CharterBench

Worcester Credit Union

Credit UnionFISCUWorcester, MA·Est. 1976·NCUA #64144Compare ⇄
Total assets
$107.1M
+4.2% YoY
Shares & deposits
$95.6M
+3.8% YoY
Loans
$68.7M
+10.4% YoY
Members
6,355
-16.9% YoY
ROA (annualized)
0.69%
peers 0.69%
ROE (annualized)
5.97%
peers 5.95%

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

MetricWorcester Credit UnionPeer medianΔ
Asset growth (YoY)+4.3%+3.9%+0.3 pts
Share growth (YoY)+3.8%+3.3%+0.5 pts
Loan growth (YoY)+10.4%+2.9%+7.4 pts
ROA0.69%0.69%-0.0 pts
ROE6.0%5.9%+0.0 pts

ROA ranks in the 49th percentile of its peer group · Q1 2026

Profile

Established
1976
Charter
FISCU
Primary regulator
NCUA
NCUA peer group
Peer group 5
Address
520 W Boylston St, Worcester, MA, 01606
NCUA charter #
64144
RSSD ID
562795
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$107.1M$95.6M$68.7M$12.3M$184K0.69%3.47%0.54%6,355
Q4 2025$105.0M$93.0M$67.5M$12.1M$993K0.95%3.48%0.69%6,392
Q3 2025$101.8M$91.0M$66.5M$12.0M$858K1.12%3.55%0.76%6,423
Q2 2025$102.4M$91.8M$63.7M$11.8M$663K1.29%3.45%0.91%6,388
Q1 2025$102.7M$92.1M$62.3M$11.5M$336K1.31%3.29%0.63%7,645
Q4 2024$97.2M$87.3M$59.1M$11.2M$613K0.63%3.64%1.24%7,732
Q3 2024$99.6M$89.4M$59.9M$11.0M$436K0.58%3.56%0.91%7,792
Q2 2024$96.9M$87.7M$59.2M$10.8M$252K0.52%3.63%0.78%7,804

Loan mix (Q1 2026): real estate $61.3M · commercial $0 · consumer $6.4M · securities $21.9M

Ratio pack Q1 2026 · peer medians from 1070 institutions

Profitability
RatioWorcester Credit UnionTrend (8q)Peer medianPeer percentile
Return on assets
Annualized net income ÷ assets
0.69%Q2 2024 → Q1 20260.69%
49th
Return on equity
Annualized net income ÷ equity or net worth
6.0%Q2 2024 → Q1 20265.9%
50th
Net interest margin
Interest income − interest expense, ÷ assets
3.47%Q2 2024 → Q1 20263.62%
41th
Efficiency ratio
Operating expense ÷ revenue — lower is leaner
80.7%Q1 2025 → Q1 202678.7%
58th
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
RatioWorcester 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
RatioWorcester 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
RatioWorcester 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
RatioWorcester 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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