DOL Form 5500 · 2025 Plan Year

VALLEY NATIONAL BANK

EMPLOYEES' RETIREMENT INCOME PLAN OF BANK LEUMI USA

Defined BenefitNJ
$84.7M
Plan Assets
266
Participants
2025
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)
$84.7M
Participants
266
Filing Received
October 5, 2026
Plan Year
2025

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 $84.7M in plan assets on behalf of 266 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).