credit union · NCUA 20068 · CA
How big is XCEED FINANCIAL?
XCEED FINANCIAL (CA, NCUA charter 20068) reported total assets of $981.8M, 46,975 members and a net worth ratio of 11.00% in its Call Report for 2021Q1. That ranks 400 of 5,175 federally insured credit unions by assets, 5 of 293 among credit unions with $500m-$1b in assets, 60 of 288 credit unions in california.
What stands out
XCEED FINANCIAL (CA, NCUA charter 20068) reported total assets of $981.8M, 46,975 members and a net worth ratio of 11.00% in its Call Report for 2021Q1. That ranks 400 of 5,175 federally insured credit unions by assets, 5 of 293 among credit unions with $500m-$1b in assets, 60 of 288 credit unions in california. Against its size class: net worth ratio 11.00%, above the peer median of 9.47%; loan-to-share ratio 63.53%, below the peer median of 71.86%; return on assets -0.85%, below the peer median of 0.75%. At 11.00% 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, 2021Q1
As filed with the NCUA; ratios computed by FACTANKER. Peer medians are percentile_cont over the group in the same quarter.
| Measure | 2021Q1 | Median, size class | Median, state | Median, all | Evidence |
|---|---|---|---|---|---|
| Total assets | $981.8M | $685.6M | $140.3M | $46.5M | record → |
| Shares and deposits | $827.0M | $601.2M | $125.8M | $41.2M | record → |
| Loans outstanding | $525.4M | $419.0M | $71.9M | $20.2M | record → |
| Net income (year to date) | $-2.1M | $1.3M | $86.0k | $33.2k | record → |
| Net worth | $108.1M | $65.9M | $13.4M | $5.0M | record → |
| Net worth ratio | 11.00% | 9.47% | 9.44% | 10.43% | record → |
| Loan-to-share ratio | 63.53% | 71.86% | 57.37% | 56.56% | computed |
| Return on assets | -0.85% | 0.75% | 0.30% | 0.37% | computed |
| Members | 46,975 | 47,720 | 8,646 | 3,875 | record → |
Quarter by quarter
24 Call Reports on record, 2015Q2–2021Q1; the 24 most recent shown.
| Quarter | Total assets | Shares | Loans | Net income YTD | Net worth ratio | Members | Rank |
|---|---|---|---|---|---|---|---|
| 2021Q1 | $981.8M | $827.0M | $525.4M | $-2.1M | 11.00% | 46,975 | 400 |
| 2020Q4 | $944.7M | $787.7M | $559.3M | $-2.7M | 9.79% | 47,950 | 395 |
| 2020Q3 | $934.1M | $770.3M | $595.1M | $-1.7M | 10.00% | 48,512 | 389 |
| 2020Q2 | $941.9M | $778.9M | $640.3M | $-1.8M | 9.90% | 49,280 | 380 |
| 2020Q1 | $902.3M | $740.1M | $671.8M | $-1.4M | 10.39% | 51,718 | 373 |
| 2019Q4 | $884.3M | $720.5M | $701.2M | $1.9M | 10.76% | 51,718 | 362 |
| 2019Q3 | $886.5M | $721.2M | $699.8M | $2.5M | 10.81% | 52,579 | 361 |
| 2019Q2 | $878.6M | $714.6M | $708.5M | $1.8M | 10.82% | 52,715 | 367 |
| 2019Q1 | $892.6M | $729.3M | $732.5M | $773.4k | 10.53% | 55,941 | 356 |
| 2018Q4 | $890.6M | $727.3M | $756.4M | $2.5M | 10.55% | 59,240 | 345 |
| 2018Q3 | $904.9M | $746.3M | $759.5M | $2.6M | 10.40% | 60,369 | 340 |
| 2018Q2 | $915.8M | $757.4M | $755.3M | $2.0M | 10.20% | 60,564 | 335 |
| 2018Q1 | $922.5M | $770.6M | $744.3M | $532.5k | 9.97% | 61,959 | 327 |
| 2017Q4 | $917.3M | $766.6M | $765.7M | $1.2M | 9.97% | 64,037 | 319 |
| 2017Q3 | $923.3M | $778.4M | $759.9M | $672.2k | 9.84% | 64,343 | 313 |
| 2017Q2 | $948.6M | $804.5M | $780.9M | $-97.7k | 9.50% | 65,646 | 297 |
| 2017Q1 | $958.8M | $808.8M | $780.2M | $257.9k | 9.44% | 66,285 | 290 |
| 2016Q4 | $965.2M | $814.8M | $790.3M | $-352.1k | 9.35% | 68,115 | 284 |
| 2016Q3 | $969.9M | $832.2M | $759.4M | $-1.8k | 9.34% | 76,747 | 280 |
| 2016Q2 | $952.4M | $819.5M | $741.4M | $908.9k | 9.25% | 67,122 | 278 |
| 2016Q1 | $947.7M | $756.2M | $733.8M | $835.3k | 8.43% | 61,550 | 278 |
| 2015Q4 | $943.0M | $778.1M | $772.8M | $-565.4k | 8.49% | 62,604 | 273 |
| 2015Q3 | $907.9M | $782.7M | $704.4M | $917.3k | 8.98% | 60,954 | 276 |
| 2015Q2 | $942.2M | $813.2M | $703.2M | $819.7k | 8.64% | 58,236 | 263 |
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