credit union · NCUA 303 · PA
How big is HERITAGE VALLEY?
HERITAGE VALLEY (PA, NCUA charter 303) reported total assets of $131.3M, 13,587 members and a net worth ratio of 7.79% in its Call Report for 2026Q2. That ranks 1611 of 4,299 federally insured credit unions by assets, 852 of 1,061 among credit unions with $100m-$500m in assets, 69 of 269 credit unions in pennsylvania.
What stands out
HERITAGE VALLEY (PA, NCUA charter 303) reported total assets of $131.3M, 13,587 members and a net worth ratio of 7.79% in its Call Report for 2026Q2. That ranks 1611 of 4,299 federally insured credit unions by assets, 852 of 1,061 among credit unions with $100m-$500m in assets, 69 of 269 credit unions in pennsylvania. Against its size class: net worth ratio 7.79%, below the peer median of 11.65%; loan-to-share ratio 51.86%, below the peer median of 73.15%; return on assets 0.63%, below the peer median of 0.74%. At 7.79% 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 | $131.3M | $198.1M | $40.7M | $68.3M | record → |
| Shares and deposits | $125.0M | $172.3M | $35.9M | $58.3M | record → |
| Loans outstanding | $64.8M | $125.2M | $14.4M | $34.4M | record → |
| Net income (year to date) | $413.4k | $766.3k | $173.1k | $222.2k | record → |
| Net worth | $10.2M | $24.5M | $5.1M | $9.0M | record → |
| Net worth ratio | 7.79% | 11.65% | 13.53% | 12.65% | record → |
| Loan-to-share ratio | 51.86% | 73.15% | 52.54% | 68.70% | computed |
| Return on assets | 0.63% | 0.74% | 0.79% | 0.71% | computed |
| Members | 13,587 | 13,230 | 3,118 | 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 | $131.3M | $125.0M | $64.8M | $413.4k | 7.79% | 13,587 | 1611 |
| 2026Q1 | $132.3M | $125.0M | $63.8M | $161.4k | 7.54% | 13,546 | 1603 |
| 2025Q4 | $128.9M | $121.6M | $65.6M | $637.7k | 7.61% | 13,630 | 1612 |
| 2025Q3 | $127.4M | $120.3M | $66.0M | $608.7k | 7.67% | 13,559 | 1620 |
| 2025Q2 | $125.3M | $119.1M | $65.2M | $72.5k | 7.54% | 13,548 | 1641 |
| 2025Q1 | $123.0M | $117.1M | $64.0M | $-55.3k | 7.58% | 13,531 | 1652 |
| 2024Q4 | $116.7M | $110.9M | $64.4M | $-78.1k | 8.03% | 13,590 | 1688 |
| 2024Q3 | $117.0M | $110.8M | $65.1M | $-55.5k | 8.03% | 13,583 | 1677 |
| 2024Q2 | $118.1M | $112.3M | $64.5M | $60.1k | 8.21% | 13,528 | 1681 |
| 2024Q1 | $117.6M | $108.9M | $64.2M | $-26.8k | 8.18% | 13,525 | 1698 |
| 2023Q4 | $117.0M | $104.9M | $64.8M | $130.7k | 8.24% | 13,555 | 1692 |
| 2023Q3 | $116.2M | $105.3M | $64.1M | $134.4k | 8.35% | 13,525 | 1695 |
| 2023Q2 | $115.2M | $107.3M | $61.8M | $84.4k | 8.37% | 13,360 | 1705 |
| 2023Q1 | $114.8M | $108.1M | $57.0M | $51.4k | 8.37% | 13,176 | 1718 |
| 2022Q4 | $112.1M | $106.5M | $53.0M | $276.7k | 8.54% | 13,064 | 1727 |
| 2022Q3 | $113.1M | $108.7M | $49.2M | $212.4k | 8.40% | 12,957 | 1721 |
| 2022Q2 | $115.0M | $109.7M | $45.6M | $172.0k | 8.23% | 12,908 | 1714 |
| 2022Q1 | $115.4M | $109.5M | $44.9M | $10.9k | 8.06% | 12,927 | 1709 |
| 2021Q4 | $113.3M | $105.8M | $45.6M | $280.5k | 8.20% | 13,030 | 1713 |
| 2021Q3 | $112.4M | $105.0M | $46.8M | $154.7k | 8.15% | 13,095 | 1708 |
| 2021Q2 | $113.8M | $105.8M | $46.0M | $-9.9k | 7.91% | 13,034 | 1691 |
| 2021Q1 | $113.8M | $105.8M | $43.2M | $-68.7k | 7.85% | 12,988 | 1690 |
| 2020Q4 | $103.9M | $96.0M | $44.6M | $75.9k | 8.66% | 12,989 | 1725 |
| 2020Q3 | $100.4M | $92.7M | $44.3M | $-17.1k | 8.87% | 12,933 | 1738 |
| 2020Q2 | $99.1M | $89.8M | $43.6M | $-5.2k | 9.00% | 12,821 | 1740 |
| 2020Q1 | $89.4M | $80.4M | $44.1M | $-43.9k | 9.93% | 12,799 | 1772 |
| 2019Q4 | $86.0M | $77.0M | $44.9M | $304.6k | 10.39% | 12,743 | 1773 |
| 2019Q3 | $85.9M | $76.4M | $44.6M | $115.2k | 10.17% | 12,684 | 1766 |
| 2019Q2 | $86.9M | $77.6M | $44.9M | $43.1k | 9.98% | 12,581 | 1763 |
| 2019Q1 | $86.9M | $77.7M | $45.3M | $-39.5k | 9.88% | 12,496 | 1766 |
| 2018Q4 | $84.3M | $75.0M | $46.5M | $335.2k | 10.23% | 12,486 | 1770 |
| 2018Q3 | $83.2M | $73.9M | $47.0M | $331.6k | 10.36% | 12,453 | 1786 |
| 2018Q2 | $85.8M | $76.8M | $47.3M | $201.0k | 9.90% | 12,411 | 1766 |
| 2018Q1 | $86.9M | $78.1M | $48.5M | $88.2k | 9.65% | 12,273 | 1754 |
| 2017Q4 | $83.5M | $74.8M | $44.7M | $299.6k | 9.93% | 12,175 | 1772 |
| 2017Q3 | $82.1M | $73.4M | $45.0M | $206.4k | 9.99% | 12,147 | 1795 |
| 2017Q2 | $83.1M | $74.8M | $45.6M | $114.3k | 9.76% | 12,170 | 1790 |
| 2017Q1 | $82.7M | $74.6M | $41.8M | $24.5k | 9.69% | 12,104 | 1794 |
| 2016Q4 | $78.7M | $70.5M | $42.6M | $918 | 10.15% | 12,033 | 1820 |
| 2016Q3 | $76.9M | $68.9M | $39.6M | $-82.5k | 10.28% | 11,946 | 1845 |
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