Defined Benefit (Pension) · DOL Form 5500 · 2022

Valley National Bank Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
63
Participants Small participant base
87th
Percentile by assets National rank
$673,438
Avg per participant High balance/head
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Official DOL plan name: Employees' Retirement Income Plan of Bank Leumi USA · Sponsored by Valley National Bank · New Jersey · Finance & Insurance

$42M in assets, 63 participants

Valley National Bank's Employees' Retirement Income Plan of Bank Leumi USA reported $42M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,263 in Finance & Insurance (9,261 peers)

Where Employees' Retirement Income Plan of Bank Leumi USA sits by assets

Employees' Retirement Income Plan of Bank Leumi USA sits in the top quartile of all filed plans by assets, $42M for 63 participants (~$673,438/participant), down 28.4% in 2022.

#7,263
in Finance & Insurance (9,261 peers)
-28.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employees' Retirement Income Plan of Bank Leumi USA's outsized position by total assets

Employees' Retirement Income Plan of Bank Leumi USA vs every filed plan by assets

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

$42,426,586 Top 13% higher than 87% 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

Employees' Retirement Income Plan of Bank Leumi USA among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Retirement Income Plan of Bank Leumi USA is a small filing (63 participants) on this national headcount ladder.

DOL schedule card

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

Employees' Retirement Income Plan of Bank Leumi USA · $42M · 63 · 87th

  • EIN $42M
  • EIN 63
  • EIN 87th
  • EIN Defined Benefit (Pension)
  • EIN near Plumbers & Steamfitters Local 146 Pension Plan
  • EIN ind #7263

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 →

Employees' Retirement Income Plan of Bank Leumi USA in the asset neighbourhood

The Winterthur Museum Pension PlanThe Winterthur Museum Pensio…$42MEmployees' Retirement Income Plan of Bank Leumi USAEmployees' Retirement Income…$42MPlumbers & Steamfitters Local 146 Pension PlanPlumbers & Steamfitters Loca…$42MEmery Oleochemicals Retirement PlanEmery Oleochemicals Retireme…$42MRetirement Plan for Employees of Transdev North America PhoenixRetirement Plan for Employee…$42M
End-of-year total assets ($M) among Employees' Retirement Income Plan of Bank Leumi USA and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$42M
Net Income-$17M
Employer EIN221186387
Plan Effective Date1958-01-01
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.

Employees' Retirement Income Plan of Bank Leumi USA vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Employees' Retirement Income Plan of Bank Leumi USA, Total assets ($B): 0.042426586 · Participants: 63Employees' Retirement Income Plan of Bank Leumi USARetirement 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
Employees' Retirement Income Plan of Bank Leumi USA vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Employees' Retirement Income Plan of Bank Leumi USA side-by-side with 3 peers →

Employees' Retirement Income Plan of Bank Leumi USA's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Plumbers & Steamfitters Local 146 Pension Plan in TX ($42M); by covered participants it is Pension Plan for Employees of Pediatric Associates of Dallas in TX (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Employees' Retirement Income Plan of Bank Leumi USA assets move in 2022? ▼
Employees' Retirement Income Plan of Bank Leumi USA declined sharply - down 28.4% during 2022, from $59M to $42M. Reported net income was -$17M.
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 Employees' Retirement Income Plan of Bank Leumi USA rank by assets among Form 5500 filers? ▼
Employees' Retirement Income Plan of Bank Leumi USA ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Employees' Retirement Income Plan of Bank Leumi USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Steamfitters Local 146 Pension Plan in TX ($42M, 289 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Retirement Income Plan of Bank Leumi USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Pediatric Associates of Dallas in TX (63 participants, $16M 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.