DOL Form 5500 · 2024 Plan Year

VALLEY NATIONAL BANK

EMPLOYEES' RETIREMENT INCOME PLAN OF BANK LEUMI USA

Defined BenefitNJ
$77.0M
Plan Assets
269
Participants
2024
Plan Year
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Plan Details

Plan Name
EMPLOYEES' RETIREMENT INCOME PLAN OF BANK LEUMI USA
Sponsor
VALLEY NATIONAL BANK
Sponsor EIN
221186387
Plan Number
004
Location
MORRISTOWN, NJ
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$77.0M
Participants
269
Filing Received
October 1, 2025
Plan Year
2024

About this Plan

EMPLOYEES' RETIREMENT INCOME PLAN OF BANK LEUMI USA is a defined benefit retirement plan sponsored by VALLEY NATIONAL BANK, headquartered in MORRISTOWN, NJ, holding approximately $77.0M in plan assets on behalf of 269 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).