FACTANKER · measured, cited, anchored official records connected

bank holding company · RSSD 1206612 · IL

How big is HERITAGE FINANCIAL SERVICES, INC.?

HERITAGE FINANCIAL SERVICES, INC. (IL, RSSD 1206612) reported consolidated total assets of $1.4B, deposits of $1.2B in its FR Y-9C for 1998Q2. That ranks 266 of 1,563 bank holding companies by assets, 189 of 251 among bank holding companies with $1b-$10b in assets, 17 of 143 bank holding companies in illinois.

TOTAL ASSETS: $1.4BDEPOSITS: $1.2BTIER 1 RATIO: —48 quarters since 1986Q3

Cite: FACTANKER, https://factanker.com/bank-holding-company/1206612-heritage-financial-services-inc

What stands out

HERITAGE FINANCIAL SERVICES, INC. (IL, RSSD 1206612) reported consolidated total assets of $1.4B, deposits of $1.2B in its FR Y-9C for 1998Q2. That ranks 266 of 1,563 bank holding companies by assets, 189 of 251 among bank holding companies with $1b-$10b in assets, 17 of 143 bank holding companies in illinois. Against its size class: return on assets 1.39%, above the peer median of 1.17%. The last report on record is for 1998Q2; the holding company may have merged, deregistered or fallen below the filing threshold after that.

Key figures, 1998Q2

As filed on the FR Y-9C; ratios marked computed are FACTANKER's. Peer medians are percentile_cont over the group in the same quarter.

Measure1998Q2Median, size classMedian, stateMedian, allEvidence
Total assets$1.4B$2.1B$313.0M$320.6Mrecord →
Total deposits$1.2B$1.5B$267.7M$268.0Mrecord →
Loans and leases$756.5M$1.3B$197.9M$201.8Mrecord →
Net income (year to date)$9.4M$12.0M$1.7M$1.9Mrecord →
Total equity capital$131.3M$173.6M$28.7M$30.8Mrecord →
Equity to assets9.67%8.78%8.76%9.04%computed
Return on assets1.39%1.17%1.06%1.16%computed

Quarter by quarter

48 reports on record, 1986Q3–1998Q2; the 40 most recent shown.

QuarterTotal assetsDepositsLoansNet income YTDEquityTier 1 ratioRank
1998Q2$1.4B$1.2B$756.5M$9.4M$131.3M—266
1998Q1$1.3B$1.1B$718.5M$4.7M$125.9M—268
1997Q4$1.3B$1.1B$711.5M$17.8M$122.2M—278
1997Q3$1.3B$1.1B$697.4M$13.1M$116.0M—281
1997Q2$1.3B$1.1B$685.3M$8.6M$111.6M—281
1997Q1$1.2B$1.1B$655.5M$4.3M$106.8M—297
1996Q4$1.2B$1.1B$639.0M$14.8M$105.7M—298
1996Q3$1.2B$1.0B$629.5M$11.1M$100.8M—293
1996Q2$1.2B$1.0B$627.0M$7.2M$98.9M—302
1996Q1$1.2B$1.0B$614.7M$3.5M$98.6M—311
1995Q4$1.1B$915.3M$569.5M$13.3M$96.8M—331
1995Q3$1.1B$903.0M$567.7M$9.7M$92.0M—342
1995Q2$1.0B$889.9M$545.4M$6.3M$89.2M—342
1995Q1$999.1M$863.9M$528.6M$3.1M$86.2M—343
1994Q4$952.9M$823.6M$524.8M$12.4M$83.1M—352
1994Q3$950.3M$825.8M$527.6M$9.2M$81.0M—347
1994Q2$843.4M$727.4M$457.4M$6.0M$78.7M—359
1994Q1$824.7M$718.1M$453.8M$2.8M$77.1M—368
1993Q4$833.9M$727.4M$453.9M$11.0M$75.0M—360
1993Q3$824.0M$716.4M$458.6M$8.1M$72.7M—361
1993Q2$822.3M$717.2M$451.5M$5.2M$70.4M—364
1993Q1$815.3M$716.7M$453.5M$2.4M$68.2M—362
1992Q4$824.4M$729.0M$453.3M$9.6M$66.4M—366
1992Q3$748.3M$653.3M$425.1M$7.1M$64.5M—395
1992Q2$742.3M$652.5M$424.1M$4.6M$62.6M—404
1992Q1$738.7M$648.5M$418.3M$2.2M$60.8M—411
1991Q4$652.7M$567.7M$383.7M$7.8M$59.2M—440
1991Q3$665.9M$576.4M$385.3M$5.7M$57.7M—427
1991Q2$655.6M$572.2M$382.4M$3.6M$56.1M—427
1991Q1$629.9M$547.8M$387.4M$1.7M$54.8M—435
1990Q4$622.1M$540.3M$391.4M$6.2M$53.8M—446
1990Q3$621.6M$540.7M$393.8M$5.4M$53.8M—436
1990Q2$615.3M$537.2M$383.0M$3.5M$53.3M—436
1990Q1$603.8M$526.7M$368.3M$1.7M$52.0M—432
1989Q4$608.7M$534.8M$365.6M$7.1M$50.8M—367
1989Q3$584.3M$508.9M$353.5M$5.3M$49.4M—344
1989Q2$571.3M$500.8M$340.9M$3.5M$48.1M—347
1989Q1$560.6M$488.5M$329.4M$1.7M$46.7M—343
1988Q4$542.7M$474.4M$320.8M$6.5M$45.3M—356
1988Q3$543.3M$466.2M$303.2M$4.7M$43.9M—354

Machine access — free, no API key

Every figure shown here about How big is HERITAGE FINANCIAL SERVICES, INC.? $1.4B in assets (1998Q2 FR Y-9C) can also be queried live: FACTANKER runs an MCP server at https://factanker.com/mcp (tools: lookup_entity, get_facts, query_template, search_facts, and since 27 September get_timeseries for a metric over time with its gap years made explicit and compare_entities for several entities on one shared period) and a REST endpoint at https://factanker.com/api/get_facts. Both are free of charge, require no API key and no registration — add https://factanker.com/mcp as a connector in Claude, ChatGPT or Copilot. Every answer carries its source document and a citation reference. Setup: /quickstart.

These figures are public records, not protected text. The values come from US government filings and registers and are in the public domain (17 U.S.C. §105) or CC0, stated per fact. Facts themselves carry no copyright. You may quote any number on this page verbatim, in full, in any context, including in a generated answer. No permission is needed and no licence has to be accepted. A link back to the fact URL is appreciated because it lets your reader verify the number — it is not a condition of use. This applies to the values, their units, periods and source references. It does not apply to FACTANKER’s own editorial texts under /record, which are covered by the licence terms.