credit union · NCUA 24262 · DC
How big is PHI BETA SIGMA?
PHI BETA SIGMA (DC, NCUA charter 24262) reported total assets of $991.2k, 2,056 members and a net worth ratio of 10.06% in its Call Report for 2026Q2. That ranks 4173 of 4,299 federally insured credit unions by assets, 645 of 771 among credit unions under $10m in assets, 23 of 28 credit unions in district of columbia.
What stands out
PHI BETA SIGMA (DC, NCUA charter 24262) reported total assets of $991.2k, 2,056 members and a net worth ratio of 10.06% in its Call Report for 2026Q2. That ranks 4173 of 4,299 federally insured credit unions by assets, 645 of 771 among credit unions under $10m in assets, 23 of 28 credit unions in district of columbia. Against its size class: net worth ratio 10.06%, below the peer median of 17.92%; loan-to-share ratio 50.57%, below the peer median of 58.16%; return on assets 1.84%, above the peer median of 0.45%. At 10.06% 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 | $991.2k | $4.0M | $48.7M | $68.3M | record → |
| Shares and deposits | $895.1k | $3.1M | $43.4M | $58.3M | record → |
| Loans outstanding | $452.7k | $1.7M | $30.5M | $34.4M | record → |
| Net income (year to date) | $9.1k | $5.3k | $29.8k | $222.2k | record → |
| Net worth | $100.4k | $672.6k | $5.3M | $9.0M | record → |
| Net worth ratio | 10.06% | 17.92% | 11.88% | 12.65% | record → |
| Loan-to-share ratio | 50.57% | 58.16% | 62.44% | 68.70% | computed |
| Return on assets | 1.84% | 0.45% | 0.35% | 0.71% | computed |
| Members | 2,056 | 584 | 4,922 | 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 | $991.2k | $895.1k | $452.7k | $9.1k | 10.06% | 2,056 | 4173 |
| 2026Q1 | $969.6k | $878.5k | $518.9k | $563 | 9.86% | 2,000 | 4209 |
| 2025Q4 | $948.9k | $845.6k | $535.1k | $-12.4k | 12.08% | 1,900 | 4247 |
| 2025Q3 | $937.2k | $822.2k | $471.4k | $5.9k | 13.45% | 1,807 | 4284 |
| 2025Q2 | $924.3k | $804.1k | $481.7k | $11.0k | 14.19% | 1,568 | 4322 |
| 2025Q1 | $865.7k | $757.5k | $487.1k | $-894 | 13.78% | 1,472 | 4368 |
| 2024Q4 | $838.8k | $729.7k | $502.0k | $-114.6k | 13.01% | 1,385 | 4414 |
| 2024Q3 | $852.1k | $737.8k | $530.9k | $-90.5k | 13.42% | 1,306 | 4450 |
| 2024Q2 | $912.5k | $752.1k | $492.9k | $-7.5k | 21.62% | 1,232 | 4478 |
| 2024Q1 | $934.3k | $759.8k | $407.0k | $-12.0k | 20.64% | 1,205 | 4514 |
| 2023Q4 | $924.6k | $737.6k | $335.6k | $-44.3k | 22.15% | 1,191 | 4545 |
| 2023Q3 | $932.6k | $767.1k | $289.7k | $-3.8k | 18.55% | 1,176 | 4586 |
| 2023Q2 | $948.0k | $780.0k | $331.3k | $-1.7k | 18.62% | 1,125 | 4626 |
| 2023Q1 | $914.8k | $780.4k | $285.6k | $7.4k | 15.46% | 1,096 | 4660 |
| 2022Q4 | $878.1k | $746.7k | $248.0k | $36.7k | 15.26% | 1,076 | 4709 |
| 2022Q3 | $881.2k | $723.5k | $272.9k | $60.4k | 17.90% | 1,060 | 4760 |
| 2022Q2 | $884.3k | $723.9k | $218.6k | $64.8k | 18.13% | 1,034 | 4796 |
| 2022Q1 | $892.6k | $718.5k | $214.9k | $-3.8k | 19.46% | 1,004 | 4839 |
| 2021Q4 | $866.9k | $694.2k | $233.9k | $30.0k | 20.48% | 984 | 4883 |
| 2021Q3 | $808.4k | $652.2k | $157.3k | $36.6k | 19.33% | 963 | 4936 |
| 2021Q2 | $797.7k | $677.3k | $161.5k | $52.9k | 15.07% | 910 | 4971 |
| 2021Q1 | $776.1k | $657.8k | $163.2k | $51.1k | 15.26% | 979 | 5015 |
| 2020Q4 | $705.5k | $638.2k | $134.0k | $-5.6k | 9.54% | 866 | 5052 |
| 2020Q3 | $681.1k | $614.2k | $145.6k | $-5.9k | 9.83% | 853 | 5088 |
| 2020Q2 | $688.2k | $617.8k | $142.8k | $-2.5k | 10.23% | 852 | 5115 |
| 2020Q1 | $615.1k | $547.7k | $155.8k | $-549 | 10.95% | 884 | 5150 |
| 2019Q4 | $595.4k | $527.5k | $172.3k | $7.7k | 11.40% | 830 | 5191 |
| 2019Q3 | $609.0k | $534.8k | $182.1k | $5.8k | 12.17% | 853 | 5228 |
| 2019Q2 | $573.4k | $524.7k | $202.3k | $5.3k | 8.49% | 708 | 5260 |
| 2019Q1 | $548.6k | $504.4k | $217.4k | $759 | 8.04% | 723 | 5296 |
| 2018Q4 | $533.5k | $490.1k | $251.6k | $2.7k | 8.13% | 678 | 5337 |
| 2018Q3 | $497.5k | $453.7k | $217.1k | $3.2k | 8.81% | 691 | 5406 |
| 2018Q2 | $481.0k | $450.4k | $175.4k | $-91.9k | 6.36% | 647 | 5451 |
| 2018Q1 | $469.1k | $437.1k | $194.2k | $-90.5k | 6.81% | 669 | 5503 |
| 2017Q4 | $469.5k | $432.6k | $202.2k | $-85.6k | 7.86% | 677 | 5539 |
| 2017Q3 | $457.9k | $420.3k | $200.2k | $-84.7k | 8.21% | 665 | 5610 |
| 2017Q2 | $465.0k | $422.6k | $211.1k | $-1.4k | 9.12% | 676 | 5658 |
| 2017Q1 | $443.1k | $415.3k | $258.5k | $-97.8k | 6.28% | 624 | 5708 |
| 2016Q4 | $490.5k | $419.7k | $285.3k | $-313 | 10.95% | 851 | 5735 |
| 2016Q3 | $469.4k | $415.7k | $332.1k | $-800 | 11.43% | 828 | 5794 |
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