Federal credit union · WESTBURY, New York · NCUA charter #2760

Jovia Financial

Health score 81/100, grade A (Excellent) - from the NCUA 5300 Call Report, 2025Q4.

81
Health / 100
$4.48B
Total assets
237,358
Members
9.7%
Net-worth ratio
A Letter grade on the five-factor composite

Jovia Financial scores 81/100 on PlainCU's health composite from NCUA 5300 Call Report data (2025Q4). Assets $4.48B; members 237,358; net-worth ratio 9.66%; health rank #2,643 of 4,374; healthier than 39th of scored peers.

Federal Call Report extract

NCUA 5300 Call Report Masthead

#2,643 of 4,374 health · 2025Q4

Jovia Financial · health 81/100 · $4.48B · 2025Q4

  • RANK 81/100
  • PHOTO 9.7%
  • BOOK 1.33%
  • CHARTER 0.32%
  • NCUSIF $4.48B
  • CAMELS 237,358
  • HEALTH #2,643/4,374
  • NW CONSUMERS
  • DELQ 2760

Jovia Financial in the assets neighbourhood

NORTHWEST$4.55BCredit Human$4.52BCONSUMERS$4.50BJovia Financial (this)$4.48BAFFINITY$4.42BSAFE$4.40B
Nearest other-state credit unions by total assets (NCUA 5300)

Jovia Financial's $4.48B assets sit next to CONSUMERS ($4.50B) on the assets neighbourhood; peer NAMES stay, and the masthead VALUES are this credit union's Call Report.

Subscribe to this credit union's financial changes (RSS) — one item per NCUA 5300 call report, no account required.

Jovia Financial vs every NCUA-scored credit union

Where this credit union's health score sits among every federally insured CU with a scored NCUA 5300 filing

81 39th percentile higher than 39% of 4,374 credit unions

every scored credit union, bucketed by value

Each bar is a band; taller bars hold more credit unions. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source NCUA 5300 Call Report aggregates · 2025Q4

Jovia Financial - Share Insurance Coverage

Charter #2760's composite supervisory bracket and risk-based capital, as reported in the 2025Q4 NCUA Call Report. See our deposit-insurance coverage note for how NCUSIF protection works.

NCUSIF coverage gauge for Jovia Financial Share insurance under NCUSIF covers up to $250,000 per share owner. Jovia Financial holds approximately $4.0B in member shares. Composite CAMELS rating bracket 1 (Strong). Risk-based capital ratio 9.7 percent. Share Insurance Coverage Federal NCUSIF - $250K per share owner 1 2 3 4 5 CAMELS 1 · Strong RBC ratio 9.7% · $4.0B member shares Insured · backed by full faith and credit of the United States
Source: NCUA 5300 Call Report 2025Q4 - share insurance under Title II of the Federal Credit Union Act

Peer-gap read for Jovia Financial

  • Strongest edge vs 749 Over $500M peers is Loan-to-Share Ratio: +5.79 pp (89.69% vs 83.90%).
  • Widest shortfall vs peers is Net Worth Ratio: -1.52 pp (9.66% vs 11.18%).

Peer averages are NCUA 5300 means for the Over $500M cohort (749 CUs), 2025Q4 vintage - registry deltas only, not a join recommendation.

New York standing for Jovia Financial

  • In New York, health place is #149 of 272 on the same NCUA-ratio sort used nationally.
  • New York assets place: #9 of 272.
  • New York membership ordinal: #10 of 272.

In-state ordinals use the live credit_unions table for NY only - ROW_NUMBER sorts match /rankings healthiest and largest, scoped to the state.

How Jovia Financial's 5300 filing moved

Jovia Financial: total assets by quarter

4 Call Report filings on this page's own vintage chain

4,400,000,0004,450,000,0004,500,000,0004,550,000,000 2023Q42024Q42025Q42026Q1 4,442,179,659 4,535,476,176 ▲ +2.1%
  • Assets moved +1.3% from $4.48B (2025Q4) to $4.54B (2026Q1).
  • Net-worth ratio shifted +0.06 pp (9.60% → 9.66%).

Trajectory uses quarterly_financials rows already on this page - same NCUA 5300 vintage chain, not a forecast.

Net worth ratio vs. NCUA well-capitalized threshold 64.4%

At 9.66%, this credit union is above the 7.0% NCUA well-capitalized threshold under PCA rules.

How the 81/100 score is built

Each segment is a pillar's weighted contribution to the composite; widths sum to 81.

  • Net Worth Ratio 29.1 pts
  • Delinquency Rate 17.5 pts
  • Return on Assets 12.3 pts
  • Member Growth 6.7 pts
  • Loan-to-Share Ratio 15.4 pts

Financial Health Metrics

Metric Value vs peer
Net Worth Ratio 9.66% -1.52 pp
Delinquency Rate 1.33% +0.46 pp
Return on Assets 0.32% -0.19 pp
Member Growth -1.30% -
Loan-to-Share Ratio 89.69% +5.79 pp

Health score = weighted composite of the five NCUA ratios above. Scores based on NCUA 5300 Call Report Q4 2025 data. Peer group: Over $500M (749 CUs).

