credit union · NCUA 5621 · PA
How big is AMERICAN HERITAGE?
AMERICAN HERITAGE (PA, NCUA charter 5621) reported total assets of $5.4B, 330,603 members and a net worth ratio of 8.54% in its Call Report for 2026Q2. That ranks 80 of 4,299 federally insured credit unions by assets, 55 of 454 among credit unions with $1b-$10b in assets, 5 of 269 credit unions in pennsylvania.
What stands out
AMERICAN HERITAGE (PA, NCUA charter 5621) reported total assets of $5.4B, 330,603 members and a net worth ratio of 8.54% in its Call Report for 2026Q2. That ranks 80 of 4,299 federally insured credit unions by assets, 55 of 454 among credit unions with $1b-$10b in assets, 5 of 269 credit unions in pennsylvania. Against its size class: net worth ratio 8.54%, below the peer median of 10.89%; loan-to-share ratio 84.84%, below the peer median of 88.03%; return on assets 0.53%, below the peer median of 0.80%. At 8.54% 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 | $5.4B | $2.1B | $40.7M | $68.3M | record → |
| Shares and deposits | $4.4B | $1.8B | $35.9M | $58.3M | record → |
| Loans outstanding | $3.7B | $1.5B | $14.4M | $34.4M | record → |
| Net income (year to date) | $14.2M | $8.3M | $173.1k | $222.2k | record → |
| Net worth | $451.4M | $244.6M | $5.1M | $9.0M | record → |
| Net worth ratio | 8.54% | 10.89% | 13.53% | 12.65% | record → |
| Loan-to-share ratio | 84.84% | 88.03% | 52.54% | 68.70% | computed |
| Return on assets | 0.53% | 0.80% | 0.79% | 0.71% | computed |
| Members | 330,603 | 115,183 | 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 | $5.4B | $4.4B | $3.7B | $14.2M | 8.54% | 330,603 | 80 |
| 2026Q1 | $5.3B | $4.3B | $3.7B | $5.4M | 8.46% | 329,657 | 79 |
| 2025Q4 | $5.2B | $4.3B | $3.6B | $36.0M | 8.47% | 327,568 | 81 |
| 2025Q3 | $5.2B | $4.1B | $3.6B | $27.4M | 8.37% | 326,668 | 79 |
| 2025Q2 | $5.2B | $4.1B | $3.9B | $14.2M | 8.47% | 324,968 | 78 |
| 2025Q1 | $5.0B | $4.0B | $3.6B | $4.9M | 8.39% | 323,020 | 81 |
| 2024Q4 | $5.1B | $3.9B | $3.6B | $26.2M | 8.38% | 318,215 | 78 |
| 2024Q3 | $4.8B | $3.8B | $3.7B | $21.1M | 8.41% | 315,518 | 80 |
| 2024Q2 | $4.9B | $3.7B | $3.6B | $13.8M | 8.55% | 312,782 | 80 |
| 2024Q1 | $4.9B | $3.7B | $3.6B | $8.5M | 8.53% | 311,526 | 83 |
| 2023Q4 | $4.8B | $3.6B | $3.7B | $40.0M | 8.48% | 310,115 | 82 |
| 2023Q3 | $4.7B | $3.5B | $3.7B | $27.8M | 8.39% | 304,760 | 83 |
| 2023Q2 | $4.7B | $3.5B | $3.6B | $19.6M | 8.39% | 296,589 | 82 |
| 2023Q1 | $4.6B | $3.6B | $3.4B | $10.5M | 8.47% | 287,627 | 86 |
| 2022Q4 | $4.5B | $3.5B | $3.4B | $40.2M | 8.51% | 279,991 | 85 |
| 2022Q3 | $4.3B | $3.3B | $3.2B | $27.7M | 8.47% | 272,081 | 88 |
| 2022Q2 | $4.1B | $3.2B | $3.1B | $18.3M | 8.55% | 264,119 | 95 |
| 2022Q1 | $4.1B | $3.2B | $2.9B | $10.5M | 8.60% | 254,177 | 91 |
| 2021Q4 | $4.0B | $3.1B | $2.8B | $52.9M | 8.58% | 247,199 | 89 |
| 2021Q3 | $3.7B | $2.9B | $2.6B | $34.0M | 8.18% | 233,412 | 99 |
| 2021Q2 | $3.6B | $2.8B | $2.5B | $21.9M | 8.19% | 224,747 | 97 |
| 2021Q1 | $3.6B | $2.8B | $2.4B | $9.6M | 8.17% | 219,307 | 98 |
| 2020Q4 | $3.4B | $2.6B | $2.4B | $34.2M | 8.35% | 213,141 | 96 |
| 2020Q3 | $3.1B | $2.3B | $2.4B | $21.6M | 8.41% | 209,737 | 108 |
| 2020Q2 | $3.0B | $2.3B | $2.3B | $10.2M | 8.35% | 203,287 | 106 |
| 2020Q1 | $2.8B | $2.1B | $2.2B | $2.8M | 8.42% | 200,397 | 105 |
| 2019Q4 | $2.7B | $2.0B | $2.1B | $21.8M | 8.57% | 197,060 | 101 |
| 2019Q3 | $2.6B | $1.9B | $1.9B | $15.4M | 8.64% | 193,807 | 106 |
| 2019Q2 | $2.6B | $1.9B | $1.9B | $9.0M | 8.64% | 190,819 | 106 |
| 2019Q1 | $2.5B | $1.8B | $1.8B | $3.8M | 8.69% | 188,523 | 106 |
| 2018Q4 | $2.4B | $1.7B | $1.7B | $18.5M | 8.81% | 184,642 | 106 |
| 2018Q3 | $2.3B | $1.7B | $1.7B | $14.1M | 8.76% | 179,951 | 110 |
| 2018Q2 | $2.3B | $1.7B | $1.6B | $9.4M | 8.84% | 176,643 | 109 |
| 2018Q1 | $2.2B | $1.6B | $1.5B | $5.2M | 8.99% | 171,930 | 110 |
| 2017Q4 | $2.1B | $1.5B | $1.3B | $16.0M | 9.05% | 167,851 | 115 |
| 2017Q3 | $2.0B | $1.5B | $1.3B | $11.7M | 9.01% | 161,409 | 117 |
| 2017Q2 | $2.0B | $1.5B | $1.2B | $6.0M | 9.01% | 158,374 | 121 |
| 2017Q1 | $1.9B | $1.4B | $1.2B | $2.2M | 9.07% | 156,002 | 121 |
| 2016Q4 | $1.8B | $1.3B | $1.1B | $13.0M | 9.25% | 152,983 | 121 |
| 2016Q3 | $1.8B | $1.3B | $1.0B | $10.2M | 9.36% | 150,867 | 123 |
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