State credit union · Fort Washington, Pennsylvania · NCUA charter #66158

Trumark Financial

Health score 93/100, grade A (Excellent) - from the NCUA 5300 Call Report, 2025Q4.

93
Health / 100
$3.53B
Total assets
147,993
Members
10.7%
Net-worth ratio
A Letter grade on the five-factor composite

Trumark Financial scores 93/100 on PlainCU's health composite from NCUA 5300 Call Report data (2025Q4). Assets $3.53B; members 147,993; net-worth ratio 10.68%; health rank #660 of 4,374; healthier than 84th of scored peers.

Title II Call Report masthead

NCUA 5300 Call Report Masthead

#660 of 4,374 health · 2025Q4

Trumark Financial · health 93/100 · $3.53B · 2025Q4

  • RANK 93/100
  • PHOTO 10.7%
  • BOOK 0.56%
  • CHARTER 0.54%
  • NCUSIF $3.53B
  • CAMELS 147,993
  • HEALTH #660/4,374
  • NW Indiana Members
  • DELQ 66158

Trumark Financial in the assets neighbourhood

Dupaco Community$3.59BSouthern Energy$3.56BIndiana Members$3.53BTrumark Financial (this)$3.53BELEVATIONS$3.52BROCKLAND$3.45B
Nearest other-state credit unions by total assets (NCUA 5300)

Trumark Financial's $3.53B assets sit next to Indiana Members ($3.53B) 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.

Trumark 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

93 Top 16% higher than 84% 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

Trumark Financial - Share Insurance Coverage

The 2025Q4 NCUA Call Report puts charter #66158 at the supervisory bracket and risk-based capital level shown below. NCUSIF protection is covered in our deposit-insurance coverage note.

NCUSIF coverage gauge for Trumark Financial Share insurance under NCUSIF covers up to $250,000 per share owner. Trumark Financial holds approximately $2.9B in member shares. Composite CAMELS rating bracket 1 (Strong). Risk-based capital ratio 10.7 percent. Share Insurance Coverage Federal NCUSIF - $250K per share owner 1 2 3 4 5 CAMELS 1 · Strong RBC ratio 10.7% · $2.9B 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

Where Trumark Financial diverges from peer averages

  • Loan-to-Share Ratio leads the peer set - 93.93% here, 83.90% peer average (+10.03 pp).
  • Net Worth Ratio trails the peer set - 10.68% here, 11.18% peer average (-0.50 pp).

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

Trumark Financial: in-state Call Report ranks

  • In Pennsylvania, health place is #31 of 275 on the same NCUA-ratio sort used nationally.
  • Pennsylvania assets place: #6 of 275.
  • Membership ranks #7 of 275 among Pennsylvania CUs with a reported count (147,993 members).

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

How Trumark Financial's 5300 filing moved

Trumark Financial: total assets by quarter

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

3,000,000,0003,200,000,0003,400,000,0003,600,000,0003,800,000,000 2023Q42024Q42025Q42026Q1 3,197,750,926 3,566,485,674 ▲ +11.5%
  • Assets moved +1.1% from $3.53B (2025Q4) to $3.57B (2026Q1).
  • Net-worth ratio shifted -0.05 pp (10.73% → 10.68%).

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 71.2%

10.68% net worth puts this credit union above the NCUA's 7.0% well-capitalized bar (Prompt Corrective Action rules).

How the 93/100 score is built

Each segment is a pillar's weighted contribution to the composite; widths sum to 93.

  • Net Worth Ratio 30.0 pts
  • Delinquency Rate 24.4 pts
  • Return on Assets 15.0 pts
  • Member Growth 10.8 pts
  • Loan-to-Share Ratio 12.8 pts

Call Report ratios for Trumark Financial

Metric Value vs peer
Net Worth Ratio 10.68% -0.50 pp
Delinquency Rate 0.56% -0.31 pp
Return on Assets 0.54% +0.03 pp
Member Growth 1.54% -
Loan-to-Share Ratio 93.93% +10.03 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).

Trumark Financial quarterly book

Quarter Assets Members
2026Q1 $3.57B -
2025Q4 $3.53B 147,993
2024Q4 $3.35B 145,752
2023Q4 $3.20B 142,606

Credit Union Details

Charter Number
66158
Type
State
Field of Membership
Other
Peer Group
Over $500M
State
Pennsylvania
City
Fort Washington
Data Quarter
2025Q4

Branch Locations (27)

Trumark Financial operates 27 offices across 20 cities, per its most recent NCUA branch filing.

Office City
Headquarters (Main Office) Fort Washington, PA
Bensalem Bensalem, PA
Priority Archives Boothwyn, PA
Plymouth Meeting Conshohocken, PA
Downingtown Downingtown, PA
Doylestown Doylestown, PA
Fort Washington Fort Washington, PA
Horsham Horsham, PA
Jenkintown Jenkintown, PA
Levittown Levittown, PA
Malvern Malvern, PA
North Wales North Wales, PA
Sungard Philadelphia, PA
Large St (Northeast Phila) Philadelphia, PA
ENP Philadelphia, PA
South Phila. Philadelphia, PA
Parkwood Philadelphia, PA
Center City Philadelphia Philadelphia, PA
Chestnut Hill Philadelphia, PA
Phoenixville Phoenixville, PA
Richboro Richboro, PA
Springfield Springfield, PA
Trooper Trooper, PA
Upper Darby Upper Darby, PA
Warrington Warrington, PA
Gateway Wayne, PA
West Chester West Chester, PA

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

Nearby Credit Unions in Pennsylvania

More federally-insured credit unions based in Pennsylvania, ordered by peer group match and asset size.

Compare Trumark Financial vs CLEARVIEW

Other-state peers near Trumark Financial

Cross-state asset and health neighbours for Trumark Financial - kept outside Pennsylvania; in-state CUs stay in the Nearby block.

Similar health score

Nearest other-state credit unions by five-factor health composite (93/100 here).

Using this data

  • Trumark Financial ranks #660 of 4,374 nationally on financial health and #31 of 275 in PA -- the national figure is a benchmark, not a prediction for how any specific account performs. National health rankings
  • CLEARVIEW is a nearby credit union with a similar profile -- compare the two side by side before deciding where to bank. Compare with CLEARVIEW
  • Rates and health both vary by institution, not just by state -- see how Pennsylvania credit unions compare overall before assuming this one is typical. Pennsylvania 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 Trumark Financial financially healthy?

Based on NCUA 5300 Call Report data as of Q4 2025, Trumark Financial carries a financial health score of 93/100 (Excellent). On the national health ranking (same basis as /rankings/healthiest), it sits at #660 of 4,374; by total assets it ranks #142 of 4,374 nationally (same basis as /rankings/largest); and #6 of 275 within Pennsylvania. On this scale, above 80 is excellent and below 50 warrants closer monitoring; the two biggest inputs here are a 10.68% net worth ratio and a 0.56% delinquency rate.

How does Trumark Financial compare to other credit unions?

On PlainCU's health composite, Trumark Financial lands at 93/100, 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 Trumark Financial?

Membership eligibility for Trumark Financial depends on its field of membership - currently: Other. Credit unions typically require a common bond such as employer, location, or association membership. Contact Trumark Financial directly for current membership requirements and application steps.

Is my money safe at Trumark Financial?

Federal credit unions like Trumark 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. Trumark Financial's net worth ratio of 10.68% exceeds the 7% threshold NCUA considers "well capitalized."

What rates does Trumark Financial offer compared to banks?

Credit unions like Trumark 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 Trumark 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 Trumark 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.