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
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 · 2025Q4Trumark Financial · health 93/100 · $3.53B · 2025Q4
Call Report peers
Trumark Financial in the assets neighbourhood
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
The busiest band is 85-89 (858 credit unions); Trumark Financial sits in 90-94 with 747 others.
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
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).
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).
- One place up in Pennsylvania, Central Susquehanna Community (#30) ties at 93/100; one place down, Tri County Area (#32) ties at 93/100.
How Trumark Financial's 5300 filing moved
Trumark Financial: total assets by quarter
2023Q4 to 2026Q1, NCUA 5300
- Assets moved +1.1% from $3.53B (2025Q4) to $3.57B (2026Q1).
- Net-worth ratio shifted -0.05 pp (10.73% → 10.68%).
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
Trumark Financial gives up 7 points in total. Member Growth costs the most, 4.2 of its 15; Net Worth Ratio and Return on Assets score full marks.
- 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 |
Peer averages: Over $500M cohort, 749 credit unions, 2025Q4 filing.
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.
Other-state peers near Trumark Financial
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
Frequently Asked Questions
Is Trumark Financial financially healthy?
Trumark Financial has a financial health score of 93/100 (Excellent) from its 2025Q4 NCUA 5300 Call Report. It ranks #660 of 4,374 nationally on health and #31 of 275 in Pennsylvania. Its net worth ratio is 10.68% and its delinquency rate 0.56%.
How does Trumark Financial compare to other credit unions?
Trumark Financial scores 93/100, higher than 84% of the 4,374 scored credit unions. Against the 749 peers in the Over $500M cohort, its widest edge is loan-to-share ratio (93.93% vs 83.90%). Its widest shortfall is net worth ratio (10.68% vs 11.18%).
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?
Trumark Financial is a state-chartered credit union; its shares are federally 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."
Every figure on PlainCU is rendered directly from NCUA quarterly call report data, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error.