Heritage Bank (IA)

Overview / Commentary
695 Marion Boulevard
Marion, IA 52302

Heritage Bank (IA) is headquartered in Marion and is the 258th largest bank in the state of Iowa. It is also the 5,023rd largest bank in the nation. It was established in 1899 and as of September of 2019, it had grown to 8 employees at 3 locations. Heritage Bank (IA) has a B+ health rating.


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Additional Factors: Institutions with a small asset base, a short operating history, or negative return on equity can represent an instability risk beyond what their financial ratios indicate. Heritage Bank (IA) has a low asset base.

Health Grade Components

FDIC Certificate #18463
Year Established1899
Primary RegulatorFDIC
Profit Margin
Return on Assets - YTD0.24%
Return on Equity - YTD2.47%
Annual Interest Income$1.1MM
Assets and Liabilities
AssetsQ3 2019vs Q3 2018$35.9MM$35.3MM
LoansQ3 2019vs Q3 2018$18.8MM$20.0MM
DepositsQ3 2019vs Q3 2018$31.3MM$30.4MM
Equity CapitalQ3 2019vs Q3 2018$3.9MM$3.2MM
Loan Loss AllowanceQ3 2019vs Q3 2018$126.00K$104.00K
Unbacked Noncurrent LoansQ3 2019vs Q3 2018$94.00K$99.00K
Real Estate OwnedQ3 2019vs Q3 2018$0$659.00K
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* The APY shown varies based on the deposit amount. Expand the listing to see APYs for other deposit amounts.

Heritage Bank (IA) Savings Account Rates

0.15%--Savings Account

Heritage Bank (IA) Money Market Rates

0.35%*$10k*-Money Market Investment Account
OTHER TIERS: 0.15% $2.5k - $10k

Heritage Bank (IA) Checking Account Rates

0.10%$500-NOW Account

Heritage Bank (IA) CD Rates

2.05%*$25k*-33 Month CD Special
OTHER TIERS: 1.85% $1k - $25k
1.80%*$25k*-20 Month CD Special
OTHER TIERS: 1.60% $1k - $25k

Heritage Bank (IA) Locations
Hiawatha Branch2250 Blairs Ferry RoadHiawatha, IA 52233
Delhi Branch402 FranklinDelhi, IA 52223
Heritage Bank695 Marion BoulevardMarion, IA 52302

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