Heritage Bank (IA)

Overview / Commentary
695 Marion Boulevard
Marion, IA 52302

Heritage Bank (IA) is headquartered in Marion and is the 267th largest bank in the state of Iowa. It is also the 5,161st largest bank in the nation. It was established in 1899 and as of December of 2018, it had grown to 7 employees at 3 locations. Heritage Bank (IA) has a C 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 - YTD0.14%
Return on Equity - YTD1.52%
Annual Interest Income$1.5MM
Assets and Liabilities
AssetsQ4 2018vs Q4 2017$35.7MM$35.5MM
LoansQ4 2018vs Q4 2017$19.6MM$19.9MM
DepositsQ4 2018vs Q4 2017$31.7MM$31.3MM
Equity CapitalQ4 2018vs Q4 2017$3.3MM$3.4MM
Loan Loss AllowanceQ4 2018vs Q4 2017$108.00K$120.00K
Unbacked Noncurrent LoansQ4 2018vs Q4 2017$98.00K$103.00K
Real Estate OwnedQ4 2018vs Q4 2017$539.00K$0
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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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