credit union · NCUA 3413 · CT
How big is CHARTER OAK?
CHARTER OAK (CT, NCUA charter 3413) reported total assets of $1.7B, 86,199 members and a net worth ratio of 12.54% in its Call Report for 2026Q2. That ranks 292 of 4,299 federally insured credit unions by assets, 267 of 454 among credit unions with $1b-$10b in assets, 3 of 64 credit unions in connecticut.
What stands out
CHARTER OAK (CT, NCUA charter 3413) reported total assets of $1.7B, 86,199 members and a net worth ratio of 12.54% in its Call Report for 2026Q2. That ranks 292 of 4,299 federally insured credit unions by assets, 267 of 454 among credit unions with $1b-$10b in assets, 3 of 64 credit unions in connecticut. Against its size class: net worth ratio 12.54%, above the peer median of 10.89%; loan-to-share ratio 57.94%, below the peer median of 88.03%; return on assets 1.60%, above the peer median of 0.80%. At 12.54% 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 | $1.7B | $2.1B | $47.1M | $68.3M | record → |
| Shares and deposits | $1.5B | $1.8B | $42.8M | $58.3M | record → |
| Loans outstanding | $868.3M | $1.5B | $23.8M | $34.4M | record → |
| Net income (year to date) | $13.8M | $8.3M | $221.5k | $222.2k | record → |
| Net worth | $216.0M | $244.6M | $5.4M | $9.0M | record → |
| Net worth ratio | 12.54% | 10.89% | 11.59% | 12.65% | record → |
| Loan-to-share ratio | 57.94% | 88.03% | 54.98% | 68.70% | computed |
| Return on assets | 1.60% | 0.80% | 0.71% | 0.71% | computed |
| Members | 86,199 | 115,183 | 3,356 | 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 | $1.7B | $1.5B | $868.3M | $13.8M | 12.54% | 86,199 | 292 |
| 2026Q1 | $1.7B | $1.5B | $868.7M | $7.3M | 12.33% | 86,156 | 294 |
| 2025Q4 | $1.7B | $1.5B | $882.1M | $21.0M | 12.10% | 88,473 | 296 |
| 2025Q3 | $1.6B | $1.4B | $894.1M | $16.1M | 12.05% | 88,364 | 296 |
| 2025Q2 | $1.7B | $1.5B | $904.5M | $10.9M | 11.54% | 88,178 | 292 |
| 2025Q1 | $1.7B | $1.5B | $921.2M | $6.9M | 11.33% | 88,152 | 291 |
| 2024Q4 | $1.6B | $1.4B | $920.8M | $15.3M | 11.34% | 88,527 | 298 |
| 2024Q3 | $1.6B | $1.4B | $928.7M | $11.3M | 11.23% | 88,138 | 299 |
| 2024Q2 | $1.6B | $1.4B | $920.3M | $8.0M | 10.86% | 88,138 | 298 |
| 2024Q1 | $1.6B | $1.4B | $929.4M | $4.3M | 10.77% | 87,255 | 301 |
| 2023Q4 | $1.5B | $1.4B | $938.9M | $14.7M | 10.73% | 87,726 | 300 |
| 2023Q3 | $1.5B | $1.3B | $939.8M | $12.6M | 10.77% | 87,264 | 301 |
| 2023Q2 | $1.5B | $1.4B | $934.4M | $7.8M | 10.38% | 86,454 | 299 |
| 2023Q1 | $1.5B | $1.4B | $938.2M | $4.1M | 10.26% | 87,382 | 301 |
| 2022Q4 | $1.5B | $1.4B | $953.3M | $15.2M | 9.96% | 88,189 | 297 |
| 2022Q3 | $1.5B | $1.4B | $952.2M | $11.7M | 9.61% | 87,401 | 291 |
| 2022Q2 | $1.6B | $1.4B | $888.6M | $7.2M | 9.18% | 86,193 | 287 |
| 2022Q1 | $1.6B | $1.4B | $883.9M | $5.2M | 9.01% | 85,276 | 285 |
| 2021Q4 | $1.5B | $1.4B | $858.4M | $13.1M | 8.80% | 84,624 | 282 |
| 2021Q3 | $1.5B | $1.3B | $816.5M | $10.8M | 8.91% | 83,867 | 286 |
| 2021Q2 | $1.5B | $1.3B | $834.9M | $7.9M | 8.84% | 83,185 | 286 |
| 2021Q1 | $1.5B | $1.3B | $836.2M | $5.1M | 8.81% | 81,996 | 287 |
| 2020Q4 | $1.4B | $1.2B | $858.1M | $6.9M | 8.72% | 81,491 | 276 |
| 2020Q3 | $1.4B | $1.1B | $887.1M | $6.4M | 9.04% | 81,120 | 280 |
| 2020Q2 | $1.3B | $1.1B | $885.2M | $4.5M | 9.04% | 80,242 | 275 |
| 2020Q1 | $1.2B | $990.2M | $899.6M | $2.9M | 9.73% | 79,677 | 279 |
| 2019Q4 | $1.2B | $937.7M | $907.6M | $7.7M | 9.89% | 78,650 | 282 |
| 2019Q3 | $1.2B | $921.0M | $910.8M | $5.8M | 9.81% | 77,415 | 279 |
| 2019Q2 | $1.2B | $925.9M | $889.8M | $3.7M | 9.67% | 76,240 | 273 |
| 2019Q1 | $1.2B | $923.1M | $882.1M | $1.5M | 9.56% | 75,062 | 274 |
| 2018Q4 | $1.1B | $875.8M | $886.0M | $8.2M | 9.72% | 74,149 | 272 |
| 2018Q3 | $1.1B | $877.3M | $869.7M | $7.0M | 9.77% | 72,523 | 277 |
| 2018Q2 | $1.1B | $887.3M | $852.7M | $5.2M | 9.65% | 71,084 | 275 |
| 2018Q1 | $1.1B | $868.4M | $844.9M | $2.5M | 9.49% | 69,462 | 276 |
| 2017Q4 | $1.0B | $811.3M | $852.9M | $6.2M | 9.62% | 68,304 | 278 |
| 2017Q3 | $1.0B | $825.0M | $852.1M | $5.3M | 9.50% | 67,309 | 275 |
| 2017Q2 | $1.0B | $844.8M | $826.2M | $3.9M | 9.68% | 66,014 | 282 |
| 2017Q1 | $1.0B | $844.8M | $822.3M | $2.2M | 9.53% | 64,391 | 277 |
| 2016Q4 | $986.1M | $811.4M | $802.0M | $4.5M | 9.56% | 63,100 | 279 |
| 2016Q3 | $996.3M | $820.6M | $791.5M | $3.4M | 9.36% | 62,043 | 272 |
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