credit union · NCUA 62965 · IA
How big is FINANCIAL PLUS?
FINANCIAL PLUS (IA, NCUA charter 62965) reported total assets of $241.7M, 11,507 members and a net worth ratio of 14.28% in its Call Report for 2026Q2. That ranks 1177 of 4,299 federally insured credit unions by assets, 418 of 1,061 among credit unions with $100m-$500m in assets, 16 of 66 credit unions in iowa.
What stands out
FINANCIAL PLUS (IA, NCUA charter 62965) reported total assets of $241.7M, 11,507 members and a net worth ratio of 14.28% in its Call Report for 2026Q2. That ranks 1177 of 4,299 federally insured credit unions by assets, 418 of 1,061 among credit unions with $100m-$500m in assets, 16 of 66 credit unions in iowa. Against its size class: net worth ratio 14.28%, above the peer median of 11.65%; loan-to-share ratio 80.83%, above the peer median of 73.15%; return on assets 1.03%, above the peer median of 0.74%. At 14.28% 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 | $241.7M | $198.1M | $88.5M | $68.3M | record → |
| Shares and deposits | $206.5M | $172.3M | $76.7M | $58.3M | record → |
| Loans outstanding | $166.9M | $125.2M | $49.4M | $34.4M | record → |
| Net income (year to date) | $1.2M | $766.3k | $231.7k | $222.2k | record → |
| Net worth | $34.5M | $24.5M | $10.7M | $9.0M | record → |
| Net worth ratio | 14.28% | 11.65% | 13.21% | 12.65% | record → |
| Loan-to-share ratio | 80.83% | 73.15% | 77.80% | 68.70% | computed |
| Return on assets | 1.03% | 0.74% | 1.01% | 0.71% | computed |
| Members | 11,507 | 13,230 | 6,500 | 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 | $241.7M | $206.5M | $166.9M | $1.2M | 14.28% | 11,507 | 1177 |
| 2026Q1 | $239.6M | $205.4M | $166.2M | $507.9k | 14.10% | 11,608 | 1181 |
| 2025Q4 | $233.3M | $199.3M | $168.4M | $2.9M | 14.26% | 11,712 | 1186 |
| 2025Q3 | $228.0M | $194.8M | $167.6M | $2.1M | 14.27% | 11,778 | 1198 |
| 2025Q2 | $226.5M | $194.0M | $164.9M | $1.4M | 14.04% | 11,784 | 1202 |
| 2025Q1 | $225.6M | $194.7M | $162.3M | $661.9k | 13.77% | 11,791 | 1207 |
| 2024Q4 | $218.4M | $188.0M | $156.8M | $3.0M | 13.93% | 11,732 | 1212 |
| 2024Q3 | $215.0M | $185.4M | $154.7M | $2.3M | 13.85% | 11,861 | 1211 |
| 2024Q2 | $216.0M | $186.5M | $152.7M | $1.6M | 13.45% | 11,889 | 1213 |
| 2024Q1 | $208.8M | $180.6M | $150.0M | $819.2k | 13.54% | 11,909 | 1242 |
| 2023Q4 | $202.1M | $174.4M | $150.9M | $3.3M | 13.59% | 11,921 | 1251 |
| 2023Q3 | $199.4M | $174.0M | $148.4M | $2.4M | 13.29% | 11,994 | 1256 |
| 2023Q2 | $206.4M | $181.1M | $140.7M | $1.5M | 12.43% | 11,949 | 1237 |
| 2023Q1 | $211.8M | $187.6M | $132.7M | $739.4k | 11.74% | 11,880 | 1225 |
| 2022Q4 | $215.3M | $191.8M | $129.1M | $1.9M | 11.21% | 11,872 | 1206 |
| 2022Q3 | $220.4M | $198.4M | $118.4M | $1.1M | 10.61% | 11,831 | 1188 |
| 2022Q2 | $223.7M | $200.8M | $106.6M | $688.2k | 10.25% | 11,743 | 1185 |
| 2022Q1 | $225.1M | $202.2M | $100.6M | $141.0k | 9.94% | 11,759 | 1180 |
| 2021Q4 | $218.4M | $194.2M | $98.9M | $569.3k | 10.18% | 11,834 | 1184 |
| 2021Q3 | $215.3M | $190.7M | $94.6M | $337.2k | 10.22% | 11,881 | 1184 |
| 2021Q2 | $215.1M | $191.0M | $89.0M | $89.4k | 10.12% | 11,917 | 1182 |
| 2021Q1 | $208.8M | $185.4M | $85.9M | $-23.9k | 10.37% | 11,975 | 1192 |
| 2020Q4 | $196.6M | $173.3M | $85.5M | $432.5k | 11.02% | 11,921 | 1192 |
| 2020Q3 | $190.6M | $167.2M | $86.2M | $464.9k | 11.38% | 11,997 | 1198 |
| 2020Q2 | $189.9M | $166.8M | $84.4M | $225.3k | 11.30% | 12,220 | 1194 |
| 2020Q1 | $176.5M | $153.2M | $82.2M | $160.2k | 12.12% | 12,307 | 1191 |
| 2019Q4 | $172.2M | $149.6M | $83.2M | $923.8k | 12.33% | 12,568 | 1187 |
| 2019Q3 | $172.7M | $150.3M | $79.4M | $785.1k | 12.21% | 12,619 | 1183 |
| 2019Q2 | $173.8M | $151.3M | $74.9M | $437.3k | 11.94% | 12,677 | 1169 |
| 2019Q1 | $176.2M | $154.0M | $72.3M | $227.6k | 11.66% | 12,682 | 1155 |
| 2018Q4 | $171.2M | $149.8M | $71.5M | $1.0M | 11.87% | 12,714 | 1160 |
| 2018Q3 | $172.1M | $150.6M | $69.4M | $719.6k | 11.63% | 13,127 | 1154 |
| 2018Q2 | $173.6M | $152.5M | $68.8M | $369.6k | 11.32% | 13,156 | 1155 |
| 2018Q1 | $176.2M | $155.2M | $69.1M | $144.1k | 11.03% | 13,197 | 1142 |
| 2017Q4 | $172.5M | $151.4M | $70.3M | $1.2M | 11.18% | 13,252 | 1137 |
| 2017Q3 | $173.2M | $152.7M | $71.0M | $843.0k | 10.94% | 13,282 | 1130 |
| 2017Q2 | $174.2M | $154.6M | $70.5M | $514.6k | 10.68% | 13,391 | 1130 |
| 2017Q1 | $172.7M | $153.5M | $71.1M | $201.8k | 10.60% | 13,415 | 1137 |
| 2016Q4 | $167.4M | $148.3M | $71.7M | $311.8k | 10.81% | 13,426 | 1137 |
| 2016Q3 | $168.4M | $149.0M | $72.0M | $647.5k | 10.94% | 13,525 | 1127 |
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