Find an old Columbia Bank 401(k)

Who to contact about an account in each of the 4 Columbia Bank plans, from the filings. Free, no sign-up, no Social Security number.

Columbia Bank Savings and Investment Plan

Columbia Bank · Plan 002 · EIN 22-0900560 · Fair Lawn, NJ

Active · plan year 2024 filing401(k)
Plan administratorColumbia Bank
19-01 Rt 208 North, Fair Lawn, NJ 07410
Form 5500 ↗
Recordkeeper (who holds the accounts)Fidelity Investments InstitutionalSchedule C ↗
Former employees with balances202 separated participants still had money in the planForm 5500 ↗

Columbia Bank Employee Stock Ownership Plan

Columbia Bank · Plan 004 · EIN 22-0900560 · Fairlawn, NJ

Active · plan year 2024 filingRetirement
Plan administratorColumbia Bank
19-01 Rt 208 North, Fairlawn, NJ 07410
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances255 separated participants still had money in the planForm 5500 ↗

Columbia Bank Retirement Plan

Columbia Bank · Plan 003 · EIN 22-0900560 · Fair Lawn, NJ

Active · plan year 2024 filingPension (defined benefit)
Plan administratorColumbia Bank
19-01 Route, 208 North, Fair Lawn, NJ 07410-2832
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances213 separated participants still had money in the planForm 5500 ↗

The Retirement Plan of Rsi Bank in Pentegra Retirement Trust

Columbia Bank · Plan 001 · EIN 22-0900560 · Fair Lawn, NJ

Terminated · plan year 2022 filingPension (defined benefit)
Plan administratorColumbia Bank
208 North, Fair Lawn, NJ 07410
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
TerminationThe plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went.Form 5500 ↗

Columbia Bank 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Columbia Bank 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Columbia Bank, (201) 796-3600. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.

What is the Columbia Bank 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (201) 796-3600.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Columbia Bank and does not hold accounts. Not financial advice. Report a correction