Historical Financials

Quarter Assets Members
2026Q1 $4.54B -
2025Q4 $4.48B 237,358
2024Q4 $4.54B 240,492
2023Q4 $4.44B 220,087

Credit Union Details

Charter Number
2760
Type
Federal
Field of Membership
Community
Peer Group
Over $500M
State
New York
City
WESTBURY
Data Quarter
2025Q4

Branch Locations (20)

Per its most recent NCUA branch filing, Jovia Financial runs 20 offices in 20 different cities.

Office City
Westbury (Main Office) Westbury, NY
Bay Shore Bay Shore, NY
Commack Commack, NY
Deer Park Deer Park, NY
Franklin Square Franklin Square, NY
Greenvale Greenvale, NY
Hempstead Hempstead, NY
Huntington Village Huntington, NY
Huntington Station Huntington Station, NY
Levittown Levittown, NY
Massapequa Massapequa, NY
Nesconset Nesconset, NY
New Hyde Park New Hyde Park, NY
Oceanside Oceanside, NY
Plainview Plainview, NY
Rockville Centre Rockville Centre, NY
Syosset Syosset, NY
Uniondale Uniondale, NY
Valley Stream Valley Stream, NY
Wantagh Wantagh, NY

Source: NCUA Credit Union Branch Information, 2025Q4 filing.

Nearby Credit Unions in New York

Other federally-insured credit unions in New York, closest first by peer group and asset size.

Compare Jovia Financial vs EMPOWER

Nationwide credit unions with similar profiles

Two NCUA Call Report peer sets for Jovia Financial, both outside New York so the neighborhoods are not state containment (the Nearby list above stays in-state).

Similar health score

Nearest other-state credit unions by five-factor health composite (81/100 here).

Using this data

  • Jovia Financial ranks #2,643 of 4,374 nationally on financial health and #149 of 272 in NY -- the national figure is a benchmark, not a prediction for how any specific account performs. National health rankings
  • EMPOWER is a nearby credit union with a similar profile -- compare the two side by side before deciding where to bank. Compare with EMPOWER
  • Rates and health both vary by institution, not just by state -- see how New York credit unions compare overall before assuming this one is typical. New York state overview

National and state figures are benchmarks built from NCUA 5300 Call Report data, not a recommendation for any individual account decision.

Frequently Asked Questions

Is Jovia Financial financially healthy?

Based on NCUA 5300 Call Report data as of Q4 2025, Jovia Financial carries a financial health score of 81/100 (Excellent). On the national health ranking (same basis as /rankings/healthiest), it sits at #2,643 of 4,374; by total assets it ranks #109 of 4,374 nationally (same basis as /rankings/largest); and #9 of 272 within New York. On this scale, above 80 is excellent and below 50 warrants closer monitoring; the two biggest inputs here are a 9.66% net worth ratio and a 1.33% delinquency rate.

How does Jovia Financial compare to other credit unions?

On PlainCU's health composite, Jovia Financial lands at 81/100, compared to a peer group average for Over $500M credit unions. Five NCUA-reported metrics feed that number: net worth ratio (weighted 30%), delinquency rate (25%), return on assets (15%), member growth (15%), and loan-to-share ratio (15%).

What is a credit union health score?

A credit union health score is a composite rating (0–100) that combines five financial metrics reported to the NCUA: net worth ratio (capital adequacy), delinquency rate (loan quality), return on assets (profitability), member growth, and loan-to-share ratio (liquidity balance). Scores above 80 indicate excellent financial health; 60–79 is good; 40–59 is fair; below 40 is weak.

How can I join Jovia Financial?

Jovia Financial operates under a community charter, meaning membership is generally open to anyone who lives, works, worships, or attends school within its defined geographic service area, no employer or association tie required. Contact Jovia Financial directly for the exact boundaries and application steps.

Is my money safe at Jovia Financial?

Federal credit unions like Jovia Financial are insured by the National Credit Union Share Insurance Fund (NCUSIF), administered by the NCUA. Each individual depositor is insured up to $250,000, the same limit as FDIC-insured banks. Jovia Financial's net worth ratio of 9.66% exceeds the 7% threshold NCUA considers "well capitalized."

What rates does Jovia Financial offer compared to banks?

Credit unions like Jovia Financial are not-for-profit cooperatives, which typically allows them to offer higher savings rates and lower loan rates than banks. Nationally, credit unions average 0.25–0.50% lower auto loan rates and 0.10–0.30% higher savings yields. Contact Jovia Financial directly for current rates, or compare overall credit union vs bank rates on our rates comparison page.

Data sourced from the NCUA 5300 Call Report (2025Q4) for Jovia Financial. Retrieved and formatted by PlainCU. See our methodology for details.

Disclaimer: Not affiliated with NCUA. For informational purposes only.

Every figure on PlainCU is rendered directly from NCUA quarterly call report data, no number is typed in by an editor. Credit union figures are computed directly from NCUA quarterly call report data, no figure is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error.