U-Haul Holding 401(k) match, vesting and fees
What U-Haul Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 12 defined-contribution plans in real estate and rental and leasing with 10,000 to 49,999 participants.
| U-Haul Holding: employer contribution per participant | $0 | |
| Peer median | $1,644 |
| U-Haul Holding: average balance | $20,629 | |
| Peer median | $61,643 |
| U-Haul Holding: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $499M at the end of plan year 2023 to $552M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 37,756 | $552M | $0 | $0 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 35,385 | $499M | $0 | $0 | 0.22% | Not published | Form 5500 ↗ |
Other U-Haul Holding plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
U-Haul Holding Company Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does U-Haul Holding match 401(k) contributions?
The match terms for the U-Haul Holding Company 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the U-Haul Holding 401(k) match vested?
The vesting schedule for the U-Haul Holding Company 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the U-Haul Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is U-Haul Holding Company.
I left U-Haul Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (U-Haul Holding Company, (602) 635-1504) or the recordkeeper, Fidelity Investments Institutional. The U-Haul Holding old 401(k) page lists the contacts from every plan filing. Find an old U-Haul Holding 401(k)
Data from the public Form 5500 annual reports U-Haul Holding filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with U-Haul Holding. Not financial advice. Report a correction · Methodology