Civic Intelligence

Amerco

Plan context: Amerco Employee Stock Ownership Plan

EIN 88-0106815 • Phoenix, AZ • 230 filings • 47 plans

2727 N Central AvePhoenix, AZ 85004-1120
Current Snapshot

Latest Year

2024

2024 Participants

33,949

2024 Assets

$1,112,640,017

2024 Contributions

$88,203,224

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,169,954,473$584,977,237$0199920122024YearValue
$1,112,640,017Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

33,94916,9750199920122024YearValue
33,949Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241333,949$1,112,640,017$88,203,224$2,598iApproximate average salary by contribution assumption: employee only about $64,953 at 4% or $43,302 at 6%; with 50% employer match about $43,302 at 4% or $28,868 at 6%; with 100% employer match about $32,476 at 4% or $21,651 at 6%.
Amerco Employee Stock Ownership Plan-19,350$561,105,831$30,170,835$1,559iApproximate average salary by contribution assumption: employee only about $38,980 at 4% or $25,987 at 6%; with 50% employer match about $25,987 at 4% or $17,325 at 6%; with 100% employer match about $19,490 at 4% or $12,993 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-33,949$551,534,186$58,032,389$1,709iApproximate average salary by contribution assumption: employee only about $42,735 at 4% or $28,490 at 6%; with 50% employer match about $28,490 at 4% or $18,993 at 6%; with 100% employer match about $21,367 at 4% or $14,245 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-12,629---
Accident and Health Group Insurance Plan-12,467---
Disability Insurance Plan-16,826---
Amerco Dental Plan-14,676---
Amerco Travel Accident-15,530---
Amerco Health Maintenance Organization-34---
Amerco Stop Loss Plan-11,957---
Metlaw-2,221---
Amerco Critical Illness-2,606---
U-Haul Holding Company Group Accident-2,256---
U-Haul Holding Company Hospital Indemnity-310---
20231332,166$1,117,728,602$81,005,220$2,518iApproximate average salary by contribution assumption: employee only about $62,959 at 4% or $41,972 at 6%; with 50% employer match about $41,972 at 4% or $27,982 at 6%; with 100% employer match about $31,479 at 4% or $20,986 at 6%.
Amerco Employee Stock Ownership Plan-21,253$618,546,920$27,526,005$1,295iApproximate average salary by contribution assumption: employee only about $32,379 at 4% or $21,586 at 6%; with 50% employer match about $21,586 at 4% or $14,391 at 6%; with 100% employer match about $16,189 at 4% or $10,793 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-31,511$499,181,682$53,479,215$1,697iApproximate average salary by contribution assumption: employee only about $42,429 at 4% or $28,286 at 6%; with 50% employer match about $28,286 at 4% or $18,857 at 6%; with 100% employer match about $21,215 at 4% or $14,143 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-17,051---
Accident and Health Group Insurance Plan-12,698---
Disability Insurance Plan-16,717---
Amerco Dental Plan-15,296---
Amerco Travel Accident-32,166---
Amerco Health Maintenance Organization-43---
Amerco Stop Loss Plan-12,207---
Metlaw-2,372---
Amerco Critical Illness-2,760---
U-Haul Holding Company Group Accident-2,383---
U-Haul Holding Company Hospital Indemnity-264---
20221232,803$930,886,440$72,341,173$2,205iApproximate average salary by contribution assumption: employee only about $55,133 at 4% or $36,755 at 6%; with 50% employer match about $36,755 at 4% or $24,504 at 6%; with 100% employer match about $27,567 at 4% or $18,378 at 6%.
Amerco Employee Stock Ownership Plan-19,740$498,168,071$24,973,003$1,265iApproximate average salary by contribution assumption: employee only about $31,627 at 4% or $21,085 at 6%; with 50% employer match about $21,085 at 4% or $14,057 at 6%; with 100% employer match about $15,814 at 4% or $10,542 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-31,816$432,718,369$47,368,170$1,489iApproximate average salary by contribution assumption: employee only about $37,220 at 4% or $24,814 at 6%; with 50% employer match about $24,814 at 4% or $16,542 at 6%; with 100% employer match about $18,610 at 4% or $12,407 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-16,974---
Accident and Health Group Insurance Plan-11,184---
Disability Insurance Plan-16,643---
Amerco Dental Plan-13,109---
Amerco Travel Accident-32,803---
Amerco Health Maintenance Organization-27---
Amerco Stop Loss Plan-10,739---
Metlaw-1,781---
