Valley National Bank 401(k) and pension plans

Valley National Bank, Morristown, NJ. EIN 22-1186387. Annual reports 2009–2024. Also filed as Bank Leumi USA.

Valley National Bank has 3 active retirement plans on file. The largest is the Valley National Bank Savings and Investment Plan, with 5,761 participants and $663 million in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 3
Participants: 8,470
Plan assets: $1.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 4
Industry: Finance and insurance

All 4 plans

Active plans first

Valley National Bank Savings and Investment Plan

401(k) with ESOPActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 22-1186387
Participants (2024): 5,761
Net assets (2024): $663 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Valley National Bank
70 Speedwell Ave
Morristown, NJ 07960
(973) 305-8800As filed for 2024
In effect since: March 31, 1965

Plans merged into this one: Greater Community Bancorp 401(k) Employees' Saving (2009).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,761	$663 million	Fidelity
2023	5,853	$579 million	Fidelity
2022	5,595	$485 million	Fidelity
2021	4,864	$447 million	Fidelity
2020	4,591	$395 million	Fidelity
2019	4,418	$308 million	Fidelity
2018	3,904	$224 million	Fidelity
2017	3,919	$232 million	Fidelity
2016	3,594	$195 million	Fidelity
2015	3,421	$169 million	Fidelity
2014	3,367	$160 million	Fidelity
2013	3,491	$132 million	Fidelity
2012	3,419	$108 million	Fidelity
2011	3,270	$97.5 million	Fidelity
2010	3,308	$93.7 million	Fidelity
2009	2,837	$79.7 million	Fidelity

Valley National Bank Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 22-1186387
Participants (2024): 2,443
Net assets (2024): $275 million
Plan administrator: Valley National Bank
70 Speedwell Avenue
Morristown, NJ 07960
(973) 305-8800As filed for 2024
In effect since: March 1, 1965

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,443	$275 million	not listed
2023	2,509	$256 million	not listed
2022	2,566	$233 million	not listed
2021	2,594	$278 million	not listed
2020	2,621	$261 million	not listed
2019	2,678	$237 million	not listed
2018	2,744	$211 million	not listed
2017	2,796	$222 million	not listed
2016	2,888	$207 million	not listed
2015	2,967	$189 million	not listed
2014	3,357	$195 million	not listed
2013	3,481	$185 million	not listed
2012	3,660	$139 million	not listed
2011	3,511	$95.7 million	not listed
2010	3,494	$91.9 million	not listed
2009	3,386	$74.0 million	not listed

Employees' Retirement Income Plan of Bank Leumi USA

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 22-1186387
Participants (2024): 266
Net assets (2024): $77.0 million
Last listed administrator: FidelityEarlier: Schwab (2012–2019)
Plan administrator: Valley National Bank
70 Speedwell Ave
Morristown, NJ 07960
(973) 305-8800As filed for 2024
In effect since: January 1, 1958

Earlier sponsor: Bank Leumi USA (2009–2021).

Earlier plan names: Employees Retirement Income Plan of Bank Leumi USA.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	266	$77.0 million	not listed
2023	269	$75.3 million	not listed
2022	272	$42.4 million	not listed
2021	278	$59.3 million	Fidelity
2020	283	$58.4 million	not listed
2019	288	$54.1 million	Schwab
2018	289	$46.0 million	Schwab
2017	296	$53.5 million	Schwab
2016	299	$43.2 million	Schwab
2015	309	$42.2 million	Schwab
2014	599	$76.2 million	Schwab
2013	603	$68.0 million	Schwab
2012	608	$60.8 million	Schwab
2011	616	$51.6 million	not listed
2010	617	$43.2 million	not listed
2009	643	$26.9 million	not listed

Greater Community Bancorp 401(k) Employees' Saving

401(k)Merged

Merged. In 2009 its assets moved to the Valley National Bank Savings and Investment Plan, sponsored by Valley National Bank (EIN 22-1186387, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 003Employer EIN 22-1186387
Recordkeeper: MassMutual2009
Plan administrator: Valley National Bank
1455 Valley Road
Wayne, NJ 07470
(973) 305-8800As filed for 2009
In effect since: January 1, 1989

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Valley National Bank Savings and Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((973) 305-8800). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Valley National Bank Savings and Investment Plan

Valley National Bank Pension Plan

Employees' Retirement Income Plan of Bank Leumi USA

Greater Community Bancorp 401(k) Employees' Saving

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in NJ