CharterBench

Middlesex Federal Savings, F.A.

BankOCCSomerville, MA·Est. 1890·www.middlesexfederal.com·FDIC #28368Compare ⇄
Total assets
$654.4M
-1.1% YoY
Deposits
$576.5M
-2.3% YoY
Loans
$527.1M
+0.1% YoY
Offices
4
MIDDLESEX FEDERAL MHC
ROA (annualized)
0.14%
peers 1.28%
ROE (annualized)
1.55%
peers 12.44%

Peer comparison 748 banks with 500M-1B in assets

MetricThis bankPeer medianΔ
Asset growth (YoY)-1.1%+4.9%-6.0 pts
Deposit growth (YoY)-2.3%+4.3%-6.6 pts
Loan growth (YoY)+0.1%+5.3%-5.3 pts
ROA0.14%1.28%-1.1 pts
ROE1.6%12.4%-10.9 pts

ROA ranks in the 4th percentile of its peer group · Q2 2026

Profile

Established
1890
Charter
OCC
Primary regulator
OCC
Holding company
MIDDLESEX FEDERAL MHC
Specialization
Commercial Lending Specialization
Address
1 College Ave, Somerville, MA, 02144
County
Middlesex
Metro area
Boston-Cambridge-Newton, MA-NH
Offices
4
FDIC cert #
28368
RSSD ID
87579
Latest call report
Q2 2026

Total assets last 8 quarters

Q3 2024 → Q2 2026

Deposits last 8 quarters

Q3 2024 → Q2 2026

Quarterly financials FDIC call report

QuarterAssetsDepositsLoansEquityNet income YTDROANIMNonperforming
Q2 2026$654.4M$576.5M$527.1M$56.9M$440K0.14%2.72%0.04%
Q1 2026$641.7M$575.6M$528.2M$56.6M$159K0.10%2.67%0.00%
Q4 2025$638.0M$576.3M$510.9M$56.5M$4.5M0.69%4.00%0.00%
Q3 2025$653.0M$579.8M$522.0M$55.6M$4.0M0.82%3.94%0.00%
Q2 2025$661.4M$589.8M$526.9M$53.2M$2.3M0.71%3.86%0.08%
Q1 2025$644.9M$585.1M$506.0M$51.6M$1.2M0.75%3.86%0.04%
Q4 2024$631.3M$575.4M$495.6M$49.4M$4.3M0.67%3.75%0.05%
Q3 2024$646.5M$582.4M$499.0M$49.0M$3.2M0.66%3.71%0.21%

Loan mix (Q2 2026): real estate $521.4M · commercial $12.1M · consumer $3K · securities $65.3M

Ratio pack Q2 2026 · peer medians from 748 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.14%Q3 2024 → Q2 20261.28%
4th
Return on equity
Annualized net income ÷ equity or net worth
1.6%Q3 2024 → Q2 202612.4%
5th
Net interest margin
Interest income − interest expense, ÷ assets
2.72%Q3 2024 → Q2 20263.89%
5th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
93.1%Q3 2024 → Q2 202661.2%
97th
Non-interest income share
Fees and other income as a share of total revenue
00.0%
00.0%
Cost of funds
Annualized interest expense ÷ deposits
00.0%
00.0%
Balance sheet
RatioValueTrend (8q)Peer medianPeer percentile
Loan-to-deposit
Loans ÷ deposits (shares). Above ~90% needs funding; below ~60% needs loan demand
00.0%
00.0%
Loans-to-assets
How much of the balance sheet is lent out
00.0%
00.0%
Securities-to-assets
Investment portfolio as a share of assets
00.0%
00.0%
Cash-to-assets
On-balance-sheet liquidity
00.0%
00.0%
Capital
RatioValueTrend (8q)Peer medianPeer percentile
Capital ratio
Tier 1 capital (banks) or net worth (CUs) ÷ assets. NCUA well-capitalized line: 7%
00.0%
00.0%
Credit quality
RatioValueTrend (8q)Peer medianPeer percentile
Nonperforming / delinquency
Banks: nonperforming assets ÷ assets. CUs: 60+ day delinquent loans ÷ loans
00.0%
00.0%
Net charge-off rate
Annualized charge-offs net of recoveries ÷ loans
00.0%
00.0%
CRE concentration
Commercial real estate loans ÷ capital. Regulators flag banks above 300%
00.0%
00.0%
Franchise
RatioValueTrend (8q)Peer medianPeer percentile
Assets per office
Branch efficiency; high numbers usually mean digital-first
00.0%
00.0%
11 more ratios, with trends and peer percentiles.

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