Amerco Critical Illness-2,474---
U-Haul Holding Company Group Accident-1,868---
20211230,091$1,169,954,473$64,217,731$2,134iApproximate average salary by contribution assumption: employee only about $53,353 at 4% or $35,569 at 6%; with 50% employer match about $35,569 at 4% or $23,712 at 6%; with 100% employer match about $26,676 at 4% or $17,784 at 6%.
Amerco Employee Stock Ownership Plan-18,179$654,515,211$23,158,488$1,274iApproximate average salary by contribution assumption: employee only about $31,848 at 4% or $21,232 at 6%; with 50% employer match about $21,232 at 4% or $14,155 at 6%; with 100% employer match about $15,924 at 4% or $10,616 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-29,328$515,439,262$41,059,243$1,400iApproximate average salary by contribution assumption: employee only about $35,000 at 4% or $23,333 at 6%; with 50% employer match about $23,333 at 4% or $15,556 at 6%; with 100% employer match about $17,500 at 4% or $11,667 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-14,730---
Accident and Health Group Insurance Plan-10,407---
Disability Insurance Plan-14,429---
Amerco Dental Plan-12,152---
Amerco Travel Accident-30,091---
Amerco Health Maintenance Organization-18---
Amerco Stop Loss Plan-10,016---
Metlaw-1,531---
Amerco Critical Illness-2,197---
U-Haul Holding Company Group Accident-2,365---
20201227,560$912,279,028$54,801,093$1,988iApproximate average salary by contribution assumption: employee only about $49,711 at 4% or $33,140 at 6%; with 50% employer match about $33,140 at 4% or $22,094 at 6%; with 100% employer match about $24,855 at 4% or $16,570 at 6%.
Amerco Employee Stock Ownership Plan-18,468$457,775,977$20,000,004$1,083iApproximate average salary by contribution assumption: employee only about $27,074 at 4% or $18,049 at 6%; with 50% employer match about $18,049 at 4% or $12,033 at 6%; with 100% employer match about $13,537 at 4% or $9,025 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-26,838$454,503,051$34,801,089$1,297iApproximate average salary by contribution assumption: employee only about $32,418 at 4% or $21,612 at 6%; with 50% employer match about $21,612 at 4% or $14,408 at 6%; with 100% employer match about $16,209 at 4% or $10,806 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-13,420---
Accident and Health Group Insurance Plan-10,085---
Disability Insurance Plan-13,146---
Amerco Dental Plan-11,588---
Amerco Travel Accident-27,560---
Amerco Health Maintenance Organization-26---
Amerco Stop Loss Plan-9,740---
Metlaw-1,362---
Amerco Critical Illness-2,121---
U-Haul Holding Company Group Accident-2,234---
20191228,545$798,517,017$56,658,333$1,985iApproximate average salary by contribution assumption: employee only about $49,622 at 4% or $33,081 at 6%; with 50% employer match about $33,081 at 4% or $22,054 at 6%; with 100% employer match about $24,811 at 4% or $16,541 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-26,631$414,295,988$47,051,685$1,767iApproximate average salary by contribution assumption: employee only about $44,170 at 4% or $29,447 at 6%; with 50% employer match about $29,447 at 4% or $19,631 at 6%; with 100% employer match about $22,085 at 4% or $14,723 at 6%.
Amerco Employee Stock Ownership Plan-26,793$384,221,029$9,606,648$359iApproximate average salary by contribution assumption: employee only about $8,964 at 4% or $5,976 at 6%; with 50% employer match about $5,976 at 4% or $3,984 at 6%; with 100% employer match about $4,482 at 4% or $2,988 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-13,956---
Accident and Health Group Insurance Plan-10,650---
Disability Insurance Plan-13,708---
Amerco Dental Plan-12,885---
Amerco Travel Accident-28,545---
Amerco Health Maintenance Organization-23---
Amerco Stop Loss Plan-10,355---
Amerco Critical Illness-2,376---
Metlaw-1,559---
U-Haul Holding Company Group Accident-2,388---
20181224,370$718,880,942$53,033,659$2,176iApproximate average salary by contribution assumption: employee only about $54,405 at 4% or $36,270 at 6%; with 50% employer match about $36,270 at 4% or $24,180 at 6%; with 100% employer match about $27,202 at 4% or $18,135 at 6%.
