CharterBench

The Union Bank

BankStateBeulah, ND·Est. 1899·www.theunionbank.com·FDIC #9420Compare ⇄
Total assets
$312.2M
+0.8% YoY
Deposits
$266.2M
-3.0% YoY
Loans
$193.0M
+2.8% YoY
Offices
6
UNION HOLDING CO
ROA (annualized)
1.41%
peers 1.24%
ROE (annualized)
15.47%
peers 11.87%

Peer comparison 1,900 banks with 100M-500M in assets

MetricThe Union BankPeer medianΔ
Asset growth (YoY)+0.8%+4.4%-3.6 pts
Deposit growth (YoY)-3.0%+4.0%-6.9 pts
Loan growth (YoY)+2.8%+5.6%-2.7 pts
ROA1.41%1.24%+0.2 pts
ROE15.5%11.9%+3.6 pts

ROA ranks in the 61st percentile of its peer group · Q2 2026

Profile

Established
1899
Charter
State
Primary regulator
FDIC
Holding company
UNION HOLDING CO
Specialization
Agricultural Specialization
Address
1700 Highway 49 N, Beulah, ND, 58523
County
Mercer
Offices
6
FDIC cert #
9420
RSSD ID
852254
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$312.2M$266.2M$193.0M$30.2M$2.3M1.41%4.35%0.86%
Q1 2026$325.4M$294.2M$194.2M$28.6M$1.4M1.73%4.29%0.83%
Q4 2025$327.2M$277.3M$201.8M$29.0M$3.2M1.03%4.16%1.08%
Q3 2025$314.6M$280.0M$190.3M$27.5M$2.2M0.98%4.11%1.63%
Q2 2025$309.7M$274.3M$187.7M$26.4M$1.5M0.98%4.12%1.37%
Q1 2025$305.2M$277.3M$183.7M$26.0M$588K0.79%3.86%1.72%
Q4 2024$293.0M$265.7M$190.5M$25.7M$2.2M0.75%3.68%1.62%
Q3 2024$293.4M$263.6M$190.3M$27.7M$1.5M0.72%3.65%1.72%

Loan mix (Q2 2026): real estate $119.6M · commercial $8.8M · consumer $11.0M · securities $96.8M

Ratio pack Q2 2026 · peer medians from 1900 institutions

Profitability
RatioThe Union BankTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.41%Q3 2024 → Q2 20261.24%
61th
Return on equity
Annualized net income ÷ equity or net worth
15.5%Q3 2024 → Q2 202611.9%
71th
Net interest margin
Interest income − interest expense, ÷ assets
4.35%Q3 2024 → Q2 20263.96%
71th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
66.2%Q3 2024 → Q2 202662.9%
60th
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
RatioThe Union BankTrend (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
RatioThe Union BankTrend (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
RatioThe Union BankTrend (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
RatioThe Union BankTrend (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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