credit union · NCUA 4401 · MT
How big is SOUTHWEST MONTANA COMMUNITY?
SOUTHWEST MONTANA COMMUNITY (MT, NCUA charter 4401) reported total assets of $203.3M, 11,414 members and a net worth ratio of 11.63% in its Call Report for 2026Q2. That ranks 1276 of 4,299 federally insured credit unions by assets, 517 of 1,061 among credit unions with $100m-$500m in assets, 11 of 41 credit unions in montana.
What stands out
SOUTHWEST MONTANA COMMUNITY (MT, NCUA charter 4401) reported total assets of $203.3M, 11,414 members and a net worth ratio of 11.63% in its Call Report for 2026Q2. That ranks 1276 of 4,299 federally insured credit unions by assets, 517 of 1,061 among credit unions with $100m-$500m in assets, 11 of 41 credit unions in montana. Against its size class: net worth ratio 11.63%, below the peer median of 11.65%; loan-to-share ratio 62.20%, below the peer median of 73.15%; return on assets -0.13%, below the peer median of 0.74%. At 11.63% 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 | $203.3M | $198.1M | $52.6M | $68.3M | record → |
| Shares and deposits | $182.7M | $172.3M | $45.2M | $58.3M | record → |
| Loans outstanding | $113.7M | $125.2M | $32.7M | $34.4M | record → |
| Net income (year to date) | $-137.1k | $766.3k | $169.4k | $222.2k | record → |
| Net worth | $23.6M | $24.5M | $6.9M | $9.0M | record → |
| Net worth ratio | 11.63% | 11.65% | 11.96% | 12.65% | record → |
| Loan-to-share ratio | 62.20% | 73.15% | 71.19% | 68.70% | computed |
| Return on assets | -0.13% | 0.74% | 0.68% | 0.71% | computed |
| Members | 11,414 | 13,230 | 3,256 | 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 | $203.3M | $182.7M | $113.7M | $-137.1k | 11.63% | 11,414 | 1276 |
| 2026Q1 | $202.6M | $182.2M | $115.5M | $433.0k | 11.79% | 11,541 | 1274 |
| 2025Q4 | $206.7M | $186.3M | $117.9M | $924.0k | 11.35% | 11,651 | 1255 |
| 2025Q3 | $205.7M | $186.7M | $119.6M | $40.2k | 10.97% | 11,715 | 1260 |
| 2025Q2 | $203.4M | $186.7M | $116.6M | $-731.1k | 10.72% | 11,739 | 1272 |
| 2025Q1 | $155.2M | $140.0M | $80.9M | $469.6k | 12.86% | 8,112 | 1471 |
| 2024Q4 | $149.9M | $135.9M | $77.3M | $1.7M | 13.00% | 8,066 | 1490 |
| 2024Q3 | $148.8M | $133.9M | $76.6M | $1.3M | 12.80% | 8,089 | 1491 |
| 2024Q2 | $149.1M | $135.6M | $74.3M | $798.6k | 12.44% | 8,111 | 1495 |
| 2024Q1 | $144.7M | $131.9M | $71.6M | $475.1k | 12.59% | 8,068 | 1521 |
| 2023Q4 | $145.7M | $132.7M | $70.8M | $981.3k | 12.18% | 8,049 | 1501 |
| 2023Q3 | $146.3M | $135.4M | $68.8M | $751.3k | 11.97% | 8,037 | 1497 |
| 2023Q2 | $145.4M | $133.8M | $66.3M | $476.9k | 11.85% | 8,019 | 1500 |
| 2023Q1 | $146.8M | $135.1M | $63.1M | $234.7k | 11.58% | 7,888 | 1508 |
| 2022Q4 | $148.8M | $137.5M | $61.8M | $656.7k | 11.27% | 7,872 | 1489 |
| 2022Q3 | $151.6M | $140.3M | $58.4M | $426.3k | 10.91% | 7,834 | 1476 |
| 2022Q2 | $149.0M | $137.4M | $55.0M | $123.5k | 10.89% | 7,797 | 1494 |
| 2022Q1 | $152.5M | $137.8M | $53.9M | $-42.3k | 10.53% | 7,733 | 1476 |
| 2021Q4 | $152.2M | $134.9M | $52.5M | $143.4k | 10.58% | 7,727 | 1470 |
| 2021Q3 | $154.6M | $136.5M | $53.2M | $6.7k | 10.33% | 7,750 | 1440 |
| 2021Q2 | $149.2M | $131.3M | $52.1M | $-63.1k | 10.66% | 7,667 | 1468 |
| 2021Q1 | $146.6M | $128.8M | $53.1M | $-18.4k | 10.87% | 7,575 | 1477 |
| 2020Q4 | $135.4M | $117.0M | $55.2M | $42.9k | 11.78% | 7,501 | 1493 |
| 2020Q3 | $128.4M | $110.0M | $56.0M | $78.5k | 12.46% | 7,490 | 1521 |
| 2020Q2 | $122.4M | $104.2M | $56.0M | $88.9k | 13.08% | 7,431 | 1547 |
| 2020Q1 | $115.4M | $97.8M | $55.0M | $43.8k | 13.83% | 7,357 | 1542 |
| 2019Q4 | $113.3M | $96.0M | $54.9M | $741.5k | 14.04% | 7,330 | 1533 |
| 2019Q3 | $113.7M | $96.7M | $54.8M | $448.3k | 13.74% | 7,354 | 1528 |
| 2019Q2 | $112.8M | $95.9M | $54.4M | $262.4k | 13.69% | 7,374 | 1538 |
| 2019Q1 | $113.2M | $96.9M | $53.8M | $92.6k | 13.49% | 7,331 | 1538 |
| 2018Q4 | $111.0M | $95.1M | $53.8M | $494.2k | 13.67% | 7,327 | 1529 |
| 2018Q3 | $111.4M | $95.7M | $52.2M | $367.9k | 13.51% | 7,398 | 1522 |
| 2018Q2 | $111.2M | $95.0M | $51.4M | $166.0k | 13.35% | 7,380 | 1533 |
| 2018Q1 | $114.4M | $98.8M | $49.7M | $76.0k | 12.90% | 7,318 | 1500 |
| 2017Q4 | $109.9M | $94.2M | $48.9M | $360.4k | 13.35% | 7,408 | 1512 |
| 2017Q3 | $110.4M | $94.5M | $48.8M | $305.5k | 13.25% | 7,414 | 1511 |
| 2017Q2 | $108.5M | $92.8M | $48.0M | $149.2k | 13.33% | 7,386 | 1531 |
| 2017Q1 | $109.1M | $93.5M | $47.6M | $61.9k | 13.18% | 7,342 | 1529 |
| 2016Q4 | $106.2M | $90.9M | $47.2M | $335.7k | 13.48% | 7,376 | 1530 |
| 2016Q3 | $108.3M | $92.4M | $47.4M | $306.7k | 13.20% | 7,398 | 1517 |
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