Amerco Employee Stock Ownership Plan-15,180$363,856,725$11,002,690$725iApproximate average salary by contribution assumption: employee only about $18,120 at 4% or $12,080 at 6%; with 50% employer match about $12,080 at 4% or $8,053 at 6%; with 100% employer match about $9,060 at 4% or $6,040 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-16,178$355,024,217$42,030,969$2,598iApproximate average salary by contribution assumption: employee only about $64,951 at 4% or $43,301 at 6%; with 50% employer match about $43,301 at 4% or $28,867 at 6%; with 100% employer match about $32,475 at 4% or $21,650 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-12,234---
Accident and Health Group Insurance Plan-9,486---
Disability Insurance Plan-11,685---
Amerco Dental Plan-11,543---
Amerco Travel Accident-24,370---
Amerco Health Maintenance Organization-23---
Amerco Stop Loss Plan-9,208---
Metlaw-1,144---
Amerco Critical Illness-2,013---
U-Haul Holding Company Group Accident-1,761---
20171223,917$795,912,777$51,411,637$2,150iApproximate average salary by contribution assumption: employee only about $53,740 at 4% or $35,826 at 6%; with 50% employer match about $35,826 at 4% or $23,884 at 6%; with 100% employer match about $26,870 at 4% or $17,913 at 6%.
Amerco Employee Stock Ownership Plan-14,315$436,542,135$10,997,763$768iApproximate average salary by contribution assumption: employee only about $19,207 at 4% or $12,804 at 6%; with 50% employer match about $12,804 at 4% or $8,536 at 6%; with 100% employer match about $9,603 at 4% or $6,402 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-16,759$359,370,642$40,413,874$2,411iApproximate average salary by contribution assumption: employee only about $60,287 at 4% or $40,191 at 6%; with 50% employer match about $40,191 at 4% or $26,794 at 6%; with 100% employer match about $30,143 at 4% or $20,096 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-11,755---
Accident and Health Group Insurance Plan-9,049---
Disability Insurance Plan-11,244---
Amerco Dental Plan-11,320---
Amerco Travel Accident-23,917---
Amerco Health Maintenance Organization-19---
Amerco Stop Loss Plan-8,789---
Metlaw-940---
Amerco Critical Illness-1,875---
U-Haul Holding Company Group Accident-967---
20161122,400$755,277,290$44,686,555$1,995iApproximate average salary by contribution assumption: employee only about $49,873 at 4% or $33,249 at 6%; with 50% employer match about $33,249 at 4% or $22,166 at 6%; with 100% employer match about $24,937 at 4% or $16,624 at 6%.
Amerco Employee Stock Ownership Plan-13,689$445,125,743$10,246,659$749iApproximate average salary by contribution assumption: employee only about $18,713 at 4% or $12,476 at 6%; with 50% employer match about $12,476 at 4% or $8,317 at 6%; with 100% employer match about $9,357 at 4% or $6,238 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-15,905$310,151,547$34,439,896$2,165iApproximate average salary by contribution assumption: employee only about $54,134 at 4% or $36,089 at 6%; with 50% employer match about $36,089 at 4% or $24,059 at 6%; with 100% employer match about $27,067 at 4% or $18,045 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-10,862---
Accident and Health Group Insurance Plan-8,572---
Disability Insurance Plan-10,796---
Amerco Dental Plan-10,606---
Amerco Travel Accident-22,400---
Amerco Health Maintenance Organization-17---
Amerco Stop Loss Plan-8,343---
Metlaw-877---
Amerco Critical Illness-1,500---
20151121,150$761,134,712$49,311,757$2,332iApproximate average salary by contribution assumption: employee only about $58,288 at 4% or $38,859 at 6%; with 50% employer match about $38,859 at 4% or $25,906 at 6%; with 100% employer match about $29,144 at 4% or $19,429 at 6%.
Amerco Employee Stock Ownership Plan-13,092$482,128,862$9,405,508$718iApproximate average salary by contribution assumption: employee only about $17,960 at 4% or $11,974 at 6%; with 50% employer match about $11,974 at 4% or $7,982 at 6%; with 100% employer match about $8,980 at 4% or $5,987 at 6%.
Amerco Employee Savings Profit Sharing and Employee Stock Ownership Plan-15,341$279,005,850$39,906,249$2,601iApproximate average salary by contribution assumption: employee only about $65,032 at 4% or $43,355 at 6%; with 50% employer match about $43,355 at 4% or $28,903 at 6%; with 100% employer match about $32,516 at 4% or $21,677 at 6%.
Life and Accident Death and Dismemberment Group Insurance Plan-10,454---
Accident and Health Group Insurance Plan-8,433---
Disability Insurance Plan-9,926---
Amerco Dental Plan-10,044---
Amerco Travel Accident-21,150---
Amerco Health Maintenance Organization-15---
