CharterBench

Operating Engineers Local Union #3 Federal Credit Union

Credit UnionFCULivermore, CA·Est. 1963·NCUA #24235Compare ⇄
Total assets
$1.65B
+7.1% YoY
Shares & deposits
$1.40B
+6.0% YoY
Loans
$848.5M
+0.8% YoY
Members
121,682
+5.7% YoY
ROA (annualized)
1.18%
peers 0.71%
ROE (annualized)
7.73%
peers 6.28%

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

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+7.1%+5.1%+2.0 pts
Share growth (YoY)+6.0%+4.9%+1.2 pts
Loan growth (YoY)+0.8%+5.4%-4.6 pts
ROA1.18%0.71%+0.5 pts
ROE7.7%6.3%+1.5 pts

ROA ranks in the 82nd percentile of its peer group · Q1 2026

Profile

Established
1963
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
P O Box 5073, Livermore, CA, 94551
NCUA charter #
24235
RSSD ID
63993
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$1.65B$1.40B$848.5M$251.9M$4.9M1.18%3.46%0.45%121,682
Q4 2025$1.66B$1.42B$845.1M$247.1M$15.6M0.94%3.09%0.59%121,254
Q3 2025$1.62B$1.38B$840.3M$242.9M$11.4M0.94%3.09%0.59%119,249
Q2 2025$1.58B$1.35B$836.6M$237.4M$5.9M0.75%3.10%0.70%116,798
Q1 2025$1.54B$1.32B$841.6M$234.1M$2.1M0.55%3.12%0.46%115,121
Q4 2024$1.52B$1.31B$843.2M$232.0M$11.6M0.76%3.08%0.68%112,885
Q3 2024$1.50B$1.28B$853.8M$228.4M$8.0M0.72%3.10%0.70%110,959
Q2 2024$1.47B$1.27B$860.8M$224.6M$4.2M0.57%3.12%0.80%109,318

Loan mix (Q1 2026): real estate $410.0M · commercial $35.5M · consumer $371.7M · securities $688.7M

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
1.18%Q2 2024 → Q1 20260.71%
82th
Return on equity
Annualized net income ÷ equity or net worth
7.7%Q2 2024 → Q1 20266.3%
63th
Net interest margin
Interest income − interest expense, ÷ assets
3.46%Q2 2024 → Q1 20263.32%
59th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
68.8%Q1 2025 → Q1 202673.0%
35th
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.

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