State credit union · Austin, Texas · NCUA charter #68251

United Heritage

Health score 91/100, grade A (Excellent) - from the NCUA 5300 Call Report, 2025Q4.

91
Health / 100
$1.66B
Total assets
82,873
Members
10.1%
Net-worth ratio
A Letter grade on the five-factor composite

United Heritage scores 91/100 on PlainCU's health composite from NCUA 5300 Call Report data (2025Q4). Assets $1.66B; members 82,873; net-worth ratio 10.06%; health rank #986 of 4,374; healthier than 77th of scored peers.

NCUA 5300 Call Report masthead

NCUA 5300 Call Report Masthead

#986 of 4,374 health · 2025Q4

United Heritage · health 91/100 · $1.66B · 2025Q4

  • RANK 91/100
  • PHOTO 10.1%
  • BOOK 0.93%
  • CHARTER 0.48%
  • NCUSIF $1.66B
  • CAMELS 82,873
  • HEALTH #986/4,374
  • NW Operating Engineers Local Union #3
  • DELQ 68251

United Heritage in the assets neighbourhood

GREYLOCK$1.67BCharter Oak$1.67BOperating Engineers Local Union #3Operating Engineers Local Un…$1.66BUnited Heritage (this)$1.66BMid-Hudson Valley$1.65BUniversity of Kentucky$1.65B
Nearest other-state credit unions by total assets (NCUA 5300)

United Heritage's $1.66B assets sit next to Operating Engineers Local Union #3 ($1.66B) 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.

United Heritage 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

91 Top 23% higher than 77% 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

United Heritage - Share Insurance Coverage

Below: composite supervisory bracket and risk-based capital for charter #68251, per the 2025Q4 NCUA Call Report. Our deposit-insurance coverage note explains how the $250,000 NCUSIF ceiling works.

NCUSIF coverage gauge for United Heritage Share insurance under NCUSIF covers up to $250,000 per share owner. United Heritage holds approximately $1.3B in member shares. Composite CAMELS rating bracket 1 (Strong). Risk-based capital ratio 10.1 percent. Share Insurance Coverage Federal NCUSIF - $250K per share owner 1 2 3 4 5 CAMELS 1 · Strong RBC ratio 10.1% · $1.3B 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

United Heritage: Call Report deltas vs peers

  • Strongest edge vs 749 Over $500M peers is Loan-to-Share Ratio: +9.88 pp (93.78% vs 83.90%).
  • Widest shortfall vs peers is Net Worth Ratio: -1.12 pp (10.06% 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.

United Heritage in Texas

  • Health composite ranks #95 of 386 among scored Texas credit unions.
  • Assets rank #21 of 386 inside Texas ($1.66B reported).
  • Member book place in Texas: #28 of 386.

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

How United Heritage's 5300 filing moved

United Heritage: total assets by quarter

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

1,500,000,0001,550,000,0001,600,000,0001,650,000,0001,700,000,000 2023Q42024Q42025Q42026Q1 1,534,786,974 1,680,599,179 ▲ +9.5%
  • Assets moved +1.1% from $1.66B (2025Q4) to $1.68B (2026Q1).
  • Net-worth ratio shifted +0.05 pp (10.01% → 10.06%).

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 67.1%

This credit union's 10.06% net worth ratio clears the 7.0% NCUA well-capitalized threshold set under Prompt Corrective Action rules.

How the 91/100 score is built

Each segment is a pillar's weighted contribution to the composite; widths sum to 91.

  • Net Worth Ratio 30.0 pts
  • Delinquency Rate 20.7 pts
  • Return on Assets 14.7 pts
  • Member Growth 12.7 pts
  • Loan-to-Share Ratio 12.9 pts

Financial Health Metrics

Metric Value vs peer
Net Worth Ratio 10.06% -1.12 pp
Delinquency Rate 0.93% +0.06 pp
Return on Assets 0.48% -0.03 pp
Member Growth 3.11% -
Loan-to-Share Ratio 93.78% +9.88 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).

United Heritage filing history

Quarter Assets Members
2026Q1 $1.68B -
2025Q4 $1.66B 82,873
2024Q4 $1.60B 80,373
2023Q4 $1.53B 77,791

Credit Union Details

Charter Number
68251
Type
State
Field of Membership
Other
Peer Group
Over $500M
State
Texas
City
Austin
Data Quarter
2025Q4

Branch Locations (12)

Per its most recent NCUA branch filing, United Heritage runs 12 offices in 6 different cities.

Office City
United Heritage Plaza (Main Office) Austin, TX
South Austin Austin, TX
Southwest Austin Austin, TX
Lakeway Austin, TX
River Place Austin, TX
North Austin Austin, TX
Cedar Park Cedar Park, TX
Georgetown Georgetown, TX
Kyle Kyle, TX
Round Rock Round Rock, TX
Central Tyler Tyler, TX
Southwest Tyler Tyler, TX

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

Nearby Credit Unions in Texas

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

Compare United Heritage vs FIRSTLIGHT

Cross-state Call Report peers for United Heritage

Cross-state asset and health neighbours for United Heritage - kept outside Texas; in-state CUs stay in the Nearby block.

Using this data

  • United Heritage ranks #986 of 4,374 nationally on financial health and #95 of 386 in TX -- the national figure is a benchmark, not a prediction for how any specific account performs. National health rankings
  • FIRSTLIGHT is a nearby credit union with a similar profile -- compare the two side by side before deciding where to bank. Compare with FIRSTLIGHT
  • Rates and health both vary by institution, not just by state -- see how Texas credit unions compare overall before assuming this one is typical. Texas 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 United Heritage financially healthy?

Yes/no aside, the number is 91/100 (Excellent) - United Heritage's financial health score from the NCUA 5300 Call Report, Q4 2025. On the national health ranking (same basis as /rankings/healthiest), it sits at #986 of 4,374; by total assets it ranks #298 of 4,374 nationally (same basis as /rankings/largest); and #21 of 386 within Texas. Above 80 reads excellent, below 50 warrants closer monitoring; a 10.06% net worth ratio and 0.93% delinquency rate are the key drivers.

How does United Heritage compare to other credit unions?

On PlainCU's health composite, United Heritage lands at 91/100, 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 United Heritage?

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

Is my money safe at United Heritage?

Federal credit unions like United Heritage 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. United Heritage's net worth ratio of 10.06% exceeds the 7% threshold NCUA considers "well capitalized."

What rates does United Heritage offer compared to banks?

Credit unions like United Heritage 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 United Heritage 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 United Heritage. 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.