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 Employee Stock Ownership Plan is a benefit plan reported by U-Haul Holding Company under EIN 88-0106815 and plan number 003. The latest loaded filing year is 2023. The filing reports 27,786 participants and $618,546,920 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $618,546,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $618,546,920
- Net assets (BOY)
- $498,168,071
Income & contributions
- Employer contributions
- $27,526,005
- Participant contributions
- $0
- Total contributions
- $27,526,005
- Total income / additions
- $157,082,136
Expenses & distributions
- Benefits paid
- $27,180,632
- Administrative expenses
- $14,981
- Total expenses
- $27,195,613
- Net increase / (decrease)
- $129,886,523