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Monterey
MONTEREY, CA · NCUA Charter #97071 · State charter · Chartered 1968
Total assets
$360.51M
Shares & deposits
$296.37M
Total loans
$259.45M
Members
21,353
Net worth
$31.55M
Branches
5
Rank: #940 of 4,299 U.S. credit unions by assets · #100 of 239 in California. Assets changed 2.0% and membership 8.9% over the year to June 30, 2026.
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Key ratios
| Net worth ratio (capital) | 8.75% |
| Return on assets (annualized, approx.) | 0.00% |
| Delinquent loans, 2+ months (share of loans) | 0.71% |
| Loans to shares & deposits | 87.5% |
| Net income (YTD) | $0 |
Five-year trend (June snapshots)
| Period | Total assets | Deposits | Net income (year to date) | Equity / net worth |
|---|---|---|---|---|
| Jun 2022 | $293.82M | $261.18M | $0 | $38.55M |
| Jun 2023 | $295.47M | $245.30M | $0 | $39.41M |
| Jun 2024 | $312.90M | $277.27M | $0 | $37.35M |
| Jun 2025 | $353.43M | $299.92M | $0 | $32.98M |
| Jun 2026 | $360.51M | $296.37M | $0 | $31.55M |
Branch footprint
| State | Branches |
|---|---|
| California | 5 |
Similar-sized credit unions
Montana ($361.55M) · Sharepoint ($360.14M)
Source: NCUA Call Report (Form 5300) as of June 30, 2026. Credit unions are member-owned cooperatives; deposits are insured by the NCUSIF. See methodology.
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