MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust quarterly financials
As reported to the FDIC. Dollar values are period-end balances. Net income is for the single quarter, derived from the FDIC's year-to-date figures by subtracting the prior quarter's report. Ratios (ROA, ROE, NIM) are FDIC-computed annualized year-to-date values.
| Quarter | Assets | Deposits | Net loans | Equity | Net income | ROA | ROE | NIM | Noncurrent |
|---|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $92M | $51M | $0K | $27M | $1M | 5.97% | 20.84% | 1.40% | 0.00% |
| Q4 2025 | $91M | $51M | $0K | $26M | $866K | 6.57% | 21.44% | 1.93% | 0.00% |
| Q3 2025 | $86M | $51M | $0K | $25M | $2M | 7.50% | 24.00% | 1.84% | 0.00% |
| Q2 2025 | $94M | $51M | $0K | $31M | $1M | 6.53% | 20.43% | 1.79% | 0.00% |
| Q1 2025 | $90M | $51M | $0K | $29M | $2M | 7.67% | 24.29% | 2.07% | 0.00% |
| Q4 2024 | $88M | $51M | $0K | $27M | $2M | 6.86% | 22.96% | 2.30% | 0.00% |
| Q3 2024 | $88M | $51M | $0K | $26M | $2M | 6.80% | 22.90% | 2.35% | 0.00% |
| Q2 2024 | $91M | $51M | $0K | $28M | $1M | 4.96% | 16.75% | 2.33% | 0.00% |
| Q1 2024 | $88M | $51M | $0K | $26M | $898K | 4.07% | 13.93% | 2.29% | 0.00% |
| Q4 2023 | $89M | $51M | $0K | $25M | $-63K | 4.27% | 14.41% | 2.98% | 0.00% |
| Q3 2023 | $88M | $51M | $0K | $26M | $1M | 5.80% | 19.39% | 3.00% | 0.00% |
| Q2 2023 | $88M | $51M | $0K | $28M | $931K | 5.38% | 17.95% | 2.97% | 0.00% |
Transcribed from FDIC BankFind Suite quarterly financial data (Call Report-derived). Income in Call Reports is filed year-to-date; per-quarter net income shown here is the difference between consecutive reports within the same year. NIM = net interest margin; “Noncurrent” = noncurrent loans as a share of total loans. These figures describe reported financials only and are not a safety rating or a prediction about the institution.