credit union · NCUA 60533 · TX
How big is SOUTHWEST HERITAGE?
SOUTHWEST HERITAGE (TX, NCUA charter 60533) reported total assets of $260.9M, 12,871 members and a net worth ratio of 13.27% in its Call Report for 2026Q2. That ranks 1121 of 4,299 federally insured credit unions by assets, 362 of 1,061 among credit unions with $100m-$500m in assets, 88 of 380 credit unions in texas.
What stands out
SOUTHWEST HERITAGE (TX, NCUA charter 60533) reported total assets of $260.9M, 12,871 members and a net worth ratio of 13.27% in its Call Report for 2026Q2. That ranks 1121 of 4,299 federally insured credit unions by assets, 362 of 1,061 among credit unions with $100m-$500m in assets, 88 of 380 credit unions in texas. Against its size class: net worth ratio 13.27%, above the peer median of 11.65%; loan-to-share ratio 70.22%, below the peer median of 73.15%; return on assets 1.20%, above the peer median of 0.74%. At 13.27% 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 | $260.9M | $198.1M | $49.9M | $68.3M | record → |
| Shares and deposits | $225.0M | $172.3M | $40.8M | $58.3M | record → |
| Loans outstanding | $158.0M | $125.2M | $24.4M | $34.4M | record → |
| Net income (year to date) | $1.6M | $766.3k | $141.6k | $222.2k | record → |
| Net worth | $34.6M | $24.5M | $7.4M | $9.0M | record → |
| Net worth ratio | 13.27% | 11.65% | 13.62% | 12.65% | record → |
| Loan-to-share ratio | 70.22% | 73.15% | 70.24% | 68.70% | computed |
| Return on assets | 1.20% | 0.74% | 0.59% | 0.71% | computed |
| Members | 12,871 | 13,230 | 4,156 | 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 | $260.9M | $225.0M | $158.0M | $1.6M | 13.27% | 12,871 | 1121 |
| 2026Q1 | $262.5M | $227.8M | $155.8M | $764.5k | 12.88% | 13,108 | 1118 |
| 2025Q4 | $261.1M | $227.0M | $159.3M | $2.7M | 12.66% | 13,017 | 1109 |
| 2025Q3 | $257.0M | $223.3M | $162.4M | $2.2M | 12.66% | 12,984 | 1113 |
| 2025Q2 | $253.7M | $221.0M | $167.1M | $1.5M | 12.54% | 12,883 | 1122 |
| 2025Q1 | $253.7M | $221.9M | $165.2M | $728.0k | 12.25% | 13,046 | 1122 |
| 2024Q4 | $239.8M | $209.5M | $164.4M | $3.0M | 12.66% | 13,046 | 1151 |
| 2024Q3 | $240.1M | $208.5M | $164.5M | $2.4M | 12.42% | 12,936 | 1149 |
| 2024Q2 | $231.9M | $200.0M | $164.7M | $1.7M | 12.56% | 12,789 | 1173 |
| 2024Q1 | $228.7M | $198.4M | $165.5M | $673.7k | 12.29% | 13,122 | 1184 |
| 2023Q4 | $223.2M | $193.9M | $165.7M | $2.8M | 12.29% | 12,999 | 1189 |
| 2023Q3 | $221.6M | $192.3M | $165.5M | $2.2M | 12.24% | 12,915 | 1189 |
| 2023Q2 | $216.3M | $188.1M | $160.6M | $1.4M | 12.18% | 12,719 | 1203 |
| 2023Q1 | $211.9M | $184.4M | $152.8M | $711.6k | 12.12% | 12,777 | 1223 |
| 2022Q4 | $215.2M | $188.7M | $144.2M | $2.7M | 11.61% | 12,485 | 1207 |
| 2022Q3 | $206.6M | $180.2M | $136.6M | $2.1M | 11.80% | 12,434 | 1226 |
| 2022Q2 | $200.4M | $175.3M | $132.6M | $1.2M | 11.70% | 12,305 | 1257 |
| 2022Q1 | $199.0M | $174.7M | $126.5M | $535.3k | 11.47% | 12,250 | 1261 |
| 2021Q4 | $192.9M | $169.2M | $122.0M | $2.5M | 11.55% | 12,188 | 1268 |
| 2021Q3 | $187.3M | $164.0M | $118.5M | $2.0M | 11.60% | 12,119 | 1281 |
| 2021Q2 | $190.2M | $167.8M | $120.9M | $1.1M | 10.94% | 12,029 | 1258 |
| 2021Q1 | $194.0M | $172.6M | $121.1M | $391.5k | 10.38% | 12,000 | 1238 |
| 2020Q4 | $186.2M | $165.2M | $118.8M | $1.5M | 10.61% | 11,841 | 1227 |
| 2020Q3 | $189.3M | $168.2M | $124.1M | $1.3M | 10.30% | 11,988 | 1202 |
| 2020Q2 | $186.2M | $165.6M | $127.7M | $754.2k | 10.20% | 11,786 | 1205 |
| 2020Q1 | $174.9M | $155.1M | $126.1M | $504.0k | 10.71% | 12,021 | 1199 |
| 2019Q4 | $171.6M | $152.4M | $128.8M | $2.5M | 10.62% | 11,928 | 1190 |
| 2019Q3 | $176.8M | $156.6M | $129.3M | $2.1M | 10.07% | 10,545 | 1157 |
| 2019Q2 | $171.6M | $153.1M | $127.6M | $1.4M | 9.96% | 11,907 | 1182 |
| 2019Q1 | $163.7M | $146.2M | $128.1M | $607.7k | 9.95% | 11,767 | 1212 |
| 2018Q4 | $164.8M | $146.8M | $127.0M | $2.8M | 9.52% | 11,598 | 1188 |
| 2018Q3 | $166.7M | $149.2M | $125.3M | $2.2M | 9.07% | 12,116 | 1180 |
| 2018Q2 | $161.8M | $145.9M | $121.2M | $1.2M | 8.72% | 11,744 | 1207 |
| 2018Q1 | $154.1M | $139.0M | $112.7M | $553.6k | 8.73% | 11,556 | 1241 |
| 2017Q4 | $147.3M | $132.8M | $103.3M | $1.2M | 8.75% | 10,997 | 1256 |
| 2017Q3 | $145.1M | $131.0M | $97.5M | $815.0k | 8.62% | 10,598 | 1265 |
| 2017Q2 | $127.8M | $114.8M | $93.0M | $472.6k | 9.51% | 10,198 | 1371 |
| 2017Q1 | $123.8M | $111.1M | $90.2M | $258.3k | 9.65% | 10,226 | 1397 |
| 2016Q4 | $113.3M | $97.8M | $87.9M | $831.8k | 10.31% | 9,951 | 1465 |
| 2016Q3 | $114.5M | $96.1M | $86.5M | $643.9k | 10.04% | 9,772 | 1446 |
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