CharterBench

Chevron Federal Credit Union

Credit UnionFCUConcord, CA·Est. 1935·NCUA #24326Compare ⇄
Total assets
$5.44B
+6.8% YoY
Shares & deposits
$4.77B
+7.7% YoY
Loans
$4.06B
+2.2% YoY
Members
140,127
+1.6% YoY
ROA (annualized)
0.55%
peers 0.71%
ROE (annualized)
4.76%
peers 6.28%

Peer comparison 450 credit unions with 1B-10B in assets

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+6.8%+5.1%+1.6 pts
Share growth (YoY)+7.7%+4.9%+2.9 pts
Loan growth (YoY)+2.1%+5.4%-3.3 pts
ROA0.55%0.71%-0.2 pts
ROE4.8%6.3%-1.5 pts

ROA ranks in the 36th percentile of its peer group · Q1 2026

Profile

Established
1935
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
2300 Clayton Rd Ste 700, Concord, CA, 94520
NCUA charter #
24326
RSSD ID
414894
Latest call report
Q1 2026

Total assets last 8 quarters

Q2 2024 → Q1 2026

Members last 8 quarters

Q2 2024 → Q1 2026

Quarterly financials NCUA 5300 call report

QuarterAssetsSharesLoansNet worthNet income YTDROANIMDelinquencyMembers
Q1 2026$5.44B$4.77B$4.06B$628.0M$7.5M0.55%1.59%0.37%140,127
Q4 2025$5.10B$4.44B$4.08B$620.5M$-17.9M-0.35%1.38%0.36%139,239
Q3 2025$5.04B$4.36B$4.04B$635.7M$-17.3M-0.46%1.33%0.37%139,185
Q2 2025$5.00B$4.33B$3.98B$635.6M$-17.5M-0.70%1.26%0.45%138,393
Q1 2025$5.10B$4.43B$3.97B$642.6M$-10.4M-0.82%1.15%0.33%137,968
Q4 2024$4.91B$4.23B$4.00B$653.0M$32.2M0.66%0.93%0.41%137,779
Q3 2024$4.84B$4.15B$4.02B$656.0M$20.1M0.55%0.93%0.38%137,630
Q2 2024$4.84B$4.15B$4.04B$682.0M$46.1M1.91%1.00%0.38%137,062

Loan mix (Q1 2026): real estate $3.34B · commercial $0 · consumer $234.9M · securities $711.8M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.55%Q2 2024 → Q1 20260.71%
36th
Return on equity
Annualized net income ÷ equity or net worth
4.8%Q2 2024 → Q1 20266.3%
32th
Net interest margin
Interest income − interest expense, ÷ assets
1.59%Q2 2024 → Q1 20263.32%
2th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
69.1%Q1 2025 → Q1 202673.0%
36th
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
Loans per member
Member borrowing depth
00.0%
00.0%
Deposits per member
Member relationship depth
00.0%
00.0%
12 more ratios, with trends and peer percentiles.

The full ratio pack is part of CharterBench Pro.

See Pro plan →

Similar credit unions

Selling to Chevron Federal Credit Union?

Peer lists, growth filters, CSV export, CRM push.

See Pro plan →