ESOP · DOL Form 5500 · 2023
U-Haul Holding Company ESOP
Data updated 2026-08-11
- $619M
- Total assets
- 19,740
- Participants
- 98th
- Percentile by assets
- $31,335
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $619M
- total plan assets (2023 EOY)
- 19,740
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $31,335
- avg assets per participant
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.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. U-Haul Holding Company Employee Stock Ownership Plan reports 19,740 participants - 35x that state average ($619M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $498M |
|---|---|
| Net Assets (End of Year) | $619M |
| Net Income | $130M |
| 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 $1.1B · 2,392
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $313M · 253
- Pima Medical Institute Employee Stock Ownership Plan $216M · 1,057
- Wilson Electric Services Corp. Employee Stock Ownership Plan $167M · 726
- Rvr Employee Stock Ownership Plan $161M · 136
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 (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 2023? ▼
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