Who sponsors the U-Haul Holding Company 401(K) Savings Plan?

U-Haul Holding Company 401(K) Savings Plan is reported as sponsored by U-Haul Holding Company (EIN 88-0106815, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for U-Haul Holding Company 401(K) Savings Plan?

The latest Form 5500 filing year loaded for U-Haul Holding Company 401(K) Savings Plan is 2023.

How many participants does U-Haul Holding Company 401(K) Savings Plan report?

U-Haul Holding Company 401(K) Savings Plan reports 35,503 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for U-Haul Holding Company 401(K) Savings Plan?

U-Haul Holding Company 401(K) Savings Plan reports $499,181,682 in end-of-year plan assets in its latest loaded Form 5500 filing.

U-Haul Holding Company 401(K) Savings Plan — Form 5500 plan (U-Haul Holding Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, U-Haul Holding Company 401(K) Savings Plan is a benefit plan reported by U-Haul Holding Company under EIN 88-0106815 and plan number 002. The latest loaded filing year is 2023. The filing reports 35,503 participants and $499,181,682 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$499.2MPlan net assets, end of year$499,181,682

Participants35.5KCovered participants reported35,503

Assets / participant$14.1KComputed: assets ÷ participants$14,060 (computed)

Provider compensation$1M1 Schedule C provider row(s)$1,021,116

Plan sponsor: U-Haul Holding Company
EIN: 88-0106815
Plan number: 002
Plan type: 2
Location: Phoenix, AZ
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	35,503	H, C	20240910180637NAL0006017329001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$499.2M total assets

Net assets$499.2MLiabilities$0

Money in vs. money out

Total income / additions$123M

Total expenses$66M

Benefits paid / distributions$64.7M

Contributions

Employer$0

Participant$51.1M

Full reported line items

Net assets

Total assets (EOY): $499,181,682
Total liabilities (EOY): $0
Net assets (EOY): $499,181,682
Net assets (BOY): $432,718,369

Income & contributions

Employer contributions: $0
Participant contributions: $51,140,725
Total contributions: $53,479,215
Total income / additions: $122,951,909

Expenses & distributions

Benefits paid: $64,722,785
Administrative expenses: $1,021,116
Total expenses: $65,996,270
Net increase / (decrease): $56,955,639

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Fidelity Investments Institutional	RECORDKEEPER	$1,021,116	$0	2023