Amerco Stop Loss Plan-8,220---
Metlaw-857---
Amerco Critical Illness-1,946---
20141019,975$633,979,325$29,896,467$1,497iApproximate average salary by contribution assumption: employee only about $37,417 at 4% or $24,945 at 6%; with 50% employer match about $24,945 at 4% or $16,630 at 6%; with 100% employer match about $18,709 at 4% or $12,472 at 6%.
2013919,127$566,119,824$27,003,982$1,412iApproximate average salary by contribution assumption: employee only about $35,296 at 4% or $23,530 at 6%; with 50% employer match about $23,530 at 4% or $15,687 at 6%; with 100% employer match about $17,648 at 4% or $11,765 at 6%.
2012918,691$396,384,104$28,374,911$1,518iApproximate average salary by contribution assumption: employee only about $37,953 at 4% or $25,302 at 6%; with 50% employer match about $25,302 at 4% or $16,868 at 6%; with 100% employer match about $18,976 at 4% or $12,651 at 6%.
2011917,205$319,124,436$21,524,130$1,251iApproximate average salary by contribution assumption: employee only about $31,276 at 4% or $20,851 at 6%; with 50% employer match about $20,851 at 4% or $13,900 at 6%; with 100% employer match about $15,638 at 4% or $10,425 at 6%.
2010917,001$327,258,408$18,946,360$1,114iApproximate average salary by contribution assumption: employee only about $27,861 at 4% or $18,574 at 6%; with 50% employer match about $18,574 at 4% or $12,383 at 6%; with 100% employer match about $13,930 at 4% or $9,287 at 6%.
2009916,895$237,161,007$17,909,687$1,060iApproximate average salary by contribution assumption: employee only about $26,501 at 4% or $17,668 at 6%; with 50% employer match about $17,668 at 4% or $11,778 at 6%; with 100% employer match about $13,251 at 4% or $8,834 at 6%.
2008916,816$191,878,736$18,416,601$1,095iApproximate average salary by contribution assumption: employee only about $27,380 at 4% or $18,253 at 6%; with 50% employer match about $18,253 at 4% or $12,169 at 6%; with 100% employer match about $13,690 at 4% or $9,127 at 6%.
2007816,583$265,085,651$16,398,178$989iApproximate average salary by contribution assumption: employee only about $24,721 at 4% or $16,481 at 6%; with 50% employer match about $16,481 at 4% or $10,987 at 6%; with 100% employer match about $12,361 at 4% or $8,240 at 6%.
2006717,534$298,029,840$14,956,003$853iApproximate average salary by contribution assumption: employee only about $21,324 at 4% or $14,216 at 6%; with 50% employer match about $14,216 at 4% or $9,477 at 6%; with 100% employer match about $10,662 at 4% or $7,108 at 6%.
2005717,740$263,603,057$13,368,075$754iApproximate average salary by contribution assumption: employee only about $18,839 at 4% or $12,559 at 6%; with 50% employer match about $12,559 at 4% or $8,373 at 6%; with 100% employer match about $9,419 at 4% or $6,280 at 6%.
200419,110$209,392,703$12,351,795$1,356iApproximate average salary by contribution assumption: employee only about $33,896 at 4% or $22,598 at 6%; with 50% employer match about $22,598 at 4% or $15,065 at 6%; with 100% employer match about $16,948 at 4% or $11,299 at 6%.
200319,150$151,259,880$11,727,142$1,282iApproximate average salary by contribution assumption: employee only about $32,041 at 4% or $21,361 at 6%; with 50% employer match about $21,361 at 4% or $14,241 at 6%; with 100% employer match about $16,021 at 4% or $10,680 at 6%.
2002616,985$102,239,420$11,942,669$703iApproximate average salary by contribution assumption: employee only about $17,578 at 4% or $11,719 at 6%; with 50% employer match about $11,719 at 4% or $7,813 at 6%; with 100% employer match about $8,789 at 4% or $5,859 at 6%.
2001614,200$142,149,813$12,145,549$855iApproximate average salary by contribution assumption: employee only about $21,383 at 4% or $14,255 at 6%; with 50% employer match about $14,255 at 4% or $9,504 at 6%; with 100% employer match about $10,692 at 4% or $7,128 at 6%.
200028,587$145,405,683$11,306,477$1,317iApproximate average salary by contribution assumption: employee only about $32,917 at 4% or $21,945 at 6%; with 50% employer match about $21,945 at 4% or $14,630 at 6%; with 100% employer match about $16,459 at 4% or $10,972 at 6%.
1999815,437$161,243,964$10,718,773$694iApproximate average salary by contribution assumption: employee only about $17,359 at 4% or $11,573 at 6%; with 50% employer match about $11,573 at 4% or $7,715 at 6%; with 100% employer match about $8,679 at 4% or $5,786 at 6%.