credit union · NCUA 16113 · OR
How big is HERITAGE GROVE?
HERITAGE GROVE (OR, NCUA charter 16113) reported total assets of $167.2M, 8,366 members and a net worth ratio of 11.86% in its Call Report for 2026Q2. That ranks 1425 of 4,299 federally insured credit unions by assets, 666 of 1,061 among credit unions with $100m-$500m in assets, 23 of 47 credit unions in oregon.
What stands out
HERITAGE GROVE (OR, NCUA charter 16113) reported total assets of $167.2M, 8,366 members and a net worth ratio of 11.86% in its Call Report for 2026Q2. That ranks 1425 of 4,299 federally insured credit unions by assets, 666 of 1,061 among credit unions with $100m-$500m in assets, 23 of 47 credit unions in oregon. Against its size class: net worth ratio 11.86%, above the peer median of 11.65%; loan-to-share ratio 70.51%, below the peer median of 73.15%; return on assets 0.65%, below the peer median of 0.74%. At 11.86% its net worth ratio is above the 7% NCUA threshold, which puts it in the "well capitalised" band of prompt corrective action; the regulator applies further tests, this page does not.
Key figures, 2026Q2
As filed with the NCUA; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same quarter.
| Measure | 2026Q2 | Median, size class | Median, state | Median, all | Evidence |
|---|---|---|---|---|---|
| Total assets | $167.2M | $198.1M | $157.6M | $68.3M | record → |
| Shares and deposits | $146.9M | $172.3M | $140.8M | $58.3M | record → |
| Loans outstanding | $103.6M | $125.2M | $104.3M | $34.4M | record → |
| Net income (year to date) | $544.0k | $766.3k | $544.0k | $222.2k | record → |
| Net worth | $19.8M | $24.5M | $19.8M | $9.0M | record → |
| Net worth ratio | 11.86% | 11.65% | 12.79% | 12.65% | record → |
| Loan-to-share ratio | 70.51% | 73.15% | 79.67% | 68.70% | computed |
| Return on assets | 0.65% | 0.74% | 0.65% | 0.71% | computed |
| Members | 8,366 | 13,230 | 9,516 | 4,818 | record → |
Quarter by quarter
45 Call Reports on record, 2015Q2–2026Q2; the 40 most recent shown.
| Quarter | Total assets | Shares | Loans | Net income YTD | Net worth ratio | Members | Rank |
|---|---|---|---|---|---|---|---|
| 2026Q2 | $167.2M | $146.9M | $103.6M | $544.0k | 11.86% | 8,366 | 1425 |
| 2026Q1 | $166.3M | $146.4M | $103.5M | $218.7k | 11.73% | 8,393 | 1423 |
| 2025Q4 | $164.0M | $144.1M | $102.5M | $825.6k | 11.76% | 8,422 | 1425 |
| 2025Q3 | $162.6M | $143.1M | $102.7M | $583.6k | 11.73% | 8,531 | 1435 |
| 2025Q2 | $161.7M | $142.3M | $101.8M | $349.6k | 11.65% | 8,640 | 1443 |
| 2025Q1 | $162.7M | $143.5M | $102.7M | $208.8k | 11.49% | 8,692 | 1435 |
| 2024Q4 | $153.5M | $140.3M | $105.0M | $1.5M | 12.05% | 8,726 | 1468 |
| 2024Q3 | $153.4M | $140.8M | $104.4M | $1.1M | 11.78% | 8,811 | 1465 |
| 2024Q2 | $151.7M | $139.8M | $102.1M | $625.9k | 11.62% | 8,907 | 1478 |
| 2024Q1 | $152.1M | $140.7M | $104.5M | $298.7k | 11.38% | 9,014 | 1475 |
| 2023Q4 | $148.2M | $136.7M | $108.3M | $1.4M | 11.47% | 9,105 | 1489 |
| 2023Q3 | $156.1M | $139.0M | $110.1M | $1.1M | 10.74% | 9,225 | 1441 |
| 2023Q2 | $158.3M | $141.3M | $110.4M | $781.5k | 10.39% | 9,237 | 1437 |
| 2023Q1 | $158.1M | $141.5M | $112.8M | $324.4k | 10.12% | 9,324 | 1446 |
| 2022Q4 | $151.8M | $135.6M | $111.3M | $994.6k | 10.32% | 9,268 | 1471 |
| 2022Q3 | $162.4M | $146.5M | $99.6M | $663.9k | 9.45% | 9,007 | 1429 |
| 2022Q2 | $153.4M | $137.7M | $86.9M | $411.8k | 9.84% | 8,728 | 1477 |
| 2022Q1 | $152.0M | $136.7M | $81.2M | $198.7k | 9.78% | 8,686 | 1481 |
| 2021Q4 | $147.0M | $131.7M | $78.1M | $1.4M | 9.98% | 8,721 | 1493 |
| 2021Q3 | $145.3M | $130.4M | $77.7M | $1.0M | 9.86% | 8,851 | 1495 |
| 2021Q2 | $143.6M | $129.1M | $76.2M | $527.4k | 9.67% | 8,862 | 1496 |
| 2021Q1 | $141.4M | $127.3M | $74.2M | $134.4k | 9.51% | 8,839 | 1507 |
| 2020Q4 | $132.4M | $118.5M | $74.2M | $1.2M | 10.06% | 8,851 | 1515 |
| 2020Q3 | $129.7M | $116.1M | $76.1M | $891.0k | 10.07% | 8,942 | 1516 |
| 2020Q2 | $127.2M | $113.9M | $76.4M | $647.1k | 10.07% | 8,891 | 1521 |
| 2020Q1 | $122.2M | $109.5M | $80.1M | $170.1k | 10.09% | 8,919 | 1497 |
| 2019Q4 | $115.8M | $103.1M | $81.8M | $1.3M | 10.51% | 8,934 | 1516 |
| 2019Q3 | $115.6M | $103.3M | $81.2M | $1.0M | 10.27% | 8,870 | 1510 |
| 2019Q2 | $114.6M | $102.7M | $80.8M | $668.6k | 10.06% | 8,750 | 1520 |
| 2019Q1 | $113.9M | $102.5M | $77.1M | $280.9k | 9.78% | 8,623 | 1531 |
| 2018Q4 | $112.7M | $101.3M | $75.7M | $963.6k | 9.64% | 8,586 | 1505 |
| 2018Q3 | $113.5M | $102.6M | $72.8M | $665.6k | 9.30% | 8,551 | 1503 |
| 2018Q2 | $119.9M | $109.2M | $71.3M | $411.3k | 8.85% | 8,567 | 1451 |
| 2018Q1 | $120.7M | $110.3M | $68.9M | $131.4k | 8.74% | 8,462 | 1444 |
| 2017Q4 | $111.1M | $100.9M | $67.9M | $543.0k | 8.91% | 8,396 | 1503 |
| 2017Q3 | $117.0M | $106.7M | $63.7M | $416.8k | 8.64% | 8,337 | 1451 |
| 2017Q2 | $116.9M | $106.8M | $60.4M | $248.3k | 8.49% | 8,160 | 1458 |
| 2017Q1 | $114.9M | $104.9M | $59.3M | $175.9k | 8.66% | 8,106 | 1470 |
| 2016Q4 | $106.6M | $96.8M | $60.0M | $604.5k | 8.78% | 8,055 | 1526 |
| 2016Q3 | $111.4M | $101.7M | $60.1M | $474.6k | 8.28% | 8,067 | 1479 |
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