Defined Benefit (Pension) · DOL Form 5500 · 2024
Valley National Bank Pension Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 42
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: Employees' Retirement Income Plan of Bank Leumi USA · Sponsored by Valley National Bank · New Jersey · Finance & Insurance
$77M in assets, 42 participants
Valley National Bank's Employees' Retirement Income Plan of Bank Leumi USA reported $77M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #7,015 in Finance & Insurance (8,549 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, $77M for 42 participants (~$1.8M/participant), up 2.2% in 2024.
- #7,015
- in Finance & Insurance (8,549 peers)
- +2.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
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 2024 · DOL Form 5500
$77,014,426 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Employees' Retirement Income Plan of Bank Leumi USA among smaller filed plans by headcount
Plan-year 2024 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 (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employees' Retirement Income Plan of Bank Leumi USA reported net income fell from $33M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Employees' Retirement Income Plan of Bank Leumi USA reported participants fell from 49 in the plan year 2023 filing to 42 in the plan year 2024 filing.
- Employees' Retirement Income Plan of Bank Leumi USA end-of-year assets rose from $75M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 221186387 · Valley National Bank PY 2024 · Defined Benefit (Pension)
Employees' Retirement Income Plan of Bank Leumi USA · $77M · 42 · 88th
- PHOTO $77M
- PHOTO 42
- PHOTO 88th
- PHOTO Defined Benefit (Pension)
- PHOTO near State Department Federal Credit Union Defined Benefit Pension Plan
- PHOTO ind #7015
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $2M |
| Employer EIN | 221186387 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING 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
| 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.
- Retirement Plan of Johnson and Johnson $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
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 State Department Federal Credit Union Defined Benefit Pension Plan in VA ($77M); by covered participants it is Mclaughlin Body Company Hourly Employees' Pension Plan in IL (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- Mclaughlin Body Company Hourly Employees' Pension Plan (IL) 42 · 0 off
- Borregaard USA, Inc. Pension Plan (WI) 42 · 0 off
- Urs Professional Solutions Pension Plan (VA) 42 · 0 off
- The Actors' Fund of America Pension Plan (NY) 42 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.