bank holding company · RSSD 3842649 · CA
How big is BENEFICIAL STATE FOUNDATION?
BENEFICIAL STATE FOUNDATION (CA, RSSD 3842649) reported consolidated total assets of $1.0B, deposits of $810.4M and a Tier 1 risk-based capital ratio of 12.41% in its FR Y-9C for 2018Q2. That ranks 611 of 650 bank holding companies by assets, 484 of 492 among bank holding companies with $1b-$10b in assets, 40 of 40 bank holding companies in california.
What stands out
BENEFICIAL STATE FOUNDATION (CA, RSSD 3842649) reported consolidated total assets of $1.0B, deposits of $810.4M and a Tier 1 risk-based capital ratio of 12.41% in its FR Y-9C for 2018Q2. That ranks 611 of 650 bank holding companies by assets, 484 of 492 among bank holding companies with $1b-$10b in assets, 40 of 40 bank holding companies in california. Against its size class: tier 1 risk-based capital ratio 12.41%, below the peer median of 12.60%; tier 1 leverage ratio 10.66%, above the peer median of 10.12%; return on assets -0.23%, below the peer median of 1.11%. At 12.41% its Tier 1 risk-based ratio is above the 6% minimum of the Federal Reserve's capital rule in force since 2015; its leverage ratio of 10.66% is above the 4% minimum. Buffers, stress tests and the small-holding-company exemption are not applied here. The last report on record is for 2018Q2; the holding company may have merged, deregistered or fallen below the filing threshold after that.
Key figures, 2018Q2
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.
| Measure | 2018Q2 | Median, size class | Median, state | Median, all | Evidence |
|---|---|---|---|---|---|
| Total assets | $1.0B | $1.9B | $2.7B | $2.3B | record → |
| Total deposits | $810.4M | $1.5B | $2.3B | $1.8B | record → |
| Loans and leases | $787.1M | $1.3B | $1.6B | $1.6B | record → |
| Net income (year to date) | $-1.2M | $11.2M | $19.0M | $13.4M | record → |
| Total equity capital | $109.6M | $198.3M | $309.8M | $251.4M | record → |
| Equity to assets | 10.59% | 10.25% | 10.77% | 10.57% | computed |
| Tier 1 risk-based capital ratio | 12.41% | 12.60% | 13.07% | 12.70% | record → |
| Total risk-based capital ratio | 13.67% | 14.11% | 14.38% | 14.27% | record → |
| Tier 1 leverage ratio | 10.66% | 10.12% | 10.66% | 10.05% | record → |
| Return on assets | -0.23% | 1.11% | 1.30% | 1.12% | computed |
Quarter by quarter
2 reports on record, 2018Q1–2018Q2; the 2 most recent shown.
| Quarter | Total assets | Deposits | Loans | Net income YTD | Equity | Tier 1 ratio | Rank |
|---|---|---|---|---|---|---|---|
| 2018Q2 | $1.0B | $810.4M | $787.1M | $-1.2M | $109.6M | 12.41% | 611 |
| 2018Q1 | $959.6M | $787.9M | $718.2M | $-65.0k | $109.3M | 13.76% | 627 |
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