CharterBench

Texasgulf Federal Credit Union

Credit UnionFCUWharton, TX·Est. 1937·NCUA #2322Compare ⇄
Total assets
$221.5M
+4.6% YoY
Shares & deposits
$190.6M
+3.6% YoY
Loans
$134.1M
+3.4% YoY
Members
14,934
+0.9% YoY
ROA (annualized)
0.77%
peers 0.69%
ROE (annualized)
5.54%
peers 5.95%

Peer comparison 1,070 credit unions with 100M-500M in assets

MetricThis credit unionPeer medianΔ
Asset growth (YoY)+4.6%+3.9%+0.7 pts
Share growth (YoY)+3.6%+3.3%+0.3 pts
Loan growth (YoY)+3.4%+2.9%+0.5 pts
ROA0.77%0.69%+0.1 pts
ROE5.5%5.9%-0.4 pts

ROA ranks in the 56th percentile of its peer group · Q1 2026

Profile

Established
1937
Charter
FCU
Primary regulator
NCUA
NCUA peer group
Peer group 5
Address
2101 N Fulton St, Wharton, TX, 77488
NCUA charter #
2322
RSSD ID
116376
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$221.5M$190.6M$134.1M$31.0M$428K0.77%3.10%0.49%14,934
Q4 2025$215.5M$183.8M$136.3M$30.5M$2.4M1.13%3.04%0.62%14,893
Q3 2025$213.3M$181.3M$132.7M$29.9M$1.7M1.08%3.02%0.61%14,843
Q2 2025$207.5M$178.9M$130.9M$29.3M$1.2M1.11%3.05%0.47%14,743
Q1 2025$211.6M$184.0M$129.7M$28.7M$502K0.95%2.84%0.26%14,802
Q4 2024$205.7M$179.4M$125.1M$28.2M$1.6M0.80%2.38%0.46%14,680
Q3 2024$200.9M$173.7M$120.0M$27.8M$1.2M0.80%2.37%0.37%14,532
Q2 2024$194.5M$168.7M$119.7M$27.4M$737K0.76%2.37%0.28%14,431

Loan mix (Q1 2026): real estate $49.0M · commercial $541K · consumer $76.7M · securities $61.3M

Ratio pack Q1 2026 · peer medians from 1070 institutions

Profitability
RatioValueTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.77%Q2 2024 → Q1 20260.69%
56th
Return on equity
Annualized net income ÷ equity or net worth
5.5%Q2 2024 → Q1 20265.9%
47th
Net interest margin
Interest income − interest expense, ÷ assets
3.10%Q2 2024 → Q1 20263.62%
20th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
71.9%Q1 2025 → Q1 202678.7%
28th
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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