Ownership Plan in ID (16,664 participants, $4.7B 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.