Valley National Bank Pension Plan — Form 5500 plan (Valley National Bank)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Valley National Bank Pension Plan is a benefit plan reported by Valley National Bank under EIN 22-1186387 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,566 participants and $256,171,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley National Bank
- EIN
- 22-1186387
- Plan number
- 001
- Plan type
- 2
- Location
- Morristown, NJ
- Latest filing year
- 2023
- Participants
- 2,566
- End-of-year plan assets
- $256,171,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,566 | H | 20241009165658NAL0018789233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $256,171,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $256,171,398
- Net assets (BOY)
- $232,981,289
Income & contributions
- Total contributions
- $0
- Total income / additions
- $30,927,406
Expenses & distributions
- Benefits paid
- $7,729,900
- Administrative expenses
- $7,397
- Total expenses
- $7,737,297
- Net increase / (decrease)
- $23,190,109
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.