Defined Benefit (Pension) · DOL Form 5500 · 2022

Valley National Bank Pension Plan

Data updated 2026-08-25

$233M
Total assets Near avg plan size
763
Participants Near avg headcount
96th
Percentile by assets National rank
$305,349
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Valley National Bank Pension Plan · Sponsored by Valley National Bank · New Jersey · Finance & Insurance

$233M in assets, 763 participants

Valley National Bank's Valley National Bank Pension Plan reported $233M in total assets and 763 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #8,646 in Finance & Insurance (9,261 peers)

Where Valley National Bank Pension Plan sits by assets

Valley National Bank Pension Plan sits in the top 5% of all filed plans by assets, $233M for 763 participants (~$305,349/participant), down 16.3% in 2022.

#8,646
in Finance & Insurance (9,261 peers)
-16.3%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Valley National Bank Pension Plan's outsized position by total assets

Valley National Bank Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$232,981,289 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Valley National Bank Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley National Bank Pension Plan sits mid-pack in the medium band (763 participants).

EBSA filing schedule strip

Filing strip 221186387 · Valley National Bank PY 2022 · Defined Benefit (Pension)

Valley National Bank Pension Plan · $233M · 763 · 96th

  • EOY $233M
  • EOY 763
  • EOY 96th
  • EOY Defined Benefit (Pension)
  • EOY near Jbt Corporation Employees' Retirement Program
  • EOY ind #8646

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Jersey →

Valley National Bank Pension Plan in the asset neighbourhood

Jbt Corporation Employees' Retirement ProgramJbt Corporation Employees' R…$233MValley National Bank Pension PlanValley National Bank Pension…$233MThe Teknor Apex Company Retirement PlanThe Teknor Apex Company Reti…$233MIndiana Farm Bureau Retirement PlanIndiana Farm Bureau Retireme…$233MTeamsters National Pipe Line Pension PlanTeamsters National Pipe Line…$233M
End-of-year total assets ($M) among Valley National Bank Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$278M
Net Assets (End of Year)$233M
Net Income-$45M
Employer EIN221186387
Plan Effective Date1965-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley National Bank)

Sponsor-wide plan assets over time

All Valley National Bank plans reported in each filing year

Latest sponsor-wide plan assets
$1.0B 33.443801257382255% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.76B $1.01B ▲ +32.9%
Year Plans Participants Total Assets
2022 3 4,111 $760M
2023 3 4,225 $910M
2024 3 4,404 $1.0B

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Valley National Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Valley National Bank Pension Plan, Total assets ($B): 0.232981289 · Participants: 763Valley National Bank Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
Valley National Bank Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Valley National Bank Pension Plan side-by-side with 3 peers →

Valley National Bank Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Jbt Corporation Employees' Retirement Program in IL ($233M); by covered participants it is Ardagh Metal Pension Plan in IN (763 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($233M here).

Similar participant headcount

Nearest other-state filings by covered participants (763 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Valley National Bank Pension Plan assets move in 2022? ▼
Valley National Bank Pension Plan declined sharply - down 16.3% during 2022, from $278M to $233M. Reported net income was -$45M.
How have Valley National Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley National Bank's sponsor-wide assets grew 33.4%, from $760M to $1.0B.
Where does Valley National Bank Pension Plan rank by assets among Form 5500 filers? ▼
Valley National Bank Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Valley National Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jbt Corporation Employees' Retirement Program in IL ($233M, 655 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Valley National Bank Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ardagh Metal Pension Plan in IN (763 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221186387.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.