2023 Form 5500 filing — U-Haul Holding Company 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910180637NAL0006017329001) for U-Haul Holding Company 401(K) Savings Plan, reported by U-Haul Holding Company under EIN 88-0106815 and plan number 002. It reports 35,503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910180637NAL0006017329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- U-Haul Holding Company
- EIN
- 88-0106815
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 35,503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $499,181,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $499,181,682
- Employer contributions
- $0
- Participant contributions
- $51,140,725
- Total income / additions
- $122,951,909
- Benefits paid
- $64,722,785
- Administrative expenses
- $1,021,116
- Total expenses
- $65,996,270
- Net increase / (decrease)
- $56,955,639
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,021,116 | $0 |