401(k) · DOL Form 5500 · 2024
U-Haul Holding Company 401(k) Plan
Data updated 2026-08-25
- $552M
- Total assets Above avg plan size
- 31,511
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $17,503
- Avg per participant Low balance/head
Official DOL plan name: U-Haul Holding Company 401(k) Savings Plan · Sponsored by U-Haul Holding Company · Arizona · Real Estate
$552M in assets, 31,511 participants
U-Haul Holding Company's U-Haul Holding Company 401(k) Savings Plan reported $552M in total assets and 31,511 participants in its 2024 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.
- #4,583 in Real Estate (4,605 peers)
Coverage in Arizona
U-Haul Holding Company 401(k) Savings Plan covers 31,511 participants in Arizona, 56x the typical Arizona plan (state average ~564 per filing). Assets: $552M.
- #4,583
- in Real Estate (4,605 peers)
- +10.5%
- assets growth YoY
- 5.5×
- 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 2024 · DOL Form 5500
$551,534,186 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
U-Haul Holding Company 401(k) Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 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 (31,511 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- U-Haul Holding Company 401(k) Savings Plan reported net income fell from $57M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- U-Haul Holding Company 401(k) Savings Plan end-of-year assets rose from $499M in the plan year 2023 filing to $552M in the plan year 2024 filing.
- U-Haul Holding Company 401(k) Savings Plan reported participants fell from 31,816 in the plan year 2023 filing to 31,511 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 880106815 · U-Haul Holding Company PY 2024 · 401(k)
U-Haul Holding Company 401(k) Savings Plan · $552M · 31,511 · 97th
- NET $552M
- NET 31,511
- NET 97th
- NET 401(k)
- NET near Prospect Medical Retirement Savings Plan a
- NET ind #4583
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
Arizona filing particulars
| Total Assets (Beginning of Year) | $499M |
|---|---|
| Net Assets (End of Year) | $552M |
| Net Income | $43M |
| Employer EIN | 880106815 |
| Plan Effective Date | 1973-03-16 |
| Filing Status | FILING 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
| 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.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Scale composition for U-Haul Holding Company 401(k) Savings Plan
U-Haul Holding Company 401(k) Savings Plan reports $552M in end-of-year assets across 31,511 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 $17,503 per participant (13% of the national average assets-per-participant) . Net income for plan year 2024 was $43M.
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 | Open filing |
| 2024 · index core | 31,511 | $552M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- U-Haul Holding Company Employee Stock Ownership Plan (ESOP, $561M, 21,253 participants)
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 Prospect Medical Retirement Savings Plan a in CA ($552M); by covered participants it is Pilgrim's Pride Retirement Savings Plan in CO (31,536 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($552M here).
- Prospect Medical Retirement Savings Plan a (CA) $552M · 10,488
- Integer 401(k) Plan (TX) $551M · 4,403
- The Allegiant 401(k) Retirement Plan (NV) $551M · 5,413
- Doosan 401(k) Plan (ND) $552M · 3,768
Similar participant headcount
Nearest other-state filings by covered participants (31,511 participants); asset peers above are excluded.
- Pilgrim's Pride Retirement Savings Plan (CO) 31,536 · 25 off
- Cross Country Healthcare, Inc. 401(k) Plan (FL) 31,400 · 111 off
- Td 401(k) Retirement Plan (ME) 31,654 · 143 off
- Meijer 401(k) Retirement Plan I (MI) 31,705 · 194 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.