credit union · NCUA 97112 · TX
How big is INVESTEX?
INVESTEX (TX, NCUA charter 97112) reported total assets of $245.4M, 21,259 members and a net worth ratio of 11.39% in its Call Report for 2026Q2. That ranks 1165 of 4,299 federally insured credit unions by assets, 406 of 1,061 among credit unions with $100m-$500m in assets, 90 of 380 credit unions in texas.
What stands out
INVESTEX (TX, NCUA charter 97112) reported total assets of $245.4M, 21,259 members and a net worth ratio of 11.39% in its Call Report for 2026Q2. That ranks 1165 of 4,299 federally insured credit unions by assets, 406 of 1,061 among credit unions with $100m-$500m in assets, 90 of 380 credit unions in texas. Against its size class: net worth ratio 11.39%, below the peer median of 11.65%; loan-to-share ratio 57.77%, below the peer median of 73.15%; return on assets 0.26%, below the peer median of 0.74%. At 11.39% 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 | $245.4M | $198.1M | $49.9M | $68.3M | record → |
| Shares and deposits | $228.6M | $172.3M | $40.8M | $58.3M | record → |
| Loans outstanding | $132.1M | $125.2M | $24.4M | $34.4M | record → |
| Net income (year to date) | $314.0k | $766.3k | $141.6k | $222.2k | record → |
| Net worth | $27.9M | $24.5M | $7.4M | $9.0M | record → |
| Net worth ratio | 11.39% | 11.65% | 13.62% | 12.65% | record → |
| Loan-to-share ratio | 57.77% | 73.15% | 70.24% | 68.70% | computed |
| Return on assets | 0.26% | 0.74% | 0.59% | 0.71% | computed |
| Members | 21,259 | 13,230 | 4,156 | 4,818 | record → |
Quarter by quarter
14 Call Reports on record, 2023Q1–2026Q2; the 14 most recent shown.
| Quarter | Total assets | Shares | Loans | Net income YTD | Net worth ratio | Members | Rank |
|---|---|---|---|---|---|---|---|
| 2026Q2 | $245.4M | $228.6M | $132.1M | $314.0k | 11.39% | 21,259 | 1165 |
| 2026Q1 | $245.3M | $228.4M | $128.1M | $99.8k | 11.31% | 21,415 | 1166 |
| 2025Q4 | $239.6M | $223.2M | $128.9M | $652.3k | 11.53% | 21,389 | 1171 |
| 2025Q3 | $239.1M | $223.2M | $128.6M | $370.8k | 11.44% | 21,415 | 1168 |
| 2025Q2 | $240.0M | $225.2M | $129.5M | $164.8k | 11.31% | 21,377 | 1165 |
| 2025Q1 | $243.9M | $230.3M | $129.8M | $-106.9k | 11.02% | 21,488 | 1151 |
| 2024Q4 | $235.7M | $223.6M | $129.0M | $139.6k | 11.45% | 21,442 | 1167 |
| 2024Q3 | $235.5M | $220.7M | $128.4M | $173.0k | 11.47% | 21,356 | 1167 |
| 2024Q2 | $234.3M | $222.9M | $129.7M | $-28.8k | 11.44% | 21,277 | 1166 |
| 2024Q1 | $242.0M | $231.3M | $125.5M | $-25.4k | 11.19% | 21,360 | 1144 |
| 2023Q4 | $236.7M | $225.3M | $130.0M | $1.0M | 11.45% | 21,385 | 1148 |
| 2023Q3 | $235.0M | $228.0M | $134.0M | $757.9k | 11.41% | 21,422 | 1152 |
| 2023Q2 | $238.6M | $227.9M | $135.8M | $427.8k | 11.11% | 21,319 | 1142 |
| 2023Q1 | $245.4M | $234.0M | $135.5M | $256.2k | 10.73% | 21,309 | 1128 |
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