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Calculate Your Assessment – Credit Unions

The 2024-25 assessment rate was set at $1.00 per $1,000 of assets, an increase of $0.01 from last year’s rate of $0.99. Invoices were mailed on June 28. Payments will be due by August 1, unless the institution elects to pay via electronic funds transfer. EFT payments will be due no later than August 8. If you have any questions about the calculation of the assessment for your credit union, please refer to How to Calculate Your Assessment for credit unions (PDF).

Column A Column B Column C Column D Column E Column F
Tier If assets are greater than or equal to: But less than: Pay the maximum amount from the previous tier: Plus this percent of the base rate for those assets greater than the amount in Column B Which is obtained by multiplying those assets greater than the amount in Column B by this amount
1 0 3,000,000 0 85.00% 0.0008415000
2 3,000,000 6,000,000 2,525 25.00% 0.0002475000
3 6,000,000 10,000,000 3,267 13.00% 0.0001287000
4 10,000,000 100,000,000 3,782 12.50% 0.0001237500
5 100,000,000 500,000,000 14,919 12.25% 0.0001212750
6 500,000,000 1,000,000,000 63,429 12.00% 0.0001188000
7 1,000,000,000 2,000,000,000 122,829 11.50% 0.0001138500
8 2,000,000,000 5,000,000,000 236,679 8.00% 0.0000792000
9 5,000,000,000 10,000,000,000 474,279 3.50% 0.0000346500
10 10,000,000,000 + 647,529 3.00% 0.0000297000

Calculate Your Assessment – Credit Unions