CharterBench

Patelco Credit Union

Credit UnionFISCUDublin, CA·Est. 1936·NCUA #68579Compare ⇄
Total assets
$9.62B
+1.5% YoY
Shares & deposits
$8.29B
+2.3% YoY
Loans
$7.10B
+4.4% YoY
Members
543,881
+7.2% YoY
ROA (annualized)
0.27%
peers 0.71%
ROE (annualized)
2.60%
peers 6.28%

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

MetricPatelco Credit UnionPeer medianΔ
Asset growth (YoY)+1.5%+5.1%-3.6 pts
Share growth (YoY)+2.3%+4.9%-2.6 pts
Loan growth (YoY)+4.5%+5.4%-1.0 pts
ROA0.27%0.71%-0.4 pts
ROE2.6%6.3%-3.7 pts

ROA ranks in the 13th percentile of its peer group · Q1 2026

Profile

Established
1936
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 6
Address
3 Park Pl, Dublin, CA, 94568
NCUA charter #
68579
RSSD ID
461496
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$9.62B$8.29B$7.10B$1.01B$6.6M0.27%2.83%0.62%543,881
Q4 2025$9.64B$8.22B$7.05B$1.01B$31.9M0.33%2.56%0.77%529,958
Q3 2025$9.52B$8.11B$7.00B$1.00B$20.8M0.29%2.54%0.70%520,989
Q2 2025$9.41B$8.02B$6.91B$988.0M$8.6M0.18%2.50%0.66%512,374
Q1 2025$9.47B$8.11B$6.80B$982.4M$2.9M0.12%2.41%0.62%507,514
Q4 2024$9.41B$7.91B$6.86B$979.4M$6.2M0.07%2.53%0.89%498,784
Q3 2024$9.53B$7.85B$6.86B$995.4M$15.8M0.22%2.56%0.84%506,920
Q2 2024$9.59B$8.06B$6.74B$1.03B$55.0M1.15%2.60%0.60%507,422

Loan mix (Q1 2026): real estate $4.46B · commercial $221.3M · consumer $2.40B · securities $1.49B

Ratio pack Q1 2026 · peer medians from 450 institutions

Profitability
RatioPatelco Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.27%Q2 2024 → Q1 20260.71%
13th
Return on equity
Annualized net income ÷ equity or net worth
2.6%Q2 2024 → Q1 20266.3%
13th
Net interest margin
Interest income − interest expense, ÷ assets
2.83%Q2 2024 → Q1 20263.32%
19th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
71.8%Q1 2025 → Q1 202673.0%
45th
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
RatioPatelco Credit UnionTrend (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
RatioPatelco Credit UnionTrend (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
RatioPatelco Credit UnionTrend (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
RatioPatelco Credit UnionTrend (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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