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.
Reported financial statement (2023 · Schedule